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

Nice dividend and great management team. They were buying a lot of residential real estate property in the US when nobody else wanted it. Feels their block of properties is worth a lot of money. At some point there will be further consolidation in the space, and at some point they could be an acquisition.

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Nice dividend and great management team. They were buying a lot of residential real estate property in the US when nobody else wanted it. Feels their block of properties is worth a lot of money. At some point there will be further consolidation in the space, and at some point they could be an acquisition.

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Jim McGovern

CEO, Arrow Capital Manage...

Price Price
$8.430
Owned Owned
Yes

COMMENT

A well diversified real estate company. Have recently gone into prefab constructed homes in the US. His concern has been the migration they have taken into the different paths through the years. Feels they should now be selling off some of their holdings instead of going off into other areas. They probably have 80%-90% of their assets in the US. Even if the assets did not go up in value, there has been a tremendous currency move, making the assets at least 15%-20% more valuable. Have probably taken on too much at one time.

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A well diversified real estate company. Have recently gone into prefab constructed homes in the US. His concern has been the migration they have taken into the different paths through the years. Feels they should now be selling off some of their holdings instead of going off into other areas. They probably have 80%-90% of their assets in the US. Even if the assets did not go up in value, there has been a tremendous currency move, making the assets at least 15%-20% more valuable. Have probably taken on too much at one time.

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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$8.180
Owned Owned
No

TOP PICK

Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

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Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$8.570
Owned Owned
Yes

COMMENT

Looked at this a few years back, but didn’t like the business model or the scalability. They bought some properties in the US and are renting those out. There has been a double whammy in terms of performance in that the value of their portfolio has gone up and rents have gone up as well. He thinks we are in the 4th-5th inning of a recovery in the US housing market, so there is still potential upside. 2.9% dividend yield.

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Looked at this a few years back, but didn’t like the business model or the scalability. They bought some properties in the US and are renting those out. There has been a double whammy in terms of performance in that the value of their portfolio has gone up and rents have gone up as well. He thinks we are in the 4th-5th inning of a recovery in the US housing market, so there is still potential upside. 2.9% dividend yield.

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Jerome Hass

Portfolio , Lightwater Partners...

Price Price
$8.920
Owned Owned
No

BUY

(Market Call Minute.) A really sharp management team and has become a core holding for him. The stock is undervalued and should be $11-$12 over time. A great way to play a recovery in the US housing market.

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(Market Call Minute.) A really sharp management team and has become a core holding for him. The stock is undervalued and should be $11-$12 over time. A great way to play a recovery in the US housing market.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$8.640
Owned Owned
Yes

BUY

A very well-run company for many years. Has deeply experienced management. Technically it is at a bit of an inflection point. His short term technicals say it is not a bad entry point, but it has some headroom issues to get through. Not wildly expensive and has been a dividend grower through the years.

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A very well-run company for many years. Has deeply experienced management. Technically it is at a bit of an inflection point. His short term technicals say it is not a bad entry point, but it has some headroom issues to get through. Not wildly expensive and has been a dividend grower through the years.

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Colin Fisher

President , Stableview Asset Man...

Price Price
$8.290
Owned Owned
Unknown

BUY

Has been buying this, especially below $8.50. A Canadian company, but US focused on housing. This is a good time to be investing in the US housing market. Dividend yield of 3.1%.

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Has been buying this, especially below $8.50. A Canadian company, but US focused on housing. This is a good time to be investing in the US housing market. Dividend yield of 3.1%.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.300
Owned Owned
Yes

COMMENT

(Market Call Minute.) This has been pretty weak recently and they have US residential exposure, which you think would be good. Great company with good assets and trading very cheaply. It is just a matter of time before it does better.

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(Market Call Minute.) This has been pretty weak recently and they have US residential exposure, which you think would be good. Great company with good assets and trading very cheaply. It is just a matter of time before it does better.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$8.300
Owned Owned
Unknown

BUY

Has been following this for quite a while. Likes what the business is doing. They are executing really well. Generally speaking, the US housing market is strong and their single family home business is going to continue to grow. Also, getting into some luxury multi-residential. Trading at a pretty significant discount to its NAV. Pays a nice dividend. Good management.

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Has been following this for quite a while. Likes what the business is doing. They are executing really well. Generally speaking, the US housing market is strong and their single family home business is going to continue to grow. Also, getting into some luxury multi-residential. Trading at a pretty significant discount to its NAV. Pays a nice dividend. Good management.

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James Telfser

Partner & , Aventine Management ...

Price Price
$8.590
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 17/15. Down 25.86%.) Owns property down in the Sunbelt. Sold his holdings in June. Still watching it and still likes the growth prospects.

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(A Top Pick July 17/15. Down 25.86%.) Owns property down in the Sunbelt. Sold his holdings in June. Still watching it and still likes the growth prospects.

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Brendan Caldwel

President, Caldwell Securities...

Price Price
$8.690
Owned Owned
No

BUY

(Market Call Minute.) Favours this for the long-term. It has swooned over the last few months, and thinks this is really good value here. It gives you exposure to the US housing and rental market.

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(Market Call Minute.) Favours this for the long-term. It has swooned over the last few months, and thinks this is really good value here. It gives you exposure to the US housing and rental market.

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Allan Meyer

VP & Portf, Wickham Investment C...

Price Price
$8.880
Owned Owned
Yes

WAIT
Tricon Capital Group(TCN-T) 

February 22, 2016

The company has had some change in management.  Once has to assume it is better.  US real estate has not been what we expected it to be over the last several years.  There will be a pause in this one.

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The company has had some change in management.  Once has to assume it is better.  US real estate has not been what we expected it to be over the last several years.  There will be a pause in this one.

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Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$8.060
Owned Owned
Unknown

COMMENT
Tricon Capital Group(TCN-T) 

February 5, 2016

A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.

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A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.

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Allan Meyer

VP & Portf, Wickham Investment C...

Price Price
$8.310
Owned Owned
Yes

TOP PICK
Tricon Capital Group(TCN-T) 

February 3, 2016

This is his value pick. Basically invests in the housing market in the US, but through many different ways. They have a small home building arm, single family rental, development of luxury apartment buildings, seniors’ communities, etc. Have the ability to go across the US and take advantage of different opportunities. Dividend yield of 2.91%.

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This is his value pick. Basically invests in the housing market in the US, but through many different ways. They have a small home building arm, single family rental, development of luxury apartment buildings, seniors’ communities, etc. Have the ability to go across the US and take advantage of different opportunities. Dividend yield of 2.91%.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$8.360
Owned Owned
Yes

BUY
Tricon Capital Group(TCN-T) 

February 2, 2016

Real estate management based out of Toronto. They run closed-end funds for multi-institutional clients. Have started to do some direct real estate projects for shareholders. A good US presence and smart real estate investors. The stock is undervalued and this is a good buying opportunity. There is great upside in the US. Dividend yield of about 2.9%.

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Real estate management based out of Toronto. They run closed-end funds for multi-institutional clients. Have started to do some direct real estate projects for shareholders. A good US presence and smart real estate investors. The stock is undervalued and this is a good buying opportunity. There is great upside in the US. Dividend yield of about 2.9%.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$8.210
Owned Owned
Unknown

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