Allied Properties REIT

AP.UN-T

Analysis and Opinions about AP.UN-T

Signal
Opinion
Expert
BUY
BUY
February 12, 2010
CEO will be aggressive in growing the company over the next years.
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CEO will be aggressive in growing the company over the next years.
PAST TOP PICK
PAST TOP PICK
January 19, 2010
(A Top Pick May 20/09. Up 39.96%.) Should continue to grow.
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(A Top Pick May 20/09. Up 39.96%.) Should continue to grow.
TOP PICK
TOP PICK
December 7, 2009
Pays about 7.5%. Office space in refurbished brick/beam buildings, which gives a pricing advantage. Well run.
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Pays about 7.5%. Office space in refurbished brick/beam buildings, which gives a pricing advantage. Well run.
TOP PICK
TOP PICK
October 9, 2009
Commercial real estate REIT, mainly Toronto and Montreal. Chose this one for the 8% yield, which is sustainable.
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Commercial real estate REIT, mainly Toronto and Montreal. Chose this one for the 8% yield, which is sustainable.
PAST TOP PICK
PAST TOP PICK
August 19, 2009
(A Top Pick July 3/09. Up 7.81%.) Strong and safe distribution. Attractive assets. Unique asset class and well managed.
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(A Top Pick July 3/09. Up 7.81%.) Strong and safe distribution. Attractive assets. Unique asset class and well managed.
TOP PICK
TOP PICK
July 3, 2009
Class I brick and beam office buildings primarily in Toronto and all the major centres across Canada. Old industrial buildings that they have retrofitted. Conservative balance sheet management. Will potentially have acquisition opportunities at attractive multiples. 9% yield. Conservative payout.
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Class I brick and beam office buildings primarily in Toronto and all the major centres across Canada. Old industrial buildings that they have retrofitted. Conservative balance sheet management. Will potentially have acquisition opportunities at attractive multiples. 9% yield. Conservative payout.
TOP PICK
TOP PICK
June 29, 2009
3 picks are based on income and he has avoided the more volatile juniors. Canadian REITs are an excellent buy right now.
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3 picks are based on income and he has avoided the more volatile juniors. Canadian REITs are an excellent buy right now.
COMMENT
COMMENT
June 25, 2009
Fantastic company. Wonderful facilities in Toronto, Montreal and a few other places. Recently sold his holdings because he was concerned that downtown offices were going to be hurt. Probably okay.
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Fantastic company. Wonderful facilities in Toronto, Montreal and a few other places. Recently sold his holdings because he was concerned that downtown offices were going to be hurt. Probably okay.
TOP PICK
TOP PICK
June 3, 2009
(A Top Pick June 12/08. Down 26.18%.) Lost a little bit of occupancy but still delivered strong free cash flow growth year over year in Q1. Able to retain tenants in a declining market. Payout ratio is very sustainable. Management has a plan to realize significant value internally on their assets.
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(A Top Pick June 12/08. Down 26.18%.) Lost a little bit of occupancy but still delivered strong free cash flow growth year over year in Q1. Able to retain tenants in a declining market. Payout ratio is very sustainable. Management has a plan to realize significant value internally on their assets.
TOP PICK
TOP PICK
May 20, 2009
Real estate with a relatively stable base of mostly office and type #1 in Toronto. Relatively low turnover. Not much debt coming due in the next while.
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Real estate with a relatively stable base of mostly office and type #1 in Toronto. Relatively low turnover. Not much debt coming due in the next while.
PAST TOP PICK
PAST TOP PICK
May 4, 2009
(Top Pick Mar 10/08 Down 15.93%) Doesn’t see it recovering. Distribution at 8% and financing properties at 8% - there’s no benefit there. 9.8% yield is safe.
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(Top Pick Mar 10/08 Down 15.93%) Doesn’t see it recovering. Distribution at 8% and financing properties at 8% - there’s no benefit there. 9.8% yield is safe.
PAST TOP PICK
PAST TOP PICK
March 26, 2009
(A Top Pick March 20/08. Down 39.6% at time of sale and excluding distributions.)
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(A Top Pick March 20/08. Down 39.6% at time of sale and excluding distributions.)
BUY
BUY
March 17, 2009
(Market Call Minute.) Great quality name with exposure to good markets. Good price.
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(Market Call Minute.) Great quality name with exposure to good markets. Good price.
BUY
BUY
November 20, 2008
Started out with brick and beam buildings where operating costs were much lower. Have diversified from Toronto into Montreal, Winnipeg and Quebec city. Distribution payments are below their free cash flows.
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Started out with brick and beam buildings where operating costs were much lower. Have diversified from Toronto into Montreal, Winnipeg and Quebec city. Distribution payments are below their free cash flows.
BUY
BUY
November 3, 2008
Class I office (exposed brick and beam) buildings in Toronto, Montreal, Quebec, Winnipeg and Kitchener. Tenants tend to be business services; so on the cutting line of cutbacks should there be a recession. Payout ratio of about 85%-88% of free cash flow, so very sustainable.
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Class I office (exposed brick and beam) buildings in Toronto, Montreal, Quebec, Winnipeg and Kitchener. Tenants tend to be business services; so on the cutting line of cutbacks should there be a recession. Payout ratio of about 85%-88% of free cash flow, so very sustainable.
Showing 76 to 90 of 138 entries