This week’s new 52-week highs… (Dec 05-11)

Opinion about AP.UN-T: Tough space for investors, office has had a tough time since Covid. Looking for the turnaround for a long time, and it's been slow. Now trades at 9x PE for 2026, but no growth. Balance sheet is fair. Yield is 11.7%, which they can make.Don't buy just yet; you have to try…

Opinion about HR.UN-T: Large apartment portfolio in US, as well as industrial. Selling down its office properties. As they get closer to that clean story, there should be some catalysts perhaps even this year. Dip in US building will give them an opportunity, especially in the Sunbelt. Fine on the financing side.

Opinion about IIP.UN-T: Owns shares in business. Current share price a very good time to buy. Would recommend being patient, and holding for the long term. 

Opinion about KMP.UN-T: Very well managed. Company size is in the top 5. Originally focused on the Maritimes, which has seen a lot of population inflows. Expanding into other markets in Ontario such as Kitchener-Waterloo. Likes that they're experienced developers, always improving. Energy-efficient, new construction. Not facing high-rent pressures of others.

Opinion about MRG.UN-T: Apartments on both sides of the border. Always trades at wide discount to NAV, a good starting point when you invest. Nice portfolio. Keep holding if you own, but better ideas out there. Nice distribution of 5.5%.

Opinion about SRU.UN-T: True that main tenant WMT typically doesn't have to pay large annual increases in rent, but it does attract other tenants and that's who pays the rent increases. Entering new leases with WMT as it expands. The very large parking lots can be converted to other uses. Great potential to collect the…

Opinion about AQN-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research AQN is cheap, trading at 11.8X forward EV/EBITDA and 1.0X book. Its assets are likely worth more individually than its current market cap, making a good case for the sum-of-parts equation. But, management has recently outlined a plan to turn the company…

Opinion about PEGI-T: A good dividend play. The yield is at 4.6%. People tend to focus on the tech side of green stocks, but this has utilities that have consistent income. They are a potential takeover target for Brookfield so the price has recently shot up. Could get decent returns.

Opinion about KL-T: (A Top Pick Feb 25/21, Up 15.3%)Stockchase Research Editor: Michael O’Reilly With the recent completed acquisition by AEM now official, we now consider this position closed. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 22%.

Opinion about MRU-T: The ultimate winner in inflation. Tough business, low margins, competitive. He owns COST. Loblaw is well run, as are MRU and EMP.A

Opinion about CBO-T: Short vs. long term bonds. Generally as the expectation comes for rate hikes, you want longer term bonds. You don’t want corporate because if the economic slows, you just want government bonds.

Opinion about CLF-T: He prefers corporate bonds because they yield more than government bonds. Prices will probably continue to fall. You are getting a bigger yield payment than the yield to maturity on the bonds themselves. CBO-T would be the replacement for this ETF.

Opinion about DLR-T: (A Top Pick Jan 21/25, Down 3.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DLR has triggered its stop at $14.  To remain disciplined, we recommend covering the position at this time.

Opinion about PSA-T: De-risking 40% of a portfolio at age 59. Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk. For an ETF filled with 1-year bonds that's very low risk, look…