Stock Opinions by Charles Dillingham - Stockchase Experts
WATCH LIST
693
Charles Dillingham @

On Stockchase since : Jun 2003

Vice President and Portfolio Manager at Morguard Financial

Reveal Expert Performance

Charles Dillingham hasn’t left any messages.


Charles Dillingham Latest Top Picks...

Stock Opinions by Charles Dillingham - Stockchase Experts

Signal Opinion Expert Chart
N/A
General Market Comment 

October 29, 2012

Markets. Performance of REITs has been great. Mid 20's and higher returns. He has about 8% cash. He never sees any upside – it just happens. He doesn't know how you produce growth from here. Some REITs will have to raise yield to avoid paying taxes.

0 0 0 0 0
0 comments

Markets. Performance of REITs has been great. Mid 20's and higher returns. He has about 8% cash. He never sees any upside – it just happens. He doesn't know how you produce growth from here. Some REITs will have to raise yield to avoid paying taxes.

Unknown
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$0.020
Owned Owned
_N/A

Sign up or Log in to enjoy full view of charts.

DON'T BUY

Too illiquid for him to get into.  Can easily get fees on house sales. 

REAL ESTATE
0 0 0 0 0
0 comments

Too illiquid for him to get into.  Can easily get fees on house sales. 

REAL ESTATE
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$16.980
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

BUY

It keeps on bouncing off its high. All of them have done well. Analysis are saying to sell board walk and to buy this one because it has underperformed. These guys are fine. They have expanded a lot.

investment companies/funds
0 0 0 0 0
0 comments

It keeps on bouncing off its high. All of them have done well. Analysis are saying to sell board walk and to buy this one because it has underperformed. These guys are fine. They have expanded a lot.

investment companies/funds
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$24.380
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

BUY

Management keeps on surprising everyone. Has added to his positions recently. Payout ratio have been a little bit high, as has debt but they have worked them down. He is not worried about the distribution coming down.

property mngmnt/investment
0 0 0 0 0
0 comments

Management keeps on surprising everyone. Has added to his positions recently. Payout ratio have been a little bit high, as has debt but they have worked them down. He is not worried about the distribution coming down.

property mngmnt/investment
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$16.280
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

BUY on WEAKNESS

Parent is creating a new company where they will spin out a bunch of their companies' shares into the one unit. At some point down here it will be a good buy.

property mngmnt/investment
0 0 0 0 0
0 comments

Parent is creating a new company where they will spin out a bunch of their companies' shares into the one unit. At some point down here it will be a good buy.

property mngmnt/investment
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$15.370
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK
Dream Office REIT(D.UN-T) 

October 29, 2012

(Top Pick Oct 18/11, Up 22.99%) They have been very active. Recently just split their industrial side out into an industrial REIT. There's a lot happening. They are very good at taking things over and managing them.

property mngmnt/investment
0 0 0 0 0
0 comments

(Top Pick Oct 18/11, Up 22.99%) They have been very active. Recently just split their industrial side out into an industrial REIT. There's a lot happening. They are very good at taking things over and managing them.

property mngmnt/investment
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$36.730
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

PAST TOP PICK

(Top Pick Oct 18/11, Up 32.34%)

REAL ESTATE
0 0 0 0 0
0 comments

(Top Pick Oct 18/11, Up 32.34%)

REAL ESTATE
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$0.000
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

TOP PICK

(Top Pick Oct 18/11, Up 27.21%) They are working their agenda. Exposure in England, Australia, Latin America. Everything they have brings in income. Chart is starting to look good. Can survive the bad weather as they did last time. If we get into a global recession, you don't want to stay in this one.

management/diversified
0 0 0 0 0
0 comments

(Top Pick Oct 18/11, Up 27.21%) They are working their agenda. Exposure in England, Australia, Latin America. Everything they have brings in income. Chart is starting to look good. Can survive the bad weather as they did last time. If we get into a global recession, you don't want to stay in this one.

management/diversified
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$34.400
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK
First Capital Realty(FCR-T) 

October 29, 2012

Everyone is mad at them. They have come with too many issues. Have been selling a bunch of properties that don't make sense. They are constantly creating value.

property mngmnt/investment
0 0 0 0 0
0 comments

Everyone is mad at them. They have come with too many issues. Have been selling a bunch of properties that don't make sense. They are constantly creating value.

property mngmnt/investment
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$18.180
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

TOP PICK

3.6%. 3 different asset categories. Restructuring themselves. Really good growth coming. Speculation is that they will have to increase distributions just to avoid tax.

investment companies/funds
0 0 0 0 0
0 comments

3.6%. 3 different asset categories. Restructuring themselves. Really good growth coming. Speculation is that they will have to increase distributions just to avoid tax.

investment companies/funds
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$41.690
Owned Owned
Yes

Sign up or Log in to enjoy full view of charts.

