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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Tricon Capital Group(TCN-T) 

November 8, 2017

This has amassed a huge amount of single-family homes at fairly attractive prices in a lot of cases. A criticism has always been as to what they going to do with all the homes and where will they eventually sell them. Recently they sold a bunch, but he still questions how do they get rid of all them.

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This has amassed a huge amount of single-family homes at fairly attractive prices in a lot of cases. A criticism has always been as to what they going to do with all the homes and where will they eventually sell them. Recently they sold a bunch, but he still questions how do they get rid of all them.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$10.810
Owned Owned
No

TOP PICK
Tricon Capital Group(TCN-T) 

October 26, 2017

A Canadian company that gives you great exposure to US real estate.  They buy up homes, renovate and rent them out.  The asset price is at least $12 a share.  If we continue to see US real estate price appreciation they will benefit from that.  (Analysts’ target: $13.63).

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A Canadian company that gives you great exposure to US real estate.  They buy up homes, renovate and rent them out.  The asset price is at least $12 a share.  If we continue to see US real estate price appreciation they will benefit from that.  (Analysts’ target: $13.63).

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$10.810
Owned Owned
Yes

TOP PICK
Tricon Capital Group(TCN-T) 

September 26, 2017

A play on the US single family home market. Made an acquisition earlier this year of the Silver Bay portfolio of about 9000 single-family homes, adding to their portfolio of about 8000 homes. This is a back-door way to get US exposure into a Canadian portfolio. Also, the supply of single-family homes in the US has been light. Dividend yield of 2.5%. (Analysts’ price target is $13.63.)

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A play on the US single family home market. Made an acquisition earlier this year of the Silver Bay portfolio of about 9000 single-family homes, adding to their portfolio of about 8000 homes. This is a back-door way to get US exposure into a Canadian portfolio. Also, the supply of single-family homes in the US has been light. Dividend yield of 2.5%. (Analysts’ price target is $13.63.)

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$10.040
Owned Owned
Yes

COMMENT
Tricon Capital Group(TCN-T) 

August 25, 2017

The concern is the most recent quarter had sales down 41%, but earnings were up 47% so people are scratching their heads.  Next year earnings are expected to grow.  It looks like reasonable earnings growth, but low free cash flow generation.

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The concern is the most recent quarter had sales down 41%, but earnings were up 47% so people are scratching their heads.  Next year earnings are expected to grow.  It looks like reasonable earnings growth, but low free cash flow generation.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$10.790
Owned Owned
No

BUY
Tricon Capital Group(TCN-T) 

August 23, 2017

He likes the management and what they have done to build the business coming out of the last recession.  The balance sheet is good and it pays a dividend: all the right things.

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He likes the management and what they have done to build the business coming out of the last recession.  The balance sheet is good and it pays a dividend: all the right things.

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Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$10.760
Owned Owned
No

PAST TOP PICK
Tricon Capital Group(TCN-T) 

August 10, 2017

(A Top Pick Aug 10/16. Up 17.97%.) They really simplified their business over the last year or so, going from 5 operating units down to 3, and focusing on places they can get scale advantages. Their single-family homes, where they focus on the US Sunbelt, is really doing well. The stock came off quite a bit going into the quarter, but some of that is currency related. They have a lot of growth opportunity in front of them. A prudent allocator of capital and trading at a reasonable valuation.

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(A Top Pick Aug 10/16. Up 17.97%.) They really simplified their business over the last year or so, going from 5 operating units down to 3, and focusing on places they can get scale advantages. Their single-family homes, where they focus on the US Sunbelt, is really doing well. The stock came off quite a bit going into the quarter, but some of that is currency related. They have a lot of growth opportunity in front of them. A prudent allocator of capital and trading at a reasonable valuation.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$10.900
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Oct 3/16. Up 13.13%.) This did well up to the last 2 months. He looks at this simply for its ownership of US single-family dwellings. In February, they made a much bigger acquisition of another 7000 homes. The stock has come down, and thinks it is because it is being rated as a Canadian REIT, which it isn’t. A really interesting entry point. Dividend yield of 2.5%.

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(A Top Pick Oct 3/16. Up 13.13%.) This did well up to the last 2 months. He looks at this simply for its ownership of US single-family dwellings. In February, they made a much bigger acquisition of another 7000 homes. The stock has come down, and thinks it is because it is being rated as a Canadian REIT, which it isn’t. A really interesting entry point. Dividend yield of 2.5%.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$10.460
Owned Owned
Yes

COMMENT

This is in the single-family rental home business, mostly in the US. It has been a very successful investment for anyone who has been Long. Fairly valued, but not incredibly expensive, but is in an increasingly crowded space. Doesn’t think the gains going forward will be as robust as they have been, particularly if you are looking at rising interest rates. This may not be the best time to be in this.

