Tricon Capital Group (TCN-T) Stock Predictions - Stockchase
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Tricon Capital Group (TCN-T)

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Tricon Capital Group

TCN-T

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Tricon Capital Group (TCN-T) SAVE Dec, 10, 2018, 4:04 pm

9.97 0.29 (2.83%)

What the experts are saying about TCN-T



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TOP PICK
Tricon Capital Group(TCN-T) 

December 5, 2018

They offer technology services into real estate management. Trades at a big discount to NAV, which he feels will also grow strongly going forward. A slowdown in real estate building is a good sign that more people are considering renting. Yield 3%. (Analysts’ price target is $13.86)
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They offer technology services into real estate management. Trades at a big discount to NAV, which he feels will also grow strongly going forward. A slowdown in real estate building is a good sign that more people are considering renting. Yield 3%. (Analysts’ price target is $13.86)
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Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$10.170
Owned Owned
Yes

HOLD
Tricon Capital Group(TCN-T) 

November 28, 2018

He sold this about 2 years ago. As the US housing market recovered this had done well. Now that US housing is slowing and US interest rates may be near 5-6%, he thinks this could further impact demand. He likes the yield and thinks it would continue to be a hold. (Analysts’ price target is $13.86)
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He sold this about 2 years ago. As the US housing market recovered this had done well. Now that US housing is slowing and US interest rates may be near 5-6%, he thinks this could further impact demand. He likes the yield and thinks it would continue to be a hold. (Analysts’ price target is $13.86)
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$10.330
Owned Owned
No

PAST TOP PICK
Tricon Capital Group(TCN-T) 

September 10, 2018

(A Top Pick Oct 27/17, Up 6%)  It is an excellent company, getting into US single family rental.  The long term outlook is good but definitely interest rates impacted calculating the net asset value.

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(A Top Pick Oct 27/17, Up 6%)  It is an excellent company, getting into US single family rental.  The long term outlook is good but definitely interest rates impacted calculating the net asset value.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$11.120
Owned Owned
No

COMMENT
Tricon Capital Group(TCN-T) 

August 17, 2018

They’ve diversified. Underlying dynamics for this asset class are more positive than the homebuilders. But if rates go up, their profitability gets tougher. A low valuation way to play the US housing market, but he feels this is close to turning over.

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They’ve diversified. Underlying dynamics for this asset class are more positive than the homebuilders. But if rates go up, their profitability gets tougher. A low valuation way to play the US housing market, but he feels this is close to turning over.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$11.780
Owned Owned
No

BUY
Tricon Capital Group(TCN-T) 

August 16, 2018

A frustrating stock in some respects, but run by astute managers. They operate U.S. single-family homes and have used technology in association with their real estate projects. They're a long-term real estate manager that manages single-family homes. There's no catalyst that'll propel it tomorrow, but it's solid long-term.

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A frustrating stock in some respects, but run by astute managers. They operate U.S. single-family homes and have used technology in association with their real estate projects. They're a long-term real estate manager that manages single-family homes. There's no catalyst that'll propel it tomorrow, but it's solid long-term.

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Joshua Varghese

Portfolio , Signature Global Ass...

Price Price
$11.760
Owned Owned
Unknown

BUY
Tricon Capital Group(TCN-T) 

August 10, 2018

He has been following this one closely since the IPO at $6.  They have evolved the company into a landed home building community, building master community centres, particularly in the sunbelt of the US.  They are operating about 17,000 family homes.  Recent earnings were positive.  The market has not yet really appreciated the true value of this stock and it trades at a 15% discount to its NAV.  It has struggled getting through $12, so will be watching to see if it can get to $14 soon.  

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He has been following this one closely since the IPO at $6.  They have evolved the company into a landed home building community, building master community centres, particularly in the sunbelt of the US.  They are operating about 17,000 family homes.  Recent earnings were positive.  The market has not yet really appreciated the true value of this stock and it trades at a 15% discount to its NAV.  It has struggled getting through $12, so will be watching to see if it can get to $14 soon.  

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Mike Archibald

Associate , AGF Investments...

