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 Mar, 20, 2019, 3:03 am

11.60 0.01 (0.09%)

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COMMENT
He tried trading this, but missed it. This is rangebound between $9.75-11.70. Right now it's at the top. Doesn't know if it will break higher. It will break on really exciting news, and volume will give you a clue.
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He tried trading this, but missed it. This is rangebound between $9.75-11.70. Right now it's at the top. Doesn't know if it will break higher. It will break on really exciting news, and volume will give you a clue.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$11.600
Owned Owned
No

DON'T BUY
He follows it closely. They made a lot of money from distress housing in the States after 2008. They pay a reasonable dividend. But TCN has gone nowhere, because US housing hasn't gone anywhere either. People are still burnt from the Recession.
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He follows it closely. They made a lot of money from distress housing in the States after 2008. They pay a reasonable dividend. But TCN has gone nowhere, because US housing hasn't gone anywhere either. People are still burnt from the Recession.
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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$11.440
Owned Owned
No

TOP PICK
This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
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This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$11.120
Owned Owned
Yes

HOLD
Tricon Capital Group(TCN-T) 

February 20, 2019

A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
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A US real estate management company. They have concentrated on residential US assets. It is not very well known. He likes the potential and thinks it is quite viable.
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$10.730
Owned Owned
Unknown

HOLD
Tricon Capital Group(TCN-T) 

January 23, 2019

His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
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His analyst met with them yesterday and it made him feel very bullish. Operationally they have been very strong. They added to their holding a few weeks ago. He thinks it could get back to $12 soon. The multiples are improving the value in his eyes and thinks the market will reward them. Rental rates have been increasing in the US -- especially in the sunbelt.
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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$10.070
Owned Owned
Yes

STRONG BUY
Tricon Capital Group(TCN-T) 

December 21, 2018

This is a great entry point. A play on the US single-family real estate market. They earn profits on their own property and management fees on the properties they manage. It trades at under 10 times earnings and pays a US dollar dividend.
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This is a great entry point. A play on the US single-family real estate market. They earn profits on their own property and management fees on the properties they manage. It trades at under 10 times earnings and pays a US dollar dividend.
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Don Lato

President, Padlock Investment M...

Price Price
$9.580
Owned Owned
Unknown

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

BUY

The main business is buying housing the US and renting them out.  With rentals tight in the US market, it has done very well.  It is looking to expand into building luxury units in big markets like Toronto.  He owns it and would buy more here.  

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The main business is buying housing the US and renting them out.  With rentals tight in the US market, it has done very well.  It is looking to expand into building luxury units in big markets like Toronto.  He owns it and would buy more here.  

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$9.790
Owned Owned
Yes

PAST TOP PICK
Tricon Capital Group(TCN-T) 

January 24, 2018

(A Top Pick Jan 17/17. Up 13%.) Still thinks this is underperforming from where it should. Nothing has fundamentally changed. Thinks the upcoming quarter will be very good.

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(A Top Pick Jan 17/17. Up 13%.) Still thinks this is underperforming from where it should. Nothing has fundamentally changed. Thinks the upcoming quarter will be very good.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$10.680
Owned Owned
Yes

WATCH
Tricon Capital Group(TCN-T) 

January 15, 2018

The balance sheet is superb.  Book value is $3.40.  They have an ability to grow the company.  It is on his watch list.  If it gets near the book value it could be quite attractive.

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The balance sheet is superb.  Book value is $3.40.  They have an ability to grow the company.  It is on his watch list.  If it gets near the book value it could be quite attractive.

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Josef Schachter

President, Schachter Asset Mana...

Price Price
$10.850
Owned Owned
Unknown

COMMENT
Tricon Capital Group(TCN-T) 

January 12, 2018

Sold this a couple of years ago. Had been looking for a way to get exposure to US housing through a Canadian domiciled company, and this company totally filled that bill. Prefers to own US financials now. The value of US homes is starting to creep up, and a lot of properties are fairly valued now. Feels the easy money has been made.

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Sold this a couple of years ago. Had been looking for a way to get exposure to US housing through a Canadian domiciled company, and this company totally filled that bill. Prefers to own US financials now. The value of US homes is starting to creep up, and a lot of properties are fairly valued now. Feels the easy money has been made.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$10.770
Owned Owned
No

COMMENT
Tricon Capital Group(TCN-T) 

January 5, 2018

Doesn't follow this actively. Ranks 405 in his overall dividend strategy, which has 700 stocks in his database. The company has reasonable sales growth and earnings seem to be revised upwards. 2.3% dividend yield.

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Doesn't follow this actively. Ranks 405 in his overall dividend strategy, which has 700 stocks in his database. The company has reasonable sales growth and earnings seem to be revised upwards. 2.3% dividend yield.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$11.050
Owned Owned
No

HOLD
Tricon Capital Group(TCN-T) 

November 30, 2017

It is smaller than the typical company he owns.  He follows it and has a lot of respect for the company and the management.  He would not sell it.  They are executing very nicely.  It is working off the sharp move higher from the past.

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It is smaller than the typical company he owns.  He follows it and has a lot of respect for the company and the management.  He would not sell it.  They are executing very nicely.  It is working off the sharp move higher from the past.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$11.280
Owned Owned
No

DON'T BUY
Tricon Capital Group(TCN-T) 

November 29, 2017

Had owned this about 2 years ago. Was looking for something on the TSX that had US exposure that would participate when the US housing market recovered. This one did and he sold his holdings at $10. US fundamentals are fine. They have a lot of assets in Arizona, Florida and in the US south. He had problems with the valuation and as to where it could go further on. Not a fan, but the fundamentals are in their favour. He would rather buy something that was cheap and had some valuation protection. 2.3% yield.

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Had owned this about 2 years ago. Was looking for something on the TSX that had US exposure that would participate when the US housing market recovered. This one did and he sold his holdings at $10. US fundamentals are fine. They have a lot of assets in Arizona, Florida and in the US south. He had problems with the valuation and as to where it could go further on. Not a fan, but the fundamentals are in their favour. He would rather buy something that was cheap and had some valuation protection. 2.3% yield.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$11.250
Owned Owned
No

COMMENT
Tricon Capital Group(TCN-T) 

November 17, 2017

A Canadian company that is operating quite heavily in the US in ownership of residential properties for rental purposes. A nice company. Aggressive management.

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A Canadian company that is operating quite heavily in the US in ownership of residential properties for rental purposes. A nice company. Aggressive management.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$11.300
Owned Owned
Unknown

PAST TOP PICK
Tricon Capital Group(TCN-T) 

November 8, 2017

(A Top Pick Jan 17/17. Up 12%.) This has pulled back a little. With the hurricanes, people may be wondering what impact it has had on their portfolio. The nice thing is that they invest in residential living, but on an active portfolio basis. Something like a private equity firm, but focused on real estate. Right now, they are focused on single-family homes in the US Sunbelt. Have a number of initiatives they are working through. She is looking forward to this next quarter.

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(A Top Pick Jan 17/17. Up 12%.) This has pulled back a little. With the hurricanes, people may be wondering what impact it has had on their portfolio. The nice thing is that they invest in residential living, but on an active portfolio basis. Something like a private equity firm, but focused on real estate. Right now, they are focused on single-family homes in the US Sunbelt. Have a number of initiatives they are working through. She is looking forward to this next quarter.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$10.810
Owned Owned
Yes

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