DON'T BUY

Relatively new. Apartments. This management team has a record of making it work. His suggestion, though, is to go somewhere else because there will be a lot of issues. The market may be getting near the top and you have to go for quality.

REAL ESTATE
0 0 0 0 0
0 comments

Relatively new. Apartments. This management team has a record of making it work. His suggestion, though, is to go somewhere else because there will be a lot of issues. The market may be getting near the top and you have to go for quality.

REAL ESTATE
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$4.250
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
General Market Comment 

August 8, 2012

Interest rates. Low rates have never been better and have been a phenomenal period. REIT sector has been able to refinance at lower and lower rates. Yields are great and the risk rate of return is phenomenal. There are a lot of signs that things are gradually improving.

0 0 0 0 0
0 comments

Interest rates. Low rates have never been better and have been a phenomenal period. REIT sector has been able to refinance at lower and lower rates. Yields are great and the risk rate of return is phenomenal. There are a lot of signs that things are gradually improving.

Unknown
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$0.020
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT
Temple Hotels(TPH-T) 

August 8, 2012

Payout ratio 86%. Given the expected flow and some of the debt refinancing that can be done that will be brought down. This is based in the tar sands, which are doing well. Also have a big percentage of it based in Moose Jaw. Very small and very illiquid.

REAL ESTATE
0 0 0 0 0
0 comments

Payout ratio 86%. Given the expected flow and some of the debt refinancing that can be done that will be brought down. This is based in the tar sands, which are doing well. Also have a big percentage of it based in Moose Jaw. Very small and very illiquid.

REAL ESTATE
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$5.820
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

COMMENT

New REIT. Have a lot of their portfolio in Québec. Given what these people have done in the past, you are probably going to make money with them but, with the costs of the product it is going to take several quarters before the issue works out. Did a 1 for 8 reverse stock split, (This was not a split, but was actually part of the REIT conversion from Huan (?) Capital Corp.)  which is normally considered the kiss of death. 6.6% dividend yield. (BNN quoted a yield of 12%. Both of these items were corrected on Market Call Tonight's Aug 9th program. Bill)

REAL ESTATE
0 0 0 0 0
0 comments

New REIT. Have a lot of their portfolio in Québec. Given what these people have done in the past, you are probably going to make money with them but, with the costs of the product it is going to take several quarters before the issue works out. Did a 1 for 8 reverse stock split, (This was not a split, but was actually part of the REIT conversion from Huan (?) Capital Corp.)  which is normally considered the kiss of death. 6.6% dividend yield. (BNN quoted a yield of 12%. Both of these items were corrected on Market Call Tonight's Aug 9th program. Bill)

REAL ESTATE
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$4.260
Owned Owned
No

Sign up or Log in to enjoy full view of charts.

COMMENT

This is a unique Canadian REIT that has wonderful assets in major cities, Montréal and Toronto particularly that are very well located. Doing a join venture with RioCan (REI.UN-T) which is progressive and positive. Stock has moved a lot and is pricey, but over time you will do well because they are doing the right stuff. If you are a long-term investor, this is a Buy.

investment companies/funds
0 0 0 0 0
0 comments

This is a unique Canadian REIT that has wonderful assets in major cities, Montréal and Toronto particularly that are very well located. Doing a join venture with RioCan (REI.UN-T) which is progressive and positive. Stock has moved a lot and is pricey, but over time you will do well because they are doing the right stuff. If you are a long-term investor, this is a Buy.

investment companies/funds
0 0 0 0 0
0 comments
Charles Dilling

Vice Presi, Morguard Financial...

Price Price
$29.870
Owned Owned
Unknown

Sign up or Log in to enjoy full view of charts.

Showing 1 to 15 of 693 entries
Successfully Saved Company
Successfully Saved Company
6+
JOIN THE DISCUSSION
6 comments in the last 7 days