Price Price
$11.540
Owned Owned
Yes

PAST TOP PICK

(A Top Pick May 29/2017, Down 3%) Exited a few months back. Healthy business, but asset purchase 9 months ago, US single family housing portfolio. One risk is that it's valued on a cap rate basis, so rising interest rates will hurt the perceived value of the assets. Well-run business. If it pulled back, they'd consider re-entering it.

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(A Top Pick May 29/2017, Down 3%) Exited a few months back. Healthy business, but asset purchase 9 months ago, US single family housing portfolio. One risk is that it's valued on a cap rate basis, so rising interest rates will hurt the perceived value of the assets. Well-run business. If it pulled back, they'd consider re-entering it.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$10.560
Owned Owned
No

HOLD

This stock is starting to recover and has reported a couple of improving quarterly earnings.  He owns it, but is a little worried when it did not rally on the recent reports.  They have an investor day coming up and hopes they will alleviate investor fears. 

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This stock is starting to recover and has reported a couple of improving quarterly earnings.  He owns it, but is a little worried when it did not rally on the recent reports.  They have an investor day coming up and hopes they will alleviate investor fears. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$10.870
Owned Owned
Yes

TOP PICK

An asset manager in real estate, selling land to home builders. They also offer single-family rentals. They are strong in the U.S. sunbelt, and just made a good acquisition. Strong demographics. (Analysts' price target: $12.95)

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An asset manager in real estate, selling land to home builders. They also offer single-family rentals. They are strong in the U.S. sunbelt, and just made a good acquisition. Strong demographics. (Analysts' price target: $12.95)

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$10.800
Owned Owned
Yes

SPECULATIVE BUY

This trades very cheap but he is concerned about interest rates. He likes the stock at this price but would hedge it by shorting similar companies that are less cheap.

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This trades very cheap but he is concerned about interest rates. He likes the stock at this price but would hedge it by shorting similar companies that are less cheap.

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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$10.100
Owned Owned
No

DON'T BUY

They had own it a couple of years ago. Not currently. They did a good job buying undervalued houses in the southeastern US after the financial crisis. They took profits. He thinks it is too late in the cycle for this name. 

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They had own it a couple of years ago. Not currently. They did a good job buying undervalued houses in the southeastern US after the financial crisis. They took profits. He thinks it is too late in the cycle for this name. 

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$10.080
Owned Owned
No

TOP PICK

Three segments: single-family rental homes; buy large plots of land, develop and sell them; develop and rent luxury apartment buildings. They're exposed to strong-growth areas like the Sunbelt states (FLA, TX, CA) which is growing faster than the rest of the U.S. Continues to trade at a discount to its NAV--the market isn't paying attention to their success. (Analysts' price target $13.18)

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Three segments: single-family rental homes; buy large plots of land, develop and sell them; develop and rent luxury apartment buildings. They're exposed to strong-growth areas like the Sunbelt states (FLA, TX, CA) which is growing faster than the rest of the U.S. Continues to trade at a discount to its NAV--the market isn't paying attention to their success. (Analysts' price target $13.18)

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$10.020
Owned Owned
Yes

TOP PICK

They have a real estate investment function but he owns it for their single family homes.  It is homes in the southern US and they just refinanced their debt.  They are in the sweet spot.  They are where there is job growth and that is where rents go up.  (Analysts’ target: $13.18).

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They have a real estate investment function but he owns it for their single family homes.  It is homes in the southern US and they just refinanced their debt.  They are in the sweet spot.  They are where there is job growth and that is where rents go up.  (Analysts’ target: $13.18).

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$10.010
Owned Owned
Yes

WEAK BUY

They have had some strong numbers and he likes the accretive nature of recent acquisitions.  It has a complex story and this may lead into why the multiples are not as good as others. 

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They have had some strong numbers and he likes the accretive nature of recent acquisitions.  It has a complex story and this may lead into why the multiples are not as good as others. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$9.970
Owned Owned
Yes

DON'T BUY

He has a short on this.  Poor momentum, high stock volatility.  It scores one of the worst on price momentum.  There is not a compelling value argument.  He needs to see cash flows come back to the sector.

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He has a short on this.  Poor momentum, high stock volatility.  It scores one of the worst on price momentum.  There is not a compelling value argument.  He needs to see cash flows come back to the sector.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$10.180
Owned Owned
Yes

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