Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
July 29, 2005
Likes this industry as a good fit and complimentary for a trust model. Feels this one is in a bit of a turn around situation. Wait to see what happens over the next couple of quarters. Have new management and they are trying to right some of the wrongs by previous management and fully integrate some of the acquistions made.
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Likes this industry as a good fit and complimentary for a trust model. Feels this one is in a bit of a turn around situation. Wait to see what happens over the next couple of quarters. Have new management and they are trying to right some of the wrongs by previous management and fully integrate some of the acquistions made.
DON'T BUY
DON'T BUY
July 29, 2005
Would steer clear of this one right now. Had some operational issues, primarily foreign exchange issues. 50% of their revenue is in US$, but their costs are in Cdn$'s. This trust has subordination, that is, management takes a loss first. Part of the $0.84 distribution is being financed by management. This is scheduled to come off at the end of this year.
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Would steer clear of this one right now. Had some operational issues, primarily foreign exchange issues. 50% of their revenue is in US$, but their costs are in Cdn$'s. This trust has subordination, that is, management takes a loss first. Part of the $0.84 distribution is being financed by management. This is scheduled to come off at the end of this year.
HOLD
HOLD
July 29, 2005
Good quality management with a history of growing distributions. Excellent track record. Has had a bit of a run here, so not a bad idea to take some profits, but would sell all of it. Has a reasonable payout ratio.
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Good quality management with a history of growing distributions. Excellent track record. Has had a bit of a run here, so not a bad idea to take some profits, but would sell all of it. Has a reasonable payout ratio.
PAST TOP PICK
PAST TOP PICK
July 29, 2005
(A Top Pick Apr 22/05. Up 3%.) Feels it still has some upside in it.
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(A Top Pick Apr 22/05. Up 3%.) Feels it still has some upside in it.
PAST TOP PICK
PAST TOP PICK
July 29, 2005
(A Top Pick Apr 22/05. Up 17%.) Continues to be a good business.
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(A Top Pick Apr 22/05. Up 17%.) Continues to be a good business.
PAST TOP PICK
PAST TOP PICK
July 29, 2005
(A Top Pick Apr 22/05. Down 6.5%.) Still likes and thinks they are going to get through this.
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(A Top Pick Apr 22/05. Down 6.5%.) Still likes and thinks they are going to get through this.
DON'T BUY
DON'T BUY
July 29, 2005
Would put it at the lower end in the spectrum of quality REIT's. Seems to have lower quality properties.
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OneREIT (ONR.UN-T)
July 29, 2005
Would put it at the lower end in the spectrum of quality REIT's. Seems to have lower quality properties.