WEAK BUY
A premier owner and developer. The largest REIT. Very professional management team. A great long-term investment. Watching this one closely.
DON'T BUY
Has an underperform rating on this one. They have a higher than average debt leverage. Have been experiencing some operational difficulties.
BUY
Has a strong buy rating on this. A premier owner of grocery anchored retail centres. Good management team. Payout ratio is below that of the REIT sector. A great name to own.
BUY
Has an outperform rating on it. Purely speculative play and not for the risk adverse or dividend seeking investor. She is banking on a takeout.
TOP PICK
Recently upgraded it to an outperform rating. Have had tremendous asset growth with increased book value by 3.5 times. Very active on the acquisition front. On track for a very stellar year.
TOP PICK
(A Top Pick Nov 25/05. Up 3.5%.) A core real estate investment trust holding. Very strong management team. Conservative balance sheets. High quality assets. Good strategic acquisition growth as well.
PAST TOP PICK
(A Top Pick Nov 25/05. Up 3%, 6% if distributions are factored in..) Good long-term holding.
PAST TOP PICK
(A Top Pick Nov 25/05. Up 23% plus distribution.) Still likes.
DON'T BUY
Has a market perform rating on this. Despite very significant acquisition growth, this has not trickled to the bottom line yet. Currently fully valued. Doing some good things, but remains neutral on this.
DON'T BUY
Focused on ownership of industrial space. Have managed to really grow the portfolio and shareholders have been rewarded. Has an under perform rating on this as she believes the industrial market will be hard pressed to outperform given the strong Cdn$.
BUY
Has an outperform rating. Performance and management team are very strong. A premier real estate company. Focused on really high quality assets that are leased with long-term contracts.
BUY
This is a business trust that is focused on the residential market. They have a network of real estate brokers. Low debt leverage and a low payout ratio.
TOP PICK
Just announced the acquisition of a portfolio of closed/open neighbourhood malls, diversifying their asset base. Banking on a distribution increase.
DON'T BUY
Thinks they will hit their production targets. Questions what the price of oil will be. Has a currency factor mixed in as well. Oil has a chance of coming off, so he prefers natural gas stocks right now. Great company.
BUY
Excellent example of a high quality stock. If oil prices drop, it has natural gas, light oil production, heavy oil production and an option on an oil sands play. Would add to this with the present low prices. Great long-term play.