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Pure Industrial Real Estatetrust Trust Stock Symbol: AAR.UN-T

Last Price Recorded: $6.5000 on 2017-04-27

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Date Signal Expert Opinion Price
2017-04-20 COMMENT Lorne Zeiler

A sector that sold off a few years ago, as people were thinking that with less manufacturing there was less industry. Since then we have had a major change in how people shop. There is a lot of online shopping, and this company’s holdings have become hubs for a lot of storage for businesses. One of the leaders in this space, and probably one of the best names in the industrial space.


Price:
$6.560
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-04-18 HOLD Derek Warren

The trend that has been pushing names like this up, is the e-commerce trend. This is a fantastic company, a little pricey right now. It has done a great job of aligning itself with FedEx. There is going to be a point where that exhausts itself, which is when you can expect the price to pull back. However, there is no reason why you would want to sell a company that is doing so well and was such a good future going forward. It has brought its debt down and its earnings are very steady, and it could be very much a perpetual hold.


Price:
$6.450
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 BUY Barry Schwartz

Things have changed.  E-Commerce and pot have benefited them.  It has done extremely well.  He is interested in the name.  Management has done a good job of getting growth there.  Their biggest risk is that their biggest customer is a significant portion of their business.


Price:
$6.330
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-31 HOLD Andy Nasr

He is a large shareholder.  He is continuing to hold it but is concerned about supply.  REITs have staggered debt maturities. 


Price:
$6.090
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
CAUTIOUS
Owned:
Yes
2017-03-28 DON'T BUY Paul Gardner, CFA

They have had the ability to grow and this is why they issued units.  Industrial space is the hot commodity right now.  17 times price to AFFO so it is on the higher side. 


Price:
$6.040
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-02-03 PAST TOP PICK Derek Warren

(A Top Pick Dec 18/15. Up 42.72%.) One of the largest tenants is FedEx. Management has done an excellent job of diversifying themselves, even over the sub, subcategories within industrials. They have also recognized that it is important to reduce overall leverage.


Price:
$5.780
Subject:
REITs & REAL ESTATE STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2017-01-31 COMMENT Andy Nasr

He really likes this. They have exposure both in Canada and the US. Recycling some capital and increasing their US exposure. Management has done a pretty decent job considering where they started with their IPO several years ago. Fairly well diversified.


Price:
$5.690
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-15 BUY Andy Nasr

He likes the industrial sector.  In traditional retail you have the Amazon affect.  Industrial is the easiest to build.  As you see more and more business being done on line you should see this one benefitting.  They did a nice job of carving out a niche and should be able to deliver decent dividend growth.


Price:
$5.320
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
SELECTIVE
Owned:
Yes
2016-11-17 TOP PICK Derek Warren

A very high quality income. You are getting a good yield of 6.13%. They have US assets, so you are getting some US exposure. High quality industrial assets will continue to benefit from our US partners. Also, they have a lot of logistics type of tenants, such as FedEx. (Analysts’ price target is $5.91.)


Price:
$5.090
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-09-08 COMMENT Steve Belisle

Has been a very successful REIT and the portfolio is pretty good quality, compared to others. What he likes about the industrial market in Canada is that it has been fairly disciplined across the board, and CAP rates have not compressed as much is the retail sector. Also, you are not seeing the overcapacity that you are seeing in office REITs. This is no longer a screaming buy.


Price:
$5.760
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2016-09-02 COMMENT Derek Warren

This has popped recently and is outperforming the market, and is the best way to play e-commerce. He continues to like this.


Price:
$5.620
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-07-08 HOLD Derek Warren

(Market Call Minute.) He really likes the industrial markets. A long-term hold.


Price:
$5.160
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-06-10 HOLD Bill Carrigan

This had a secondary offering last week and it was well taken. This should digest the move that it has had, and then break into new highs.


Price:
$5.060
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2016-05-06 BUY Derek Warren

(Market Call Minute.) This has industrial exposure across Canada. Look for some weakness in Alberta, but that will be balanced off by Ontario strength.


Price:
$4.890
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-21 DON'T BUY Kash Pashootan

Continue to trade it.  He is not a trader, however.  The price they pay for assets has continually increased, but cash flows have not increased at the same rate so they are trading at more and more of a premium.  It is not a long term investment.  You can get a similar yield with less risk elsewhere.


Price:
$4.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
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