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Dive into a collection of past posts and rediscover timeless content.
More Dirt Cheap Real Estate: Melcor Developments Trades for 30% of Book Value
LockSimple

Mar 28, 2023

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17 min read

More Dirt Cheap Real Estate: Melcor Developments Trades for 30% of Book Value

Plus substantial ownership by the founding family and a 5%+ yield

Alaris Equity Partners: Too Cheap After Multiple Dividend Cuts
LockSimple

Mar 24, 2023

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12 min read

Alaris Equity Partners: Too Cheap After Multiple Dividend Cuts

Why I think this 7.8% yield could grow 5%+ per year

The Morguard Complex: Dirt Cheap Real Estate Trading at 50-70% Off
LockSimple

Mar 10, 2023

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20 min read

The Morguard Complex: Dirt Cheap Real Estate Trading at 50-70% Off

How I'm playing this uniquely interesting situation

Early Retirement Update: Travels, Portfolio, Random Thoughts

Mar 7, 2023

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11 min read

Early Retirement Update: Travels, Portfolio, Random Thoughts

Some uncomfortable truths about early retirement from a guy currently trying it

The Simple Reason Why Dividend Growth is The Best Investing Strategy

Mar 3, 2023

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11 min read

The Simple Reason Why Dividend Growth is The Best Investing Strategy

It's all about signaling

Want Excellent Dividend Growth & a 5.4% Yield Today? Then Check Out Capital Power
LockSimple

Feb 28, 2023

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11 min read

Want Excellent Dividend Growth & a 5.4% Yield Today? Then Check Out Capital Power

Oh, and it's also one of the cheapest stocks on the entire TSX

Minto Apartment REIT Hasn't Been This Cheap... Ever
LockSimple

Feb 24, 2023

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12 min read

Minto Apartment REIT Hasn't Been This Cheap... Ever

A 39% discount to NAV? Now we're talking!

Polaris Renewable Energy: Growth at a Very Reasonable Price
LockSimple

Feb 21, 2023

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11 min read

Polaris Renewable Energy: Growth at a Very Reasonable Price

And you get a 5.5% dividend while you wait

How to Analyze REITs Like an Owner

Feb 17, 2023

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11 min read

How to Analyze REITs Like an Owner

A simple way to cut through all the noise and accurately value REITs

Newest Position: TMX Group

Feb 14, 2023

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14 min read

Newest Position: TMX Group

An excellent company trading at a fair valuation? Yes, please

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