A very well managed trust with good underlying assets. They are right on the cusp in terms of payout ratio, capital efficiency and sustainability of their distribution. A great buy.
This was grossly overpriced. They then lost a major customer and took a big hit. May not have the highly stable cash flow that everybody thought so there has been a lot of institutional selling and hedge fund shorting.
Brewer in the lower end pricing. They have performed exceptionally well. Very well managed business, but from where it is trading here he would be a seller. Competition is growing.
A trucking business. Have shown tremendous growth and has a lot ahead of it. Expect it has a huge upside. Expect them to grow their distribution substantially (50%) over the next two years.
As bonds rally, yields go down which will put pressure on REITs. Foreign investors are becoming attracted to Canadian real estate which seem to keep the prices high. To buy, look for days when they moved down sharply.
A lot of problems here. Really jammed up the revenues when they went public. Showed a lot of growth elements and got priced that way. Earnings went to zero and they had to cut their distributions.
Was short this stock, covered the short and it has since rallied. There is another leg down. Have had some operational problems and there is a chance of gas weakening again. You may be able to get it at $14.
Has not performed well since its issue. An extremely well managed income trust. Did a very good deal a few months back. Doesn't think there is a big upside on this. Expects the market will continue to look at it as a buggy whip type of business. Worth owning.
