DREAM Unlimited Corp

DRM-T

Analysis and Opinions about DRM-T

Signal
Opinion
Expert
BUY
BUY
December 2, 2019
Dream Global REIT Dream Global REIT was sold in September to Blackstone. A fee was paid to Dream Unlimited in this sale, so the stock spiked. This cash gives DRM the chance to buyback more stock. You can still make money here, though it's moved up.
Dream Global REIT Dream Global REIT was sold in September to Blackstone. A fee was paid to Dream Unlimited in this sale, so the stock spiked. This cash gives DRM the chance to buyback more stock. You can still make money here, though it's moved up.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$11.580
Owned
Unknown
WATCH
WATCH
January 28, 2016

Dream is more real estate focused. They are challenged. It is a matter of timing. If people start to think things are stabilizing in Western Canada, then this one will thrive.

Dream is more real estate focused. They are challenged. It is a matter of timing. If people start to think things are stabilizing in Western Canada, then this one will thrive.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$7.270
Owned
No
WATCH
WATCH
November 9, 2015

He likes it over the long term. They are one of the largest land owners and developers in Saskatchewan. They are also active in Alberta. It is very discounted in the market today. They acknowledged that conditions going forward will be tough. He watches it closely. There is no particular catalyst in the near term.

He likes it over the long term. They are one of the largest land owners and developers in Saskatchewan. They are also active in Alberta. It is very discounted in the market today. They acknowledged that conditions going forward will be tough. He watches it closely. There is no particular catalyst in the near term.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$7.520
Owned
No
BUY
BUY
February 17, 2015

Land development company that also has a homebuilding business and builds condominiums. Their claim to fame has been, many years ago, going into provinces like Saskatchewan, Alberta and Manitoba, getting a very low land cost base and gradually developing it over time. Thinks the stock has been far too beat up and near term prospects are very good. Has come off because of worries about real estate in Western Canada. Represents really good value here. He has been buying over the last 3-4 weeks.

Land development company that also has a homebuilding business and builds condominiums. Their claim to fame has been, many years ago, going into provinces like Saskatchewan, Alberta and Manitoba, getting a very low land cost base and gradually developing it over time. Thinks the stock has been far too beat up and near term prospects are very good. Has come off because of worries about real estate in Western Canada. Represents really good value here. He has been buying over the last 3-4 weeks.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$10.070
Owned
Yes
COMMENT
COMMENT
November 13, 2014

Should one buy Dream, which pays no dividend and has dropped significantly in value or just buy its managed REITs and be happy with the 8% distribution? Really depends on your needs. If you need the
income or happy with the capital gains. This is the asset manager that manages the REITs. It also has a large land and development business in Calgary. Stock has dropped off significantly. Has been an under performer because home sales in Western Canada, especially in Saskatchewan and Calgary, have been disappointing so far. If you are talking long-term, this is the land in Western Canada for housing and he is sure you are going to be very fine. He could see some potential in this. It is below NAV and could stay that way for some time.

Should one buy Dream, which pays no dividend and has dropped significantly in value or just buy its managed REITs and be happy with the 8% distribution? Really depends on your needs. If you need the
income or happy with the capital gains. This is the asset manager that manages the REITs. It also has a large land and development business in Calgary. Stock has dropped off significantly. Has been an under performer because home sales in Western Canada, especially in Saskatchewan and Calgary, have been disappointing so far. If you are talking long-term, this is the land in Western Canada for housing and he is sure you are going to be very fine. He could see some potential in this. It is below NAV and could stay that way for some time.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$11.930
Owned
Yes
Showing 1 to 5 of 5 entries
  • «
  • 1
  • »