American Hotel Income Properties (HOT.UN-T) Stock Predictions - Stockchase
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American Hotel Income Properties (HOT.UN-T)

ON STOCKCHASE SINCE Mar 2001

real estate trust (3 & 4 star hotels)

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American Hotel Income Pro...

HOT.UN-T

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American Hotel Income Properties (HOT.UN-T) SAVE Mar, 25, 2019, 1:47 pm

7.13 0.04 (0.56%)

What the experts are saying about HOT.UN-T



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Signal Opinion Expert
BUY
A REIT that owns hotels in secondary US cities. They've upgraded old hotels, many on railway lines. They took a cash-flow hit and the street wasn't ready for that. The stock took a big hit in 2018. Good sustainable yield of 11%. As these investments pay off this and next year, they'll see higher income and share price. But they need to show payback and results in their next earnings report.
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A REIT that owns hotels in secondary US cities. They've upgraded old hotels, many on railway lines. They took a cash-flow hit and the street wasn't ready for that. The stock took a big hit in 2018. Good sustainable yield of 11%. As these investments pay off this and next year, they'll see higher income and share price. But they need to show payback and results in their next earnings report.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$7.520
Owned Owned
Yes

BUY
REITs aren't doing bad now. We're getting close to the end of the cycle rate-tightening as bond yields have risen alot. on This REIT comes down to your view on interest rates--he thinks we'll come to the end of this in 6-12 months when the cycle turns. REITs like this have decent valuations. However, the bears say that the bond market will correct for another two years.
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REITs aren't doing bad now. We're getting close to the end of the cycle rate-tightening as bond yields have risen alot. on This REIT comes down to your view on interest rates--he thinks we'll come to the end of this in 6-12 months when the cycle turns. REITs like this have decent valuations. However, the bears say that the bond market will correct for another two years.
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Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$7.450
Owned Owned
Unknown

DON'T BUY
He suggests to be careful about chasing yield.  He would not suggest any investor to average down in this type of near peak market conditions.  This is one you want to be disciplined with your exit strategy, especially if it drops below $8.50 per share level.  
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He suggests to be careful about chasing yield.  He would not suggest any investor to average down in this type of near peak market conditions.  This is one you want to be disciplined with your exit strategy, especially if it drops below $8.50 per share level.  
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$9.020
Owned Owned
No

DON'T BUY

He's met them a few times and nearly bought their stock. It was the hotel chain for railroad workers, but have since re-positioned themselves into premiere brands operating in secondary markets like Pittsburgh. They've done a good job of repositioning, but had a poor quarter. True, there are good things in thosenumbers, but it'll take maybe three quarters to work through this transition. Also, hotels are vulnerable to an economic downturn.

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He's met them a few times and nearly bought their stock. It was the hotel chain for railroad workers, but have since re-positioned themselves into premiere brands operating in secondary markets like Pittsburgh. They've done a good job of repositioning, but had a poor quarter. True, there are good things in thosenumbers, but it'll take maybe three quarters to work through this transition. Also, hotels are vulnerable to an economic downturn.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$8.440
Owned Owned
No

HOLD

He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff, which was a simple and good business. They have transitioned to owning more hotels, generally in B cities in the US. He doesn’t have confidence that this will work out well. Its price has been dropping. He doesn’t recommend selling it this low.

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He has met with their management a few times. They have transitioned their business from hotels for railworkers and staff, which was a simple and good business. They have transitioned to owning more hotels, generally in B cities in the US. He doesn’t have confidence that this will work out well. Its price has been dropping. He doesn’t recommend selling it this low.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$8.700
Owned Owned
No

WATCH

They owned hotels in smaller US markets along railroad lines. When margins got squeezed they diversified and focused on business travelers. It is cheap and the dividend looks safe. Buying on US GDP growth. Yield 8%.  

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They owned hotels in smaller US markets along railroad lines. When margins got squeezed they diversified and focused on business travelers. It is cheap and the dividend looks safe. Buying on US GDP growth. Yield 8%.  

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$8.990
Owned Owned
No

COMMENT

This was a focused railroad hotel. They did a new contract with the rails, which allows them to resell 20% of unused accommodation to the general public. They focus on suburbia USA. The railway business is less important now, being only 30% versus the 60% it used to be. The stock has been under pressure, and he wouldn’t be surprised to see better numbers coming out. It is interesting and he is looking at it.

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This was a focused railroad hotel. They did a new contract with the rails, which allows them to resell 20% of unused accommodation to the general public. They focus on suburbia USA. The railway business is less important now, being only 30% versus the 60% it used to be. The stock has been under pressure, and he wouldn’t be surprised to see better numbers coming out. It is interesting and he is looking at it.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$9.150
Owned Owned
No

PAST TOP PICK

(A Top Pick Aug 30/16. Down 9%.) Hotels that railway employees used to use. They’ve been expanding in the past couple of years into branded hotels, which have been doing fairly well up until the last quarter, where they have been renovating a larger than normal number of rooms. This has a 9% yield.

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(A Top Pick Aug 30/16. Down 9%.) Hotels that railway employees used to use. They’ve been expanding in the past couple of years into branded hotels, which have been doing fairly well up until the last quarter, where they have been renovating a larger than normal number of rooms. This has a 9% yield.

