What the experts are saying about PLD-N

Signal	Opinion	Expert
PAST TOP PICK	Prologis(PLD-N) December 5, 2018 (A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd. investment companies/funds 0 0 0 0 0 0 comments	(A Top Pick Aug 16/18, Up 3%) He likes the return given how the general market has retraced lately. Their cash flow growth is 15% annually and he does not see that slowing down soon. They are adding services to their retail tenants and that will separate them from the crowd. investment companies/funds 0 0 0 0 0 0 comments Joshua Varghese Portfolio , Signature Global Ass... Price $0.000 Owned Yes

TOP PICK	Prologis(PLD-N) August 16, 2018 Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield) investment companies/funds 0 0 0 0 0 0 comments	Well-know player in the industrial space. 1-2% of global GDP flows through their buildings. They will lead who rents are set in the industrial space. Huge in Asia, Europe and North America. (3% dividend yield) investment companies/funds 0 0 0 0 0 0 comments Joshua Varghese Portfolio , Signature Global Ass... Price $65.650 Owned Yes
DON'T BUY	Prologis(PLD-N) May 11, 2016 This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk. investment companies/funds 0 0 0 0 0 0 comments	This owns industrial warehouses and distribution centres, which they rent out to companies. In 2008, the stock fell down to $1-$2 per share, so it is very much a cyclical play. Wouldn’t buy any of the industrial REITs, but would prefer looking at an apartment REIT such as Apartment Investment & Management (AIV-N), which will give you the same kind of returns, with a lot less risk. investment companies/funds 0 0 0 0 0 0 comments John Burke CEO & CIO, Burke Financial Stra... Price $46.960 Owned No
PAST TOP PICK	Prologis(PLD-N) March 18, 2015 (A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive. investment companies/funds 0 0 0 0 0 0 comments	(A Top Pick March 19/14. Up 10.53%.) Largest global owner of industrial real estate. It is the best run industrial REIT in the world. Trading below its NAV of around $44 per share. He thinks one of the biggest beneficiaries of the US economic recovery is going to be industrial real estate. One of the biggest beneficiaries of the large e-commerce push is going to be industrial real estate as well. Their global footprint is very important. This still screens as very attractive. investment companies/funds 0 0 0 0 0 0 comments Michael Missagh VP & Sr. P, Sentry Investments... Price $43.500 Owned Yes
TOP PICK	Prologis(PLD-N) October 16, 2014 The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one. investment companies/funds 0 0 0 0 0 0 comments	The largest global industrial REIT. Majority of assets in North America, but they have exposure to Europe and Asia. They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet. Thinks the market is not recognizing the quality of business and the upside to free cash flow growth. This is a unique opportunity to buy this one. investment companies/funds 0 0 0 0 0 0 comments Michael Missagh VP & Sr. P, Sentry Investments... Price $38.420 Owned Yes
TOP PICK	Prologis(PLD-N) March 19, 2014 World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%. investment companies/funds 0 0 0 0 0 0 comments	World’s largest owner, operator and developer of industrial assets. Majority of assets continue to be in the US, which is growing at a clip much higher than any other developed country. Benefiting that, there has been very little in the way of new supply of industrial real estate in the US. As well, they operate in some of the core coastal markets as well as the core markets where there are transportation hubs and delivery hubs. They are seeing occupancy and rental increases. The most important thing going forward is that they have right sized the business from a balance sheet and payout ratio as well. Dividend yield of 3.24%. investment companies/funds 0 0 0 0 0 0 comments Michael Missagh VP & Sr. P, Sentry Investments... Price $40.020 Owned Yes
COMMENT	Prologis(PLD-N) June 9, 2009 International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable. investment companies/funds 0 0 0 0 0 0 comments	International distribution business. Got way overstretched and had to retract in a huge way. Looks like they have formed a base and will be survivors. Chart looks very good. If the economy doesn't come back and the softness is protracted, they are very vulnerable. investment companies/funds 0 0 0 0 0 0 comments Charles Dilling Vice Presi, Morguard Financial... Price $9.100 Owned No