Single ticket World Series prices in Toronto for Game #4. $4000 for a normally $30 ticket in the worst part of the stadium. Looks like it could happen with a bit of luck after tonight. Would love to go but won't pay that.

More data on $COLD, a stock I called one of my best dividend ideas yesterday. ⬇️

$PMZ.UN REIT out with a $565 million acquisition of a Montréal "suburb" shopping mall. Makes me realize why George Armoyan has been pounding the table of long-time laggards $MRC.TO & $MRT.UN which have comparable properties and trades at small fractions of implied value of late.

Carbon Tax Carney to #KeystoneXL Carney? "Carney raised Keystone XL pipeline revival in meeting with Trump" cbc.ca/news/politics/… #OOTT

Sounds like Trump admin is going to make a giant agriculture trade deal with China. Have been adding US $COLD storage as I believe lack of exports due to Chinese tariff retaliation has hurt the space. Other food stocks also in the gutter. Seems like a good theme for 2026.

$HR.UN at lowest point since SR was announced & below it's 52-week high otherwise. Of the big SR takeouts I've been (ERE/DRR) past couple years, H&R R/R more exceptional given transaction type liquidity w/ strong recent comparables, low implied value w/ wide margin of error.

Will forgive Trump for all the bad things he said about dear leader Justin Trudeau if he wipes out the bond shorts and brings down UST yields once and for all.

In short-order it seems, DJT is going to make bond yields come down. Should benefit his real estate interests and relieve debt costs for the US government. Oil will bite them in the medium term. If prices stay low over the coming months I think it benefits NYMEX prices the most.

Agree. Short rates particularly. Real rates come down in general. Consumer households benefit, but fans the flame of inflation affecting asset owners longer term. The bet is who has more votes?

TD Bank EBITDA estimates for Canadian energy service coverage. Their top pick is Enerflex and they are most bearish on Ensign because of US exposure. $TCW.TO $PD.TO $CEU.TO $EFX.TO $ESI.TO $PSN.TO

Interesting update from $MRC.TO $MRT.UN. "Historic" demand for their debenture which was unsecured and issued only at 5%. I remember the seasoned experts a couple years back proclaiming the end of #CRE when Morguard issued a 9.5% debenture with insiders buying it heavily.