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This is in the single-family rental home business, mostly in the US. It has been a very successful investment for anyone who has been Long. Fairly valued, but not incredibly expensive, but is in an increasingly crowded space. Doesn’t think the gains going forward will be as robust as they have been, particularly if you are looking at rising interest rates. This may not be the best time to be in this.

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Daniel Lloyd

Portfolio , Forge First Asset Ma...

Price Price
$11.290
Owned Owned
Unknown

HOLD

This is a Canadian company, but owns US real estate, gated communities mostly in the Southeast and Southwest US. Good operators. Stock is done relatively well lately. He owns their convertible debentures. This is now moved up to a point where it is probably a Hold.

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This is a Canadian company, but owns US real estate, gated communities mostly in the Southeast and Southwest US. Good operators. Stock is done relatively well lately. He owns their convertible debentures. This is now moved up to a point where it is probably a Hold.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$11.290
Owned Owned
No

TOP PICK

Through acquisitions and development of different businesses, it has become a significant play on US residential real estate. They are real estate developers and investors. Recently made a transformational acquisition of Silver Bay Realty, which significantly expands their single-family rental division, a developing area in the US. Dividend yield of 2.3%. (Analysts’ price target is $14.)

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Through acquisitions and development of different businesses, it has become a significant play on US residential real estate. They are real estate developers and investors. Recently made a transformational acquisition of Silver Bay Realty, which significantly expands their single-family rental division, a developing area in the US. Dividend yield of 2.3%. (Analysts’ price target is $14.)

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$11.180
Owned Owned
Yes

PAST TOP PICK

(Top Pick Jun 21’16, Up 26.65%) It used to be at a 30% discount to NAV.  They captured the US sunbelt rental market. 

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(Top Pick Jun 21’16, Up 26.65%) It used to be at a 30% discount to NAV.  They captured the US sunbelt rental market. 

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$10.820
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Feb 3/16. Up 38%.) They’ve recently done an interesting transaction where they are taking over a US REIT, Silver Bay Realty, which invests in all aspects of the US housing industry. Silver Bay was a single-family rental, and this gives them scale. He really likes that deal.

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(A Top Pick Feb 3/16. Up 38%.) They’ve recently done an interesting transaction where they are taking over a US REIT, Silver Bay Realty, which invests in all aspects of the US housing industry. Silver Bay was a single-family rental, and this gives them scale. He really likes that deal.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$11.100
Owned Owned
Yes

COMMENT
Tricon Capital Group(TCN-T) 

February 3, 2017

Tricon Capital Group (TCN-T) or American Hotel Income (HOT.UN-T)? He continues to like this, but it is not really an income play, it is a growth play. Focused on the US housing market and he thinks the US economy is in a good place and housing will continue to recover. Thinks this company is just getting started.

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Tricon Capital Group (TCN-T) or American Hotel Income (HOT.UN-T)? He continues to like this, but it is not really an income play, it is a growth play. Focused on the US housing market and he thinks the US economy is in a good place and housing will continue to recover. Thinks this company is just getting started.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$9.960
Owned Owned
Yes

TOP PICK
Tricon Capital Group(TCN-T) 

January 17, 2017

A Canadian company with a lot of exposure to the US.  They have rental, development and individual homes.  She had avoided this space, but there are a lot of avenues across they space for them to grow.  It is a great price compared to their net asset value.  She has owned it for a while and is flat on the position.  They bring in a lot of experts to work with and she thinks that is key.  (Analysts Target:  $12.56).

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A Canadian company with a lot of exposure to the US.  They have rental, development and individual homes.  She had avoided this space, but there are a lot of avenues across they space for them to grow.  It is a great price compared to their net asset value.  She has owned it for a while and is flat on the position.  They bring in a lot of experts to work with and she thinks that is key.  (Analysts Target:  $12.56).

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$9.730
Owned Owned
Yes

TOP PICK
Tricon Capital Group(TCN-T) 

January 12, 2017

They are a junior version of a BAM.A-T.  They have a hot opportunity in the form of single family properties in the US sun belt.  There are secular growth trail winds in single family rental homes.  (Analysts’ Target: $12.56).

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They are a junior version of a BAM.A-T.  They have a hot opportunity in the form of single family properties in the US sun belt.  There are secular growth trail winds in single family rental homes.  (Analysts’ Target: $12.56).

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$9.840
Owned Owned
Yes

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