Northwest Healthcare Property REIT (NWH.UN-T) Stock Predictions - Stockchase
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Northwest Healthcare Property REIT (NWH.UN-T)

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Northwest Healthcare Prop...

NWH.UN-T

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Northwest Healthcare Property REIT (NWH.UN-T) SAVE Apr, 19, 2019, 9:01 am

11.43 0.09 (0.79%)

What the experts are saying about NWH.UN-T



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Signal Opinion Expert
DON'T BUY
It pays 82% of free cash flow. Sales are down 7% on the year and it trades at 13 times earnings. It holds a lot of debt at 16 times earnings. He would look elsewhere. Yield 6.9%.
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It pays 82% of free cash flow. Sales are down 7% on the year and it trades at 13 times earnings. It holds a lot of debt at 16 times earnings. He would look elsewhere. Yield 6.9%.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$11.520
Owned Owned
No

PAST TOP PICK
(A Top Pick Sep 06/18, Down 13%) He thinks it has gotten better with a recent announcement on a project in Australia. They run medical office buildings in Canada, Germany, Brazil and other locations. He likes the global exposure and sees lots of growth going forward.
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(A Top Pick Sep 06/18, Down 13%) He thinks it has gotten better with a recent announcement on a project in Australia. They run medical office buildings in Canada, Germany, Brazil and other locations. He likes the global exposure and sees lots of growth going forward.
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Tim Regan

Managing D, Kingwest & Company...

Price Price
$9.710
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Jul 19/18, Up 0.3%)  They are doing a lot of very smart things in the health care area around the world and he is sticking with it.

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(A Top Pick Jul 19/18, Up 0.3%)  They are doing a lot of very smart things in the health care area around the world and he is sticking with it.

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Tim Regan

Managing D, Kingwest & Company...

Price Price
$11.300
Owned Owned
Yes

TOP PICK

It is a Canadian firm, owning medical buildings.  That was their original business and they are redeploying some of their capital internationally.  They have had some fantastic capital deployment.  They are now going to run one of the biggest Australian healthcare real estate funds.  You get about a 7% yield.  (Analysts’ target: $11.85).

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It is a Canadian firm, owning medical buildings.  That was their original business and they are redeploying some of their capital internationally.  They have had some fantastic capital deployment.  They are now going to run one of the biggest Australian healthcare real estate funds.  You get about a 7% yield.  (Analysts’ target: $11.85).

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Tim Regan

Managing D, Kingwest & Company...

Price Price
$11.300
Owned Owned
Yes

TOP PICK

The only REIT he owns.  The property portfolio is not just Canadian but half is international.  The CEO is a very smart capital allocator.  He owns quite a bit of the company. (Analysts’ target: $11.65).

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The only REIT he owns.  The property portfolio is not just Canadian but half is international.  The CEO is a very smart capital allocator.  He owns quite a bit of the company. (Analysts’ target: $11.65).

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Tim Regan

Managing D, Kingwest & Company...

Price Price
$11.380
Owned Owned
Yes

DON'T BUY

He long ago owned this. It trades at a cheap 14x AFFO. It's in several businesses across several georgapies (i.e. German, Australia, Canada). But he wants a REIT that's highly specific or is best in class. This is neither. Their last quarter was weak, too. They'll need a lot of acqusitions to keep going. They're stretched out.

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He long ago owned this. It trades at a cheap 14x AFFO. It's in several businesses across several georgapies (i.e. German, Australia, Canada). But he wants a REIT that's highly specific or is best in class. This is neither. Their last quarter was weak, too. They'll need a lot of acqusitions to keep going. They're stretched out.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$11.330
Owned Owned
No

COMMENT

Their plan is to acquire medical office buildings and standardize the rent and leases, get advertising and get parking. It was a Canadian only entity, but then merged with Northwest International, and has become a much bigger REIT. A REIT is fine in your portfolio, but it’s hard to get excited about a company that has to pay out 95% of its cash flow to shareholders. The valuation on all REITs is quite expensive at this time. Yield of almost 7%.

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Their plan is to acquire medical office buildings and standardize the rent and leases, get advertising and get parking. It was a Canadian only entity, but then merged with Northwest International, and has become a much bigger REIT. A REIT is fine in your portfolio, but it’s hard to get excited about a company that has to pay out 95% of its cash flow to shareholders. The valuation on all REITs is quite expensive at this time. Yield of almost 7%.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$11.610
Owned Owned
No

COMMENT

A really interesting organization. You are buying healthcare assets, such as hospitals and medical treatment centres in multiple markets such as Brazil, Germany, New Zealand and Canada. That really diversifies your risk. He doesn’t own it because as a real estate guy he has trouble valuing properties in those kind of diverse markets, without really understanding what is happening in healthcare, etc. 7.3% dividend yield.