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Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$9.150
Owned Owned
Yes

COMMENT

They were always known as the railroad hotel as they had contracts with railroad providers. That is now only about 20% of the REIT. They focus on secondary markets in the US and have brands including Marriott, Hilton and Holiday Inn. They came in with numbers that were light. Margin compression was happening at the rail side of the business. There were also some timing issues with regards to a couple of the new hotels. This is a play on US GDP growth. With the US$ where it is, this is probably not a bad time to have US assets. He would like to see another quarter numbers. About 78% payout ratio which is normal. Distribution of almost 9%.

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They were always known as the railroad hotel as they had contracts with railroad providers. That is now only about 20% of the REIT. They focus on secondary markets in the US and have brands including Marriott, Hilton and Holiday Inn. They came in with numbers that were light. Margin compression was happening at the rail side of the business. There were also some timing issues with regards to a couple of the new hotels. This is a play on US GDP growth. With the US$ where it is, this is probably not a bad time to have US assets. He would like to see another quarter numbers. About 78% payout ratio which is normal. Distribution of almost 9%.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$9.040
Owned Owned
No

BUY on WEAKNESS

Tied to the railroad industry, mid-west US.  They made some non-rail acquisitions.  They had a mini-stumble.  This is not a bad entry point below $10.

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Tied to the railroad industry, mid-west US.  They made some non-rail acquisitions.  They had a mini-stumble.  This is not a bad entry point below $10.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$8.990
Owned Owned
No

DON'T BUY

It is a smaller cap REIT.  The payout is high.  Most of the earnings are US$ translated back to CAD$, which just appreciated over the last three months.  The market is pricing this depreciation in the yield into the stock.  He is not expecting a dividend cut, but it is a possibility.  AIR B&B’s have not shaken up this industry yet, but they could.  He prefers BPY.UN-T.

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It is a smaller cap REIT.  The payout is high.  Most of the earnings are US$ translated back to CAD$, which just appreciated over the last three months.  The market is pricing this depreciation in the yield into the stock.  He is not expecting a dividend cut, but it is a possibility.  AIR B&B’s have not shaken up this industry yet, but they could.  He prefers BPY.UN-T.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$9.160
Owned Owned
No

BUY

He is looking at it now.  Assets are almost all in the US.  Until a couple of weeks ago their properties were rail hotels.  They are very specialized rooms and restaurants.  Rail workers can have mandated rests.  They spent about $400 Million US in the North East to buy Marriot and Hilton hotel locations in lower population areas.  They wanted to diversify because of softness in the rail business.  They are in the US where the US is growing.  It is cheap because they issued equity to make the acquisitions.

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He is looking at it now.  Assets are almost all in the US.  Until a couple of weeks ago their properties were rail hotels.  They are very specialized rooms and restaurants.  Rail workers can have mandated rests.  They spent about $400 Million US in the North East to buy Marriot and Hilton hotel locations in lower population areas.  They wanted to diversify because of softness in the rail business.  They are in the US where the US is growing.  It is cheap because they issued equity to make the acquisitions.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$10.000
Owned Owned
No

COMMENT

This recently took a hit, because they did an issuance. Issued some shares to repay some debt. They’ve done a pretty good job. Thinks the payout ratio is fine. Hotels are a more cyclical area, so you have to be careful. Trading at a good multiple and has good distribution.

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This recently took a hit, because they did an issuance. Issued some shares to repay some debt. They’ve done a pretty good job. Thinks the payout ratio is fine. Hotels are a more cyclical area, so you have to be careful. Trading at a good multiple and has good distribution.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$10.090
Owned Owned
Unknown

BUY on WEAKNESS

Most, if not all of their assets, are in the US. They have 2 kinds of businesses. One focuses on hotels/motels for rail employees. The second is the named hotels/motels throughout the US that are mid-tier. Very good operators. They are trying to expand and increase their franchise hotels. This is in a good spot. They don’t have too much debt and are growing. Thinks they trade a little more than what the sector does, so wait for a better entry point.

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Most, if not all of their assets, are in the US. They have 2 kinds of businesses. One focuses on hotels/motels for rail employees. The second is the named hotels/motels throughout the US that are mid-tier. Very good operators. They are trying to expand and increase their franchise hotels. This is in a good spot. They don’t have too much debt and are growing. Thinks they trade a little more than what the sector does, so wait for a better entry point.

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Paul Gardner, C

Partner an, Avenue Investment Ma...

Price Price
$10.240
Owned Owned
Unknown

COMMENT

He owns this for 2 reasons. It began as a hotel for railroads. 1. It has some nice growth potential as they roll up smaller hotels in and across the US. 2. He likes its real estate outside of Canada, so you get exposure of the real estate sector, without having assets tied up in Canada. If the Cdn$ goes down, he has an asset that appreciates in value.

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He owns this for 2 reasons. It began as a hotel for railroads. 1. It has some nice growth potential as they roll up smaller hotels in and across the US. 2. He likes its real estate outside of Canada, so you get exposure of the real estate sector, without having assets tied up in Canada. If the Cdn$ goes down, he has an asset that appreciates in value.

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0 0 0 0 0
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$10.780
Owned Owned
Yes

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