JPM-N 2.96 DRS-Q 0.05 ELV-N -39.77 HY-N 0.97 TOL-N 1.52 CPA-N 3.1 PINS-N 0.09
Daily Stock Opinions and Ratings
Stockchase Opinions

Charles Dillingham KEYreit KRE.UN-T BUY Jun 09, 2009

Strip retail and stand-alone retail. Numbers surprised the market. Fairly stable business. In a year or so they have a big debt that matures but they should work your way through this. 16.2% yield. (He owns some of their convertible.)
Charles DillinghamCharles Dillingham
Owned
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$5.250

Stock price when the opinion was issued

income trust
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DON'T BUY

KEYreit(KRE.UN-T)

Jan 19, 2010
Quick service restaurants such as KFC. Moving into small strip malls. It’s a wait and see.
Dennis Mitchell, CFADennis Mitchell, CFA
Unknown
Unlock Rating
$8.190

Stock price when the opinion was issued

income trust
COMMENT

KEYreit(KRE.UN-T)

Mar 19, 2010
Illiquid. Challenged at times. He owns some of their convertible debt. Proving to be survivors. Still have a big debt hurdle coming up that puts a cloud on them for a little while. Probably okay. 11.6% yield.
Charles DillinghamCharles Dillingham
Owned
Unlock Rating
$7.300

Stock price when the opinion was issued

income trust
COMMENT

KEYreit(KRE.UN-T)

May 17, 2010
Owns some of the convertibles but hasn't followed it. Thinks it may have a debt issue that may have to be cleared up before too long but numbers are reasonably good. 12% distribution.
Charles DillinghamCharles Dillingham
Owned
Unlock Rating
$7.070

Stock price when the opinion was issued

income trust
DON'T BUY

KEYreit(KRE.UN-T)

Aug 03, 2010
Their parent Prism is in serious trouble, which could have an effect because of the overlapping ownership. They also have a big chunk of debt coming due.
Charles DillinghamCharles Dillingham
No
Unlock Rating
$7.090

Stock price when the opinion was issued

income trust
DON'T BUY

KEYreit(KRE.UN-T)

Sep 01, 2010
Their parent company, which owns about 50% of the tenants, is in serious financial trouble. He has held off buying although he does own some of their convertible debentures.
Charles DillinghamCharles Dillingham
Owned
Unlock Rating
$7.090

Stock price when the opinion was issued

income trust
RISKY

KEYreit(KRE.UN-T)

Mar 10, 2011
Had a big debt maturity coming up. They have handled a big part of that debt problem in the last couple of days. Illiquid and higher risk. It has been handling its problems.
Charles DillinghamCharles Dillingham
Unknown
Unlock Rating
$7.180

Stock price when the opinion was issued

income trust
WEAK BUY

KEYreit(KRE.UN-T)

Oct 18, 2011
Some shopping centers but also a lot of sites for convenience stores including KFC, etc. Parent of KFC has gone bankrupt. Although properties are still good, there have been some issues because of this. Improving and have managed to buy some things. Doesn't know if it is worth the risk as he hasn't looked at it closely enough. Yield of 13.2%, which could indicate a cut at some point. (Owns some convertible debentures.)
Charles DillinghamCharles Dillingham
Owned
Unlock Rating
$6.400

Stock price when the opinion was issued

income trust
DON'T BUY

KEYreit(KRE.UN-T)

Dec 20, 2011
The last time he looked at this, it looked like the payout ratio versus what they are earning was very close at about 100%. Sustainability is in question. Also, having a single tenant brings out some of the riskiness in the business itself.
Ben ChengBen Cheng
Unknown
Unlock Rating
$4.760

Stock price when the opinion was issued

income trust
DON'T BUY

KEYreit(KRE.UN-T)

Dec 21, 2011
He has been Short this stock for some time. They had a big concentration of tenancy to Prism, which has had financial troubles and they are disclaiming leases and has some short-term capital issues there. Very high risk and he does not believe the yield is sustainable.
Jeffrey F. OlinJeffrey F. Olin
Owned
Unlock Rating
$4.820

Stock price when the opinion was issued

income trust
SELL

KEYreit(KRE.UN-T)

Feb 14, 2012
Current prospects are abysmal. Have tremendous concentration KFC, Taco Bell and Pizza Hut. Effectively bankrupt in Canada. Had difficulties in refinancing debt.
Dennis Mitchell, CFADennis Mitchell, CFA
No
Unlock Rating
$6.390

Stock price when the opinion was issued

income trust

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Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: hello@stockchase.com.

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