Primaris Retail REIT

PMZ.UN-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about PMZ.UN-T

Signal
Opinion
Expert
BUY
BUY
February 14, 2012
Was stalled at about $21 but has broken out a little bit. At these levels, you would get a 10%-12% all in return. Some volatility giving you a chance to buy on dips. Good name.
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Was stalled at about $21 but has broken out a little bit. At these levels, you would get a 10%-12% all in return. Some volatility giving you a chance to buy on dips. Good name.
HOLD
HOLD
December 21, 2011
(Market Call Minute.) Likes the retail space. Have a bigger fashion concentration than other names.
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(Market Call Minute.) Likes the retail space. Have a bigger fashion concentration than other names.
STRONG BUY
STRONG BUY
December 5, 2011
Was considering as a top pick today. Trading around its net asset value. Has been puzzled over the last 6 months why it has not broken out. He is happy to continue to allocate capital to it. 14-15% total return.
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Was considering as a top pick today. Trading around its net asset value. Has been puzzled over the last 6 months why it has not broken out. He is happy to continue to allocate capital to it. 14-15% total return.
DON'T BUY
DON'T BUY
November 16, 2011
Basically closed in malls, which has a different mix than the outdoor malls. Have had a number of names that got in trouble with bankruptcy, etc. which has been hurting them. There is nothing in it right now to give it a catalyst to make it jump.
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Basically closed in malls, which has a different mix than the outdoor malls. Have had a number of names that got in trouble with bankruptcy, etc. which has been hurting them. There is nothing in it right now to give it a catalyst to make it jump.
BUY
BUY
October 21, 2011
Regional malls, in generally secondary markets in Saskatoon, Regina, Toronto, Guelph. NAV is about $20.50, so one of the few Canadian REITs that you can buy at a discount.
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Regional malls, in generally secondary markets in Saskatoon, Regina, Toronto, Guelph. NAV is about $20.50, so one of the few Canadian REITs that you can buy at a discount.
WEAK BUY
WEAK BUY
August 12, 2011
Changed its spots recently. Considered a little bit of a sleeper. Recently bought a large portfolio and got some very good product with it. Retail is not going to boom. Good management. Doesn’t put a heavy weighting on it. You have to buy and sell at the right time.
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Changed its spots recently. Considered a little bit of a sleeper. Recently bought a large portfolio and got some very good product with it. Retail is not going to boom. Good management. Doesn’t put a heavy weighting on it. You have to buy and sell at the right time.
TOP PICK
TOP PICK
August 4, 2011
Just reported and was in line with expectations. Lots of value creation historically and lots of value going forward. About 97% occupied. A lot of good things going on with this one. Selling at NAV, so it's cheap.
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Just reported and was in line with expectations. Lots of value creation historically and lots of value going forward. About 97% occupied. A lot of good things going on with this one. Selling at NAV, so it's cheap.
TOP PICK
TOP PICK
July 18, 2011
Enclosed shopping centres. Not very cheap. Recently acquired big shopping centers in Burlington and Oakville Ontario and have upgraded them quite a bit. Chart looks good. Have always had one of the best balance sheets around.
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Enclosed shopping centres. Not very cheap. Recently acquired big shopping centers in Burlington and Oakville Ontario and have upgraded them quite a bit. Chart looks good. Have always had one of the best balance sheets around.
BUY
BUY
July 12, 2011
Just bought Oakville place and also have Burlington Mall. He bought the convertible debenture. It’s attractive in that they financed it at a discount. There are 5 or so enclosed malls. Riocan is better if you are worried about the economy.
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Just bought Oakville place and also have Burlington Mall. He bought the convertible debenture. It’s attractive in that they financed it at a discount. There are 5 or so enclosed malls. Riocan is better if you are worried about the economy.
BUY
BUY
June 21, 2011
Going through a dynamic phase of positive change. In the Retail space, own shopping space, they were a big beneficiary of Target coming to Canada in the first round of announcements, solid management, have recently purchased.
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Going through a dynamic phase of positive change. In the Retail space, own shopping space, they were a big beneficiary of Target coming to Canada in the first round of announcements, solid management, have recently purchased.
TOP PICK
TOP PICK
May 26, 2011
(A Top Pick April 28/10. Up 35.53%.) NAV is about $20.50 so you are buying for what the assets are worth and not pay for any upside or growth. Tons of upside. Lots of cash for accretive acquisitions. Great management.
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(A Top Pick April 28/10. Up 35.53%.) NAV is about $20.50 so you are buying for what the assets are worth and not pay for any upside or growth. Tons of upside. Lots of cash for accretive acquisitions. Great management.
PAST TOP PICK
PAST TOP PICK
April 20, 2011
(A Top Pick April 28/10. Up 31.04%.)
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(A Top Pick April 28/10. Up 31.04%.)
TOP PICK
TOP PICK
April 7, 2011
Focused on indoor shopping centres and are highly occupied. A lot of its malls are anchored by Zellers, which will soon be Target (TGT-N) stores. Yield of about 6%.
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Focused on indoor shopping centres and are highly occupied. A lot of its malls are anchored by Zellers, which will soon be Target (TGT-N) stores. Yield of about 6%.
PAST TOP PICK
PAST TOP PICK
January 7, 2011
(Top Pick Jan 19/10, Up 32.08%)
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(Top Pick Jan 19/10, Up 32.08%)
PAST TOP PICK
PAST TOP PICK
November 17, 2010
(Top Pick Jan 19/10, Up 27%) Core name, in closed malls around Canada. Payout ratio has come down decidedly. You could step into it at $19.
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(Top Pick Jan 19/10, Up 27%) Core name, in closed malls around Canada. Payout ratio has come down decidedly. You could step into it at $19.
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