Michelle Wearing
Member since: May '19
Portfolio Manager at
Starlight Capital

Latest Top Picks

(A Top Pick Aug 22/19, Up 4%) Global industrial in North American and Europe. Recently added on weakness. Double digit earnings growth. Price is attractive. Yield is 4.5%.
(A Top Pick Aug 22/19, Up 3%) Added to it on weakness. Chart has done pretty well. Catalyst is the single family rental market. Really booming in the US. Great opportunity. Share price is discounted and is attractive here.
(A Top Pick Aug 22/19, Up 7%) High quality office and state of the art studio properties on the western coast. Strong results yesterday, raised guidance for the third time this year. Adds on weakness. Bullish on US west coast office market. Significant demand and limited supply. Further runway for growth.
Global leader in logistics real estate. In 19 countries. US industrial fundamentals are solid. Significant acquisitions, which will drive growth. Calling for nearly 10% earnings growth year over year. Should be a core real estate holding. Yield is 2.43%. (Analysts’ price target is $90.72)
One of Canada's largest residential landlords. Mainly on east coast. Likes that it's a younger portfolio, in a non- rent controlled market. Track record of accretive development activity. Can generate mid-single digit growth. Dividend is well covered. Yield is 3.38%. (Analysts’ price target is $20.77)