Slate Retail REIT (SRT.UN-T) Stock Predictions - Stockchase
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Slate Retail REIT (SRT.UN-T)

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Slate Retail REIT

SRT.UN-T

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Slate Retail REIT (SRT.UN-T) SAVE Apr, 22, 2019, 4:21 pm

12.63 0.03 (0.24%)

What the experts are saying about SRT.UN-T



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Signal Opinion Expert
BUY

REI.UN vs. SRT.UN Never owned REI.UN, not because he dislikes it, but they're so large, it's hard to change what they own. For example, they bought then sold the U.S, and now they're buying Canada. He prefers SRU.U-T in the same space, but Walmart anchors them. In contrast, RioCan had to deal with the Sears and Target closings. SRT has rallied for the past few months, despite the Amazon effect, but still has room to grow. Nothing wrong with REI.UN, but he prefers SRT.UN. Managment are also large shareholders. SRT.UN-T focuses on grocers in mid-market US towns. They have reduced their leverage. He likes SRT's American operations and its defensiveness. The only negative is an external managed contract that seems to be going on forever.

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REI.UN vs. SRT.UN Never owned REI.UN, not because he dislikes it, but they're so large, it's hard to change what they own. For example, they bought then sold the U.S, and now they're buying Canada. He prefers SRU.U-T in the same space, but Walmart anchors them. In contrast, RioCan had to deal with the Sears and Target closings. SRT has rallied for the past few months, despite the Amazon effect, but still has room to grow. Nothing wrong with REI.UN, but he prefers SRT.UN. Managment are also large shareholders. SRT.UN-T focuses on grocers in mid-market US towns. They have reduced their leverage. He likes SRT's American operations and its defensiveness. The only negative is an external managed contract that seems to be going on forever.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$12.790
Owned Owned
Unknown

PAST TOP PICK
Slate Retail REIT(SRT.UN-T) 

October 1, 2018

(Past Top Pick Sept. 29, 2017, Up 3%) The operate grocery-centred, easter nU.S. shopping malls. The big fear over Amazon buying Whole Foods is overdone; people will always want to buy groceries in person. For instance, grocery sales at Walmarts are holding their own.

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(Past Top Pick Sept. 29, 2017, Up 3%) The operate grocery-centred, easter nU.S. shopping malls. The big fear over Amazon buying Whole Foods is overdone; people will always want to buy groceries in person. For instance, grocery sales at Walmarts are holding their own.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$12.680
Owned Owned
Yes

COMMENT

He likes it, but doesn't own it, because it's a small cap which he doesn't buy. It's gotten a little cheaper. They're grocery-anchored in secondary markets in the U.S. midwest. It's stable and operates well. He likes it, but liquidity is an issue for him (being a small-cap). They have a fortress around them (everyone will still walk into a grocery/drug store), so they can stave off the Amazon effect. 

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He likes it, but doesn't own it, because it's a small cap which he doesn't buy. It's gotten a little cheaper. They're grocery-anchored in secondary markets in the U.S. midwest. It's stable and operates well. He likes it, but liquidity is an issue for him (being a small-cap). They have a fortress around them (everyone will still walk into a grocery/drug store), so they can stave off the Amazon effect. 

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$12.750
Owned Owned
No

BUY

With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space?  Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

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With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space?  Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

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Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$12.160
Owned Owned
Unknown

TOP PICK
Slate Retail REIT(SRT.UN-T) 

September 29, 2017

This is food centred US retail malls. They own $1 billion worth in 23 states. Has a pretty good track record. Dividend yield of 7.6%. (Analysts’ price target is $11.75.)

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This is food centred US retail malls. They own $1 billion worth in 23 states. Has a pretty good track record. Dividend yield of 7.6%. (Analysts’ price target is $11.75.)

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$13.410
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Feb 18/16. Up 9.56%.) A name he has really liked, and continues to like. He sold this because the market has moved into a phase where it is rewarding more cyclical names, rather than defensive names. This is primarily focused on grocery anchored US retail properties in secondary cities. Very strong growth.

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(A Top Pick Feb 18/16. Up 9.56%.) A name he has really liked, and continues to like. He sold this because the market has moved into a phase where it is rewarding more cyclical names, rather than defensive names. This is primarily focused on grocery anchored US retail properties in secondary cities. Very strong growth.

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John Stephenson

President , Stephenson & Company...

Price Price
$14.360
Owned Owned
No

PAST TOP PICK
Slate Retail REIT(SRT.UN-T) 

January 30, 2017

(A Top Pick Jan 25/16. Up 7.96%.) Had been looking for something defensive, and this has generally been a very good hold with a very high yield. This is a great company. It no longer fit in with his investment thesis, so he no longer holds it.

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(A Top Pick Jan 25/16. Up 7.96%.) Had been looking for something defensive, and this has generally been a very good hold with a very high yield. This is a great company. It no longer fit in with his investment thesis, so he no longer holds it.

