TSE:ZRE
26.08
0.00
(0.00%)
Analysis and Opinions about ZRE-T
Signal
Opinion
Expert
COMMENT
COMMENT
November 4, 2019
It mimics the REIT index. You have to know what you own. This is monthly dividend. Everyone should have a real estate component in their investments.
Show full opinionHide full opinion
It mimics the REIT index. You have to know what you own. This is monthly dividend. Everyone should have a real estate component in their investments.
COMMENT
COMMENT
September 13, 2019
You're buying something where big box retailers are dropping like flies and property valuation is very high. Right now, it's an odd space to be in. The retail space makes him cautious.
Show full opinionHide full opinionYou're buying something where big box retailers are dropping like flies and property valuation is very high. Right now, it's an odd space to be in. The retail space makes him cautious.
PAST TOP PICK
PAST TOP PICK
September 12, 2019
(A Top Pick Mar 22/19, Up 5%) He is out of it now. It was a 6 month pick. You could still pick this one up though. He does not see too much impact from interest rates. He thinks rates might push up a little over the next year.
Show full opinionHide full opinion(A Top Pick Mar 22/19, Up 5%) He is out of it now. It was a 6 month pick. You could still pick this one up though. He does not see too much impact from interest rates. He thinks rates might push up a little over the next year.
BUY
BUY
September 5, 2019
It has worked out well because interest rates fell through the floor. He thinks equal weight is better. As long as economic growth remains reasonable and interest rates remain really low, it should be okay.
Show full opinionHide full opinionIt has worked out well because interest rates fell through the floor. He thinks equal weight is better. As long as economic growth remains reasonable and interest rates remain really low, it should be okay.
PAST TOP PICK
PAST TOP PICK
June 7, 2019
(A Top Pick Mar 22/19, Up 2%) Resistance at $24 but we'll probably see a push higher as the real estate markets heat up again.
Show full opinionHide full opinion(A Top Pick Mar 22/19, Up 2%) Resistance at $24 but we'll probably see a push higher as the real estate markets heat up again.
TOP PICK
TOP PICK
March 22, 2019
Breakout was pretty substantive. Looking at the price action, this suggests that rates aren't going to surge higher and cause people problems. Stability here. Not a huge upside, but risk/reward is really, really good. More of a core position. A year from now, this pick will still be good. Yield is 4.32%.
Show full opinionHide full opinionBreakout was pretty substantive. Looking at the price action, this suggests that rates aren't going to surge higher and cause people problems. Stability here. Not a huge upside, but risk/reward is really, really good. More of a core position. A year from now, this pick will still be good. Yield is 4.32%.
DON'T BUY
DON'T BUY
January 15, 2018
VNQ-N in the US is a read on the index in the US. It has been in a pretty reliable trading range for a year or so but we broke out of it. Then look at ZRE-T and it is a different picture. There is much more risk in the Canadian REITs here. Even with a dovish rate increase he does not think you want to buy it here. You need a more significant dip here to buy it. He prefers below $19.
VNQ-N in the US is a read on the index in the US. It has been in a pretty reliable trading range for a year or so but we broke out of it. Then look at ZRE-T and it is a different picture. There is much more risk in the Canadian REITs here. Even with a dovish rate increase he does not think you want to buy it here. You need a more significant dip here to buy it. He prefers below $19.
SELL
SELL
April 10, 2017
He likes it when the risk adjusted returns are attractive. Friday he sold REITs in his dividend fund. If it gets below $18, it would be attractive again because of the yield.
He likes it when the risk adjusted returns are attractive. Friday he sold REITs in his dividend fund. If it gets below $18, it would be attractive again because of the yield.
COMMENT
COMMENT
October 6, 2016
The REITs market is very subject to interest rates. If you are buying into REITs, you have to be aware that there has been a big explosion in real estate, however you have managers that know what they are doing. If you want to be in the sector, it has a good rate of return. Just be a little cautious and don’t go nuts.
The REITs market is very subject to interest rates. If you are buying into REITs, you have to be aware that there has been a big explosion in real estate, however you have managers that know what they are doing. If you want to be in the sector, it has a good rate of return. Just be a little cautious and don’t go nuts.
COMMENT
COMMENT
September 26, 2016
REITs are little bit on the cheap side compared to world indexes, but he does not think they are good value. The interest rates going into next year are too high. He does not like the market risk overall. He likes the sector for the dividend, but not for the total return. It is attractive if you don’t mind the volatility risk short term.
REITs are little bit on the cheap side compared to world indexes, but he does not think they are good value. The interest rates going into next year are too high. He does not like the market risk overall. He likes the sector for the dividend, but not for the total return. It is attractive if you don’t mind the volatility risk short term.
BUY WEAKNESS
BUY WEAKNESS
April 1, 2016
(Market Call Minute.) He generally thinks that REITs are great. Have increased recently, but have been undervalued for a long time. Feels they may pull back in the short term, and he would Buy on the dip.
(Market Call Minute.) He generally thinks that REITs are great. Have increased recently, but have been undervalued for a long time. Feels they may pull back in the short term, and he would Buy on the dip.
BUY WEAKNESS
BUY WEAKNESS
February 1, 2016
Equal rate REIT ETF. He has said for the last year and a half that they had downside risk, but now he is at maximum position in REITs in his dividend fund. In the last month or so he has been adding every time it has been getting weak. This is one of the ones he holds.
Equal rate REIT ETF. He has said for the last year and a half that they had downside risk, but now he is at maximum position in REITs in his dividend fund. In the last month or so he has been adding every time it has been getting weak. This is one of the ones he holds.
BUY
BUY
January 18, 2016
REITs. Real Estate fundamentals are solid in most office and commercial properties. There is some stress from the energy sector. His max exposure is 12.5% in his funds. Today he is at that level because he sees a lot of relative value.
REITs. Real Estate fundamentals are solid in most office and commercial properties. There is some stress from the energy sector. His max exposure is 12.5% in his funds. Today he is at that level because he sees a lot of relative value.
COMMENT
COMMENT
September 8, 2015
RioCan (REI.UN-T) or BMO Equal Weight REITs Index (ZRE-T)? They are not too different. This has relatively large weightings in some of the large REITs, and they all tend to move in the same direction when the sector sells off. While he likes RioCan very much, he thinks this one is a little bit better because it is a diversified basket.
RioCan (REI.UN-T) or BMO Equal Weight REITs Index (ZRE-T)? They are not too different. This has relatively large weightings in some of the large REITs, and they all tend to move in the same direction when the sector sells off. While he likes RioCan very much, he thinks this one is a little bit better because it is a diversified basket.
COMMENT
COMMENT
April 24, 2015
REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. The chart on this one shows the rising trend line pushing up towards resistance, and eventually you would expect a break out, which is a bullish resolution.
REITs are a good play in the summer. Usually you get falling rates during the summer. Investors want to be less correlated and reduce their risks to equities, and often trend towards the bond markets. From March to May is the 1st period of seasonal strength for REITs, and then June through August is the next period. The chart on this one shows the rising trend line pushing up towards resistance, and eventually you would expect a break out, which is a bullish resolution.
