XSU-T -0.22 SOLQ-T -0.79 SVR-T 0.36 MAL-T 0.28 CHTR-Q 1.95 IDT-N -0.7 FI-N 0.53
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Today, Paul Gardner, CFA commented about whether MFC-T, CNR-T, BTB.UN-T, S-T, FCR.UN-T, TRP-T, HLC-T, SZ-T, CAR.UN-T, PMZ.UN-T, TD-T, BEI.UN-T, LNF-T, REI.UN-T are stocks to buy or sell.

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TOP PICK

RioCan Real Estate Investment(REI.UN-T)

Oct 03, 2007
REIT market hasn't done anything. This one has grown into its valuation. Good valuation. Trades at a discount to its NAV. Trades at around 14X AFFO. Largest outdoor shopping mall centres giving them economies of scale. Going into lease rollovers, which will lift growth 5% to 6%. Have a great land bank.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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$25.400

Stock price when the opinion was issued

property mngmnt investment
TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Oct 03, 2007
National Bank 4.7% Bond maturing Nov 2/15. Usually doesn't like bank debt, but bank that has just recently widened giving him 160 basis points over Government of Canada.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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TOP PICK

Leon's Furniture(LNF-T)

Oct 03, 2007
A fantastic company. One of the few companies that does incredibly well with the strong Cdn$ because 60% of their purchasing power is buying in the US and China. Margins should increase. Trades at about 14X earnings. 2.2% yield.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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$13.000

Stock price when the opinion was issued

specialty stores
PAST TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Oct 03, 2007
Government of Canada 5.75% Bond 2029. This was a long-term pick. Sold his holdings about 4 months ago and just got back into it again. Cdn$ is so strong, it is going to have to impact the economy and inflation numbers so this is a good place to go.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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COMMENT

Boardwalk REIT(BEI.UN-T)

Oct 03, 2007
About 53% of their apartments is in Alberta, which gave them a tremendous uplift in the last 2 years. REITs hit a brick wall in February. All the price appreciation from Alberta is now priced in. Alberta's economy could cool down because of the royalty discussions.
Paul Gardner, CFAPaul Gardner, CFA
No
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$46.550

Stock price when the opinion was issued

property mngmnt investment
COMMENT

Toronto-Dominion Bank(TD-T)

Oct 03, 2007
Just acquired Commerce Bank, a fantastic retail franchise, in the US. Expensive, but good. Will be dilutive to their earnings, which is why the stock came off 4% yesterday.
Paul Gardner, CFAPaul Gardner, CFA
Unknown
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$71.110

Stock price when the opinion was issued

banks
BUY

Primaris REIT(PMZ.UN-T)

Oct 03, 2007
Fairly large REIT that focuses on the middle market such as closed shopping malls. Trades reasonably at about 14X 2008 AFFO cash flow. Management is Oxford Properties, a very seasoned, great management company. Organic growth has done really well. 6.3% yield.
Paul Gardner, CFAPaul Gardner, CFA
Unknown
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$18.850

Stock price when the opinion was issued

property mngmnt investment
COMMENT

Canadian Apartment Properties(CAR.UN-T)

Oct 03, 2007
A lot of their portfolios are in the greater Toronto area and are still dealing with vacancy rates that are too high so they can’t increase rental rates.
Paul Gardner, CFAPaul Gardner, CFA
Unknown
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$19.390

Stock price when the opinion was issued

investment companies funds
PAST TOP PICK

Sceptre Investment Council Ltd(SZ-T)

Oct 03, 2007
(A Top Pick Nov 7/06. Up 24.2%.) Great asset manager. They are more in the institution pension market. Great cash flow company. Still a Buy.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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$10.440

Stock price when the opinion was issued

investment companies funds
PAST TOP PICK

A Comment -- General Comments From an Expert(A Commentary)

Oct 03, 2007
Ford Credit 4.375% maturing March/08, the financial arm of Ford. Getting closer to maturity and he is slightly uneasy with it because of poor fundamentals.
Paul Gardner