Teranet Income Fund

TF.UN-T

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

Analysis and Opinions about TF.UN-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 16, 2009
(A Top Pick Nov 8/07. Up 12.4%.) Acquired by OMERS.
(A Top Pick Nov 8/07. Up 12.4%.) Acquired by OMERS.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$10.240
Owned
No
PAST TOP PICK
PAST TOP PICK
November 20, 2008
(A Top Pick Nov 8/07. Up 12%.) Acquired by Borealis at $10.25.
(A Top Pick Nov 8/07. Up 12%.) Acquired by Borealis at $10.25.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$10.240
Owned
No
COMMENT
COMMENT
November 5, 2008
Quality company. Leveraged to Ontario real estate and will be impacted by a slowdown in this market. Borealis made an offer of $11, which has been reduced to $10.25 and will expire on Monday. Thinks the deal will go through.
Quality company. Leveraged to Ontario real estate and will be impacted by a slowdown in this market. Borealis made an offer of $11, which has been reduced to $10.25 and will expire on Monday. Thinks the deal will go through.
Jim Huang
President, T.I.P. Wealth Management
Price
$9.830
Owned
Yes
VAGUE
VAGUE
October 16, 2008
Cash flow has been fairly steady. It deserves a bit of a premium. Are being bought.
Cash flow has been fairly steady. It deserves a bit of a premium. Are being bought.
Michael Sprung
President, Sprung Investment Management
Price
$10.550
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 19, 2008
(A Top Pick Nov 8/07. Up 17%.) Electronic land registry business and have a monopoly until 2017. Huge growth opportunity in health records where they have just started to scratch the surface. Trying to be acquired by Borealis.
Teranet Income Fund (TF.UN-T)
September 19, 2008
(A Top Pick Nov 8/07. Up 17%.) Electronic land registry business and have a monopoly until 2017. Huge growth opportunity in health records where they have just started to scratch the surface. Trying to be acquired by Borealis.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$11.040
Owned
Yes
COMMENT
COMMENT
August 15, 2008
Market is concerned about declines in transactions in Ontario but also register mortgage renewals, re-financings, etc. Developing a database management system for the Ontario hospital system. Distribution is safe and is a possible takeover target.
Market is concerned about declines in transactions in Ontario but also register mortgage renewals, re-financings, etc. Developing a database management system for the Ontario hospital system. Distribution is safe and is a possible takeover target.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$9.050
Owned
Unknown
BUY
BUY
August 13, 2008
Involved in Ontario land registration. Some concerns about slower real estate transactions but there are still a lot of transactions as mortgages renew. Diversifying into health care. Have a monopoly until 2017. 70% payout ratio.
Involved in Ontario land registration. Some concerns about slower real estate transactions but there are still a lot of transactions as mortgages renew. Diversifying into health care. Have a monopoly until 2017. 70% payout ratio.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$8.540
Owned
Yes
BUY
BUY
May 5, 2008
(Market Call Minute.) Land Registry office for the province of Ontario. Great technical capability.
(Market Call Minute.) Land Registry office for the province of Ontario. Great technical capability.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$9.560
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 21, 2008
(A Top Pick Nov 17/06. Note change.) When it converts over to a corporate structure, it will be able to maintain its level of distribution. A fabulous target for private equity.
(A Top Pick Nov 17/06. Note change.) When it converts over to a corporate structure, it will be able to maintain its level of distribution. A fabulous target for private equity.
Ravi Sood
President and Chief Operating Officer, Lawrence Asset Management
Price
$9.710
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 28, 2007
(A Top Pick Dec 15/06. Up 15.3%.) A defensive play. Slower growth, but very stable. Has a monopoly on the property licensing in Ontario. Distribution is very safe.
(A Top Pick Dec 15/06. Up 15.3%.) A defensive play. Slower growth, but very stable. Has a monopoly on the property licensing in Ontario. Distribution is very safe.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$10.250
Owned
Yes
TOP PICK
TOP PICK
November 8, 2007
Provides the land registry in Ontario. Have a monopoly until 2017. $87million cash on the balance sheet. Expanding into other services such as hospital billing.
Provides the land registry in Ontario. Have a monopoly until 2017. $87million cash on the balance sheet. Expanding into other services such as hospital billing.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.920
Owned
Yes
BUY
BUY
October 3, 2007
Have a monopoly on the land Registry system in Ontario. Decent value at this price. Yield is sustainable over the next couple of years. Will give you slow steady growth.
Have a monopoly on the land Registry system in Ontario. Decent value at this price. Yield is sustainable over the next couple of years. Will give you slow steady growth.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$9.860
Owned
Yes
HOLD
HOLD
July 11, 2007
Good fundamental story. Pretty much has a monopoly position in providing services for land Registry in Ontario. Not a ton of growth, but very stable. Low payout ratio. North of $10 it is fully priced.
Good fundamental story. Pretty much has a monopoly position in providing services for land Registry in Ontario. Not a ton of growth, but very stable. Low payout ratio. North of $10 it is fully priced.
Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$10.350
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 11, 2007
Dec 15,2006 Then $8.85 Had been a bit beaten up, and the valuation hadn't come back. A boring stable business. Not a lot of risk to their distributions.
Dec 15,2006 Then $8.85 Had been a bit beaten up, and the valuation hadn't come back. A boring stable business. Not a lot of risk to their distributions.
Michele Robitaille
Portfolio Manager, Guardian Capital
Price
$9.620
Owned
Yes
BUY
BUY
March 30, 2007
Have a monopoly on land Registry in Ontario. Good business model. Try to buy at $9.75 or below.
Have a monopoly on land Registry in Ontario. Good business model. Try to buy at $9.75 or below.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$9.390
Owned
Yes
Showing 1 to 15 of 37 entries