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, 19, 2019, 3:33 pm

11.62 0.03 (0.26%)

What the experts are saying about TCN-T



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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.

REAL ESTATE
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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.

REAL ESTATE
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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$10.810
Owned Owned
Yes

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