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Canadian Real Estate Investment (REF.UN.TO)
Financials 
Technical Analysis 0
PAST TOP PICK
PAST TOP PICK
(A Top Pick Aug 12/11. Up 34.79%.) Debated about putting this one as a Top Pick today except that it has moved up so much recently. This is as good a management as there is.
Charles DillinghamOwned
investment companiesfunds
PAST TOP PICK
(A Top Pick Aug 23/11. Up 32.8%.) Getting a little expensive, but is a core holding if you are into real estate. Very, very strong balance sheet. Biggest concern is that the balance sheet gets used against them if somebody takes them out. Distribution is sustainable. Payout ratio below 75% so there is tons of room for them to increase the 3.5% dividend.
Andy NasrOwned
investment companiesfunds
PAST TOP PICK
(A Top Pick May 26/11. Up 22.22%.) Great management, high-quality portfolio, low leverage and low payout. Have increased the distribution for 11 straight years.
Dennis Mitchell, CFAOwned
investment companiesfunds
BUY ON WEAKNESS
Best REIT in Canada. A commercial diversified name so you cover all sectors of the commercial real estate market of retail, office and industrial. Strong management team. Sustainable payout. Values this at $40. Thinks they will continue to create value. Would buy at around $37.
investment companiesfunds
TOP PICK
In the best part of the market, they were liquidating assets and they put themselves at high quality. Yield is very low. Market was slow to recognize the quality. Very low payout ratio and low debt.
Charles DillinghamOwned
investment companiesfunds
PAST TOP PICK
TOP PICK
Well diversified, exposure to office/industrial/retail. Strong balance sheet. Payout is 70%. Slow steady stable.
Good longterm hold.
Michele RobitailleOwned
investment companiesfunds
TOP PICK
2nd largest diversified REIT. Industrial, retail and office. Most conservatively managed in that it has almost the lowest debt to capital and lowest payout ratio. 4% yield.
Gavin GrahamOwned
investment companiesfunds
TOP PICK
Own industrial, commercial and office properties. Strong development pipeline so can grow size of portfolio by 10-15% in next few years. Payout ratio is low so there is room for a payout increase.
Andy NasrOwned
investment companiesfunds
TOP PICK
We had a reprieve over the last few days but we are in very uncertain times. This one is absolute top quality. They retain higher quality items in their portfolio, rather than expanding it, in softer economies. Very low debt. 69% payout ratio. Acquired shopping centers in Mississauga and around Toronto. Low yield, 85% taxable.
Charles DillinghamOwned
investment companiesfunds
TOP PICK
Very good management. Have sold some assets to improve their quality. Has brought their income down. Recently acquired some shopping centers. 35% is in Alberta.
Charles DillinghamOwned
investment companiesfunds
PAST TOP PICK
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(Top Pick Sep 29/11, Up 22.28%)