Cominar Real Estate Inv Tr (CUF.UN-T) Stock Predictions - Stockchase
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Cominar Real Estate Inv Tr (CUF.UN-T)

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Cominar Real Estate Inv T...

CUF.UN-T

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Cominar Real Estate Inv Tr (CUF.UN-T) SAVE Apr, 25, 2019, 12:47 pm

11.26 0.11 (0.97%)

About Cominar Real Estate Inv Tr (CUF.UN-T)

Cominar is a publicly traded real estate investment trust based in Quebec City, Canada. It was founded in 1965, and trades on the Toronto Stock Exchange under the symbol CUF.UN. Cominar manages a portfolio consisting of 430 office, retail, and industrial properties, totalling 38.4 million square feet. More at Wikipedia

What the experts are saying about CUF.UN-T



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COMMENT

They've disappointed for a long, long time. Won't see growth until 2020. He sees 1.8% AFFO growth. The balance sheet still carries a little more debt than it should. There are better opportunities out there. If they continue to execute, this should be better in coming years.

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They've disappointed for a long, long time. Won't see growth until 2020. He sees 1.8% AFFO growth. The balance sheet still carries a little more debt than it should. There are better opportunities out there. If they continue to execute, this should be better in coming years.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$11.890
Owned Owned
Unknown

DON'T BUY
A company that was under stressed. It was over levered. It starting to restructure. It had a couple of Target and Sears properties. They had to cut their distributions. They brought new Management. He would say it is cheap but stay away from it. It's tough.
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A company that was under stressed. It was over levered. It starting to restructure. It had a couple of Target and Sears properties. They had to cut their distributions. They brought new Management. He would say it is cheap but stay away from it. It's tough.
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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$10.830
Owned Owned
No

BUY
Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
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Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$10.870
Owned Owned
Yes

BUY
It was cheap a few years ago and really cheap now. He's frustrated with it, though the current earnings forecast holds great potential.
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It was cheap a few years ago and really cheap now. He's frustrated with it, though the current earnings forecast holds great potential.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$11.080
Owned Owned
Yes

HOLD

There has been some management turnaround resulting in the selling of assets and a reduction in the dividend.  The Quebec economy is doing well.  He likes that it is trading below NAV, but it will take some time to get back to full value.  He would suggest diversifying with some other REITs. Yield 6.2%.  

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There has been some management turnaround resulting in the selling of assets and a reduction in the dividend.  The Quebec economy is doing well.  He likes that it is trading below NAV, but it will take some time to get back to full value.  He would suggest diversifying with some other REITs. Yield 6.2%.  

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$11.540
Owned Owned
No

WEAK BUY

Heartbreaking story. Haven’t been as aggressive on asset sales, balance sheet not great. Model negative growth of -3.8%. Sowing seeds for growth, and if that’s the case, you can own it here. Trading at 11.3x. Wouldn’t be his first go-to, but OK at these levels.

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Heartbreaking story. Haven’t been as aggressive on asset sales, balance sheet not great. Model negative growth of -3.8%. Sowing seeds for growth, and if that’s the case, you can own it here. Trading at 11.3x. Wouldn’t be his first go-to, but OK at these levels.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$11.660
Owned Owned
Unknown

SHORT

He likes REITs where he is looking from yield perspective but he does not like the price momentum on this one so it is a small short.  It has a low return on equity.

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He likes REITs where he is looking from yield perspective but he does not like the price momentum on this one so it is a small short.  It has a low return on equity.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$12.300
Owned Owned
Yes

PAST TOP PICK

(Past Top Pick, Sept. 1, 2017, Down 3%) A REIT in Quebec which is enjoying one of the strongest economies in Canada. He's confident about real estate going forward. It's selling at a discount to book value. Good geography. What's not to like?

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(Past Top Pick, Sept. 1, 2017, Down 3%) A REIT in Quebec which is enjoying one of the strongest economies in Canada. He's confident about real estate going forward. It's selling at a discount to book value. Good geography. What's not to like?

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$12.390
Owned Owned
Yes

COMMENT

They've misallocated capital in the past and for years he had a sell signal. Now, he's not sure. But new board members are stellar, so we'll see positive change here. It could be a long road to get the company going again. Your risk to the
downside is lower now than a year ago.

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They've misallocated capital in the past and for years he had a sell signal. Now, he's not sure. But new board members are stellar, so we'll see positive change here. It could be a long road to get the company going again. Your risk to the
downside is lower now than a year ago.

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Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$12.280
Owned Owned
No

PAST TOP PICK

(A Top Pick Sep. 1/17, Down 6%)  It had a nice yield but lost some altitude.  Mall REITs have been doing this because of the AMZN-Q tsunami of the retail industry.  They are mostly in Quebec now and it is the strongest province we have right now.  CUF.UN-T is trading at a nice discount to book value.  He is staying with it.

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(A Top Pick Sep. 1/17, Down 6%)  It had a nice yield but lost some altitude.  Mall REITs have been doing this because of the AMZN-Q tsunami of the retail industry.  They are mostly in Quebec now and it is the strongest province we have right now.  CUF.UN-T is trading at a nice discount to book value.  He is staying with it.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$12.070
Owned Owned
_N/A

DON'T BUY

It missed its last report. It holds a lot in tier-2 malls. They're over-leveraged. They're re-structuring everything. Their chart is terrible. They're dealing with a lot of issues. Yes, it's cheap, but suffers from bad execution. They failed to expand and acquire properly. It's going nowhere.

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It missed its last report. It holds a lot in tier-2 malls. They're over-leveraged. They're re-structuring everything. Their chart is terrible. They're dealing with a lot of issues. Yes, it's cheap, but suffers from bad execution. They failed to expand and acquire properly. It's going nowhere.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$12.200
Owned Owned
No

PAST TOP PICK

(A Top Pick Jul 21/17, Up 0.23%)  They took a write off and cleaned up their balance sheet.  The last REIT that did this turned around and went up afterwards.

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(A Top Pick Jul 21/17, Up 0.23%)  They took a write off and cleaned up their balance sheet.  The last REIT that did this turned around and went up afterwards.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$12.610
Owned Owned
Yes

DON'T BUY

This is not a company he would feel comfortable owning as the dividend was recently cut – a rare occurrence in the REIT space.  This REIT is too exposed to Quebec City retail. 

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This is not a company he would feel comfortable owning as the dividend was recently cut – a rare occurrence in the REIT space.  This REIT is too exposed to Quebec City retail. 

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$12.550
Owned Owned
No

HOLD

Cut their distribution by 37%.  Assets are going to shrink.  He thinks 2019 they can grow 13%.  They have a plan to internalize construction.  There are more compelling REITS.  It is probably a turnaround story here.

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Cut their distribution by 37%.  Assets are going to shrink.  He thinks 2019 they can grow 13%.  They have a plan to internalize construction.  There are more compelling REITS.  It is probably a turnaround story here.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$12.890
Owned Owned
Unknown

DON'T BUY

Is the dividend sustainable? Dividend was cut 40-50% in December’s reorganization. They became unfocused and aligned with Target and Sears locations. Would stay away from this.

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Is the dividend sustainable? Dividend was cut 40-50% in December’s reorganization. They became unfocused and aligned with Target and Sears locations. Would stay away from this.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$13.950
Owned Owned
Unknown

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