Daily Stock Opinions and Ratings

Opinions

Charles DillinghamCANMARC REITCMQ.UN.TOTOP PICKMay 30, 2011

Bought some good properties at reasonable prices. Stable income.

Charles Dillingham

Owned

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$12.73

Stock price when the opinion was issued

REAL ESTATE

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(A Top Pick Aug 12/11. Up 42.91%.) Acquired by Cominar (CUF.UN-T).

SELL

Old Homberg REIT. Subject of a hostile bid. He would tender or sell now. Doesn’t expect a higher bid. Don’t step in at this point.

PARTIAL BUY

Had several things happen. Parent company went bankrupt and had leases with them and there is a question what is going to happen to this portion. Have expanded and taken on a lot of good product in Alberta along with existing good product in Quebec. Good yield. Take your time buying as it is illiquid.

TOP PICK

Quebec. Basic kind of group. Very good payout close to 8%. Ratio is very good.

SELL

Not a fan of this based on management and major shareholders. Prefers REITs with better alignment.

COMMENT

Bought on the IPO because of the heavy discount. There was a big overhang because of management. Sold out in the $11 range. Did a slightly better job of acquiring assets than was expected. Doesn’t expect any danger of the 7.7% distribution being cut any time soon.

TOP PICK

A good one. Got some attention today because of management change. They have a conservative portfolio. Distribution is 8%. Steady stuff, fairly well leveraged. Yield is safe.

BUY

They took the conservative parts and put it into a new REIT. It has done very well. Just bought some new properties. Good yield. A good conservative REIT.

DON'T BUY

He is out of this name right now.

DON'T BUY

You have to be cautious about focusing on yield. High yield is for a reason. Not the highest quality properties. He won’t own it.

BUY

Low payout ratio and relatively conservative product mix. Good at managing properties. Doesn't expect much to happen with this. 8.8% yield.

DON'T BUY

Very complex company. European asset threatened by failure of a big tenant. Can’t recommend it.

COMMENT

The real estate is not the greatest of quality. Payout ratio of about 100% and the leverage is pushing the high-end with what he would be comfortable with. 9.5% yield. Distribution has a very good tax-advantage.

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Charles DillinghamCANMARC REITCMQ.UN.TOTOP PICKMay 30, 2011

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