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John Stephenson

President , Stephenson & Company...

Price Price
$15.000
Owned Owned
No

BUY
Slate Retail REIT(SRT.UN-T) 

November 17, 2016

These are very smart real estate guys. For the average investor, it has quite an attractive yield of 7.86%. You are getting US assets that are not in primary markets, but are in areas that have voted for Mr. Trump that he has promised to give more jobs to. Grocery anchored, with liquor stores, drugstores, good community centres.

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These are very smart real estate guys. For the average investor, it has quite an attractive yield of 7.86%. You are getting US assets that are not in primary markets, but are in areas that have voted for Mr. Trump that he has promised to give more jobs to. Grocery anchored, with liquor stores, drugstores, good community centres.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$13.840
Owned Owned
No

COMMENT
Slate Retail REIT(SRT.UN-T) 

October 19, 2016

He likes this, but a lot of their debt is floating as opposed to fixed. Thinks it is over 70% floating. Sold off fairly hard about 3 weeks ago because LIBOR was starting to back up with concerns over rates eventually increasing. It is going to definitely be affected more than other REITs on any rate increase. He likes the name and their strategy. You have to be cautious in a rising rate environment, and on this you have to be more sensitive than most. He is gradually scaling out of this. A very juicy yield of over 7%.

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He likes this, but a lot of their debt is floating as opposed to fixed. Thinks it is over 70% floating. Sold off fairly hard about 3 weeks ago because LIBOR was starting to back up with concerns over rates eventually increasing. It is going to definitely be affected more than other REITs on any rate increase. He likes the name and their strategy. You have to be cautious in a rising rate environment, and on this you have to be more sensitive than most. He is gradually scaling out of this. A very juicy yield of over 7%.

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John Stephenson

President , Stephenson & Company...

Price Price
$13.950
Owned Owned
Yes

COMMENT
Slate Retail REIT(SRT.UN-T) 

September 2, 2016

A grocery anchored retail in secondary markets in the US. They were very effective at getting a currency spread as well as good valuations, and were able to ride that up. Some of the more recent acquisitions are in truly secondary markets, plus they have external management, so he is not in this.

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A grocery anchored retail in secondary markets in the US. They were very effective at getting a currency spread as well as good valuations, and were able to ride that up. Some of the more recent acquisitions are in truly secondary markets, plus they have external management, so he is not in this.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$14.020
Owned Owned
No

TOP PICK

He likes both their REITs.  He is bullish on this one because they focus on grocery anchored malls.  Above 7% yield and it is sustainable.  He feels they will make tuck in acquisitions and increase the yield.

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He likes both their REITs.  He is bullish on this one because they focus on grocery anchored malls.  Above 7% yield and it is sustainable.  He feels they will make tuck in acquisitions and increase the yield.

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Ben Cheng

President , Aston Hill Financial...

Price Price
$13.700
Owned Owned
Yes

COMMENT

(Market Call Minute.) US focused strip centres. He prefers to play the US REITs, but this is trading at a discount and offers good yield.

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(Market Call Minute.) US focused strip centres. He prefers to play the US REITs, but this is trading at a discount and offers good yield.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$13.500
Owned Owned
Unknown

HOLD

(Market Call Minute.) Externally managed, which he doesn’t like, but he likes the markets that it is in, strip centre retail in the US.

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(Market Call Minute.) Externally managed, which he doesn’t like, but he likes the markets that it is in, strip centre retail in the US.

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Derek Warren

Asst Vice , Lincluden Investment...

Price Price
$12.950
Owned Owned
Unknown

BUY

They are being inundated with opportunities in the US. This is an entirely external shopping mall REIT. They have a rights offering which he feels is worth subscribing to. One of his favourite names.

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They are being inundated with opportunities in the US. This is an entirely external shopping mall REIT. They have a rights offering which he feels is worth subscribing to. One of his favourite names.

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John Stephenson

President , Stephenson & Company...

Price Price
$13.750
Owned Owned
Yes

TOP PICK
Slate Retail REIT(SRT.UN-T) 

February 18, 2016

A Canadian listed company that has all of its assets, over 60 grocery store anchored retail malls, in the US. This gives you a better economy and a healthier consumer. They are concentrated in smaller secondary markets of about 1 million population. Going into the grocery side because there are 37,000 grocers, a lot of mom-and-pop, so they are able to get the strong anchored tenant, and have done very well. A very healthy yield of 8.24%.

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A Canadian listed company that has all of its assets, over 60 grocery store anchored retail malls, in the US. This gives you a better economy and a healthier consumer. They are concentrated in smaller secondary markets of about 1 million population. Going into the grocery side because there are 37,000 grocers, a lot of mom-and-pop, so they are able to get the strong anchored tenant, and have done very well. A very healthy yield of 8.24%.

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John Stephenson

President , Stephenson & Company...

Price Price
$14.200
Owned Owned
Yes

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