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A really interesting organization. You are buying healthcare assets, such as hospitals and medical treatment centres in multiple markets such as Brazil, Germany, New Zealand and Canada. That really diversifies your risk. He doesn’t own it because as a real estate guy he has trouble valuing properties in those kind of diverse markets, without really understanding what is happening in healthcare, etc. 7.3% dividend yield.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$10.940
Owned Owned
No

COMMENT

A globally diversified REIT with exposure in Canada, Brazil, Germany, Austria and Asia. Rather than being in healthcare, they are more of a rent collector. In Canada, in particular, they run medical office buildings, which is a more defensive part of the market. Yield of about 8%. Although it has some positive attributes, the balance sheet is stretched, and a lot of their debts are in convertible bonds.

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A globally diversified REIT with exposure in Canada, Brazil, Germany, Austria and Asia. Rather than being in healthcare, they are more of a rent collector. In Canada, in particular, they run medical office buildings, which is a more defensive part of the market. Yield of about 8%. Although it has some positive attributes, the balance sheet is stretched, and a lot of their debts are in convertible bonds.

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Dean Orrico

President, Middlefield Capital ...

Price Price
$10.160
Owned Owned
Unknown

COMMENT

This has medical office buildings in other parts of the world like Brazil, Australia, New Zealand. There are a lot of cross currency issues. Has a relatively high payout ratio. He prefers other names in terms of risk/reward.

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This has medical office buildings in other parts of the world like Brazil, Australia, New Zealand. There are a lot of cross currency issues. Has a relatively high payout ratio. He prefers other names in terms of risk/reward.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$9.660
Owned Owned
No

SHORT

NWH.UN-T vs. CSH.UN-T.  CSH.UN-T has decent growth because of their demographics.  His problem with REITs is that they were one of the biggest beneficiaries of the low interest rate.  He looks at the cap rate and turns it into an enterprise value and you are paying 15-16 times operating cash flow.  You should pay that for a high tech company, not a healthcare company.  You are paying out 80-90% of the income as yield.  You can’t do that in other sectors.  Where is the money to invest in the business – how does it grow?  He went short the REITs about two months ago.  He does not like either one, but if forced to choose it would be CSH.UN-T.

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NWH.UN-T vs. CSH.UN-T.  CSH.UN-T has decent growth because of their demographics.  His problem with REITs is that they were one of the biggest beneficiaries of the low interest rate.  He looks at the cap rate and turns it into an enterprise value and you are paying 15-16 times operating cash flow.  You should pay that for a high tech company, not a healthcare company.  You are paying out 80-90% of the income as yield.  You can’t do that in other sectors.  Where is the money to invest in the business – how does it grow?  He went short the REITs about two months ago.  He does not like either one, but if forced to choose it would be CSH.UN-T.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$10.520
Owned Owned
No

COMMENT

Something of a healthcare REIT, and is typical of a lot of younger REITs where they’ve got a development company that identifies properties, builds them up and gets them fully leased, and blends them in. This has had some hiccups in the last little while. It is trading at a discount to NAV. Not a bad way to play the sector if you are looking for real estate exposure in this particular area.

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Something of a healthcare REIT, and is typical of a lot of younger REITs where they’ve got a development company that identifies properties, builds them up and gets them fully leased, and blends them in. This has had some hiccups in the last little while. It is trading at a discount to NAV. Not a bad way to play the sector if you are looking for real estate exposure in this particular area.

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Dean Orrico

President, Middlefield Capital ...

Price Price
$10.480
Owned Owned
Yes

COMMENT

(Market Call Minute.) Excellent management. A niche business in that they are growing in the healthcare space but have now focused outside of Canada, and are getting leased properties that have cap rates that you don’t really see in Canada. Being in a foreign market, currency is an obvious issue. If you own it, he expects you are going to get a nice distribution. Expect they will make acquisitions and grow.

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(Market Call Minute.) Excellent management. A niche business in that they are growing in the healthcare space but have now focused outside of Canada, and are getting leased properties that have cap rates that you don’t really see in Canada. Being in a foreign market, currency is an obvious issue. If you own it, he expects you are going to get a nice distribution. Expect they will make acquisitions and grow.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$10.500
Owned Owned
Unknown

COMMENT

Has trouble figuring out the Brazilian, German, New Zealand and Canadian Healthcare systems, so doesn’t own this. Because it is so complex, he thinks it should trade at a higher yield. Going forward they are committed to growth from a global standpoint. He’ll wait for a couple of more quarters and look for a more stable growth trend. 

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Has trouble figuring out the Brazilian, German, New Zealand and Canadian Healthcare systems, so doesn’t own this. Because it is so complex, he thinks it should trade at a higher yield. Going forward they are committed to growth from a global standpoint. He’ll wait for a couple of more quarters and look for a more stable growth trend. 

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$10.710
Owned Owned
No

COMMENT

Owns this in his income portfolio. Their portfolio is diversified outside of Canada. Thinks they will continue to grow by acquisition. They pay nice yield and the CEO owns a fair bit of the stock as well.

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Owns this in his income portfolio. Their portfolio is diversified outside of Canada. Thinks they will continue to grow by acquisition. They pay nice yield and the CEO owns a fair bit of the stock as well.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$10.090
Owned Owned
Yes

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