Dundee Corp. (A)

DC.A-T

TSE:DC.A

1.22
0.01 (0.83%)
Dundee Corporation is a holding company based in Toronto, Ontario, Canada with wealth management, real estate and resources holdings. Dundee Corporation was founded by Canadian entrepreneur made billionaire, Ned Goodman.
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Analysis and Opinions about DC.A-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 5, 2016

It broke a down trend. It has pretty weak upside. The recent level of highs has not been taken out. It is struggling.

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It broke a down trend. It has pretty weak upside. The recent level of highs has not been taken out. It is struggling.

COMMENT
COMMENT
September 14, 2016

A holding company that owns a lot of different things. Real estate is a big part of it, but they also have a lot of private companies in the resource space of energy and commodities, which have been dragging them down a little. Also, have some biotech which has some upside. This is somewhat complex, but he would say that there is value in the company. You need to have a little bit of patience; longer-term he thinks you will make good money off of this.

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Dundee Corp. (A) (DC.A-T)
September 14, 2016

A holding company that owns a lot of different things. Real estate is a big part of it, but they also have a lot of private companies in the resource space of energy and commodities, which have been dragging them down a little. Also, have some biotech which has some upside. This is somewhat complex, but he would say that there is value in the company. You need to have a little bit of patience; longer-term he thinks you will make good money off of this.

COMMENT
COMMENT
September 1, 2016

This is more of a pure play on commodities and real estate. He is staying away from the name. It is illiquid and doesn’t pay a dividend. He is pretty negative on commodities. He doesn’t see any material value for his shareholders.

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Dundee Corp. (A) (DC.A-T)
September 1, 2016

This is more of a pure play on commodities and real estate. He is staying away from the name. It is illiquid and doesn’t pay a dividend. He is pretty negative on commodities. He doesn’t see any material value for his shareholders.

COMMENT
COMMENT
August 9, 2016

A holding company that has a number of interesting businesses, including real estate. They are also involved in Canada’s first ever SPAC, and their SPAC is coming to an end in the next 8-12 months, so you are going to see either a transaction or a return of capital to the provider. Expect it will be fairly newsy over the next 6 months. A well-managed group.

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A holding company that has a number of interesting businesses, including real estate. They are also involved in Canada’s first ever SPAC, and their SPAC is coming to an end in the next 8-12 months, so you are going to see either a transaction or a return of capital to the provider. Expect it will be fairly newsy over the next 6 months. A well-managed group.

DON'T BUY
DON'T BUY
August 8, 2016

Not his favourite. They don’t play in spaces he wants to be in.

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Not his favourite. They don’t play in spaces he wants to be in.

HOLD
HOLD
June 3, 2016

Some of these financials are still doing well. The trend is still positive. Stick with it for now. If it breaks the trend line, then you want to escape.

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Some of these financials are still doing well. The trend is still positive. Stick with it for now. If it breaks the trend line, then you want to escape.

DON'T BUY
DON'T BUY
April 11, 2016

He has been involved in it in the past. They recycled the cash from the Dundee sale into resources. There is concern about the liquidity of their investment. They had some debt they had to refinance recently. Avoid it in the near term.

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He has been involved in it in the past. They recycled the cash from the Dundee sale into resources. There is concern about the liquidity of their investment. They had some debt they had to refinance recently. Avoid it in the near term.

WATCH
WATCH
March 28, 2016

They are going through a transition now. The sons are taking over the company. Mutual funds were sold to BNS-T. They have Dream Real Estate. It is not one he has decided to own until he has watched how management does over the next couple of years.

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They are going through a transition now. The sons are taking over the company. Mutual funds were sold to BNS-T. They have Dream Real Estate. It is not one he has decided to own until he has watched how management does over the next couple of years.

COMMENT
COMMENT
December 30, 2015

Sell the preferred shares? Company recently said they have to negotiate with preferred shareholders, because when it comes due for payment in June or July, cash is going to be tight. That is never a good sign. His view is that if you wouldn’t buy more, then you cut your loss and move on to something else.

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Dundee Corp. (A) (DC.A-T)
December 30, 2015

Sell the preferred shares? Company recently said they have to negotiate with preferred shareholders, because when it comes due for payment in June or July, cash is going to be tight. That is never a good sign. His view is that if you wouldn’t buy more, then you cut your loss and move on to something else.

PAST TOP PICK
PAST TOP PICK
November 12, 2015

(A Top Pick Aug 7/14. Down 58.84%.) This was a mistake. Very good people but a balance sheet that deteriorated fairly rapidly. They need to decide what their focus is, going forward.

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Dundee Corp. (A) (DC.A-T)
November 12, 2015

(A Top Pick Aug 7/14. Down 58.84%.) This was a mistake. Very good people but a balance sheet that deteriorated fairly rapidly. They need to decide what their focus is, going forward.

PAST TOP PICK
PAST TOP PICK
August 12, 2015

(Top Pick Aug. 7/14, Down 43.67%) The outcome of the company is in question. He thinks they lost direction. He sold.

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(Top Pick Aug. 7/14, Down 43.67%) The outcome of the company is in question. He thinks they lost direction. He sold.

TOP PICK
TOP PICK
August 7, 2014

This is a competitor of his. The recovery that he sees in resource markets will definitely benefit people like himself and this company. They have a great balance sheet and a great team. Sold their mutual fund business a few years ago to a bank, and they are now allowed to come back into that business and compete. They are ferocious competitors.

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This is a competitor of his. The recovery that he sees in resource markets will definitely benefit people like himself and this company. They have a great balance sheet and a great team. Sold their mutual fund business a few years ago to a bank, and they are now allowed to come back into that business and compete. They are ferocious competitors.

PAST TOP PICK
PAST TOP PICK
April 8, 2014

(A Top Pick March 20/13. Down 23.33%.) A long-term holding for him. It was a story of a lot of hidden assets not recognized by the marketplace. Had a strong belief that management was going to unlock that value. What they have done since is spun out a number of different real estate arms, selling a bunch of assets and returning cash to shareholders in the form of regular dividends and buybacks. Sold his holdings in August.

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(A Top Pick March 20/13. Down 23.33%.) A long-term holding for him. It was a story of a lot of hidden assets not recognized by the marketplace. Had a strong belief that management was going to unlock that value. What they have done since is spun out a number of different real estate arms, selling a bunch of assets and returning cash to shareholders in the form of regular dividends and buybacks. Sold his holdings in August.

PAST TOP PICK
PAST TOP PICK
August 29, 2013

(Top Pick Apr 29/12, Down 16.21%) Exited about $21 or $22 after the spin-off. He thought it would release more value than what happened. REITs have not done well generally.

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(Top Pick Apr 29/12, Down 16.21%) Exited about $21 or $22 after the spin-off. He thought it would release more value than what happened. REITs have not done well generally.

PAST TOP PICK
PAST TOP PICK
June 26, 2013

(A Top Pick March 20/13. Down 58%.)

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(A Top Pick March 20/13. Down 58%.)

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