TSE:TPH

Temple Hotels (TPH.TO)

2.10
-0.00 (0.00%)
as of Feb 21, 2020, 9:00:00 pm Market Open.
14 watching
0
COMMENT
Limited service hotels, primarily in Fort McMurray, which is levered to oil. If you are a long-term bull on oil and the oil sands, this would be a name you would want.
COMMENT
A limited-service lodging REIT that focuses almost exclusively on Fort McMurray. Was not a fan in the past, but their results have been phenomenal. Not sure how much upside is left.
COMMENT
Fort McMurray area so is in the right area. If there is any break in the oil game, it could be a problem, but wouldn’t worry about it. Will probably continue to do well for a while. Consider taking some profits if you own. Not a bad payout ratio at 66%.
WEAK BUY
Have a very strong, dominant position in Fort McMurray. The risk would be when the pace slows down up there. High yield. Probably worth some money but be cautious.
TOP PICK
All about “Fort McMoney” First REIT ever owned in investment career. Has been the best performing REIT company in Canada. Hotel REIT’s. Distribution could be raised further. The only risk is the market CAP of $60 million. Should trade a price of greater than $10.
DON'T BUY
Focused on limited service, secondary markets for the lodging space. Payout ratio is unsustainable. Is not a name we’d be buying
DON'T BUY
Have outperformed very well. Big in the oil sands area. Obviously bought some assets at great prices. Has moved a lot and is not likely to move a lot more.
DON'T BUY
A hotel REIT. Probably significantly over distributing. Would be very surprised if you would do well on this one.
DON'T BUY
200% payout ratio very high yield, not very sustainable. Not a big fan.
Showing 61 to 69 of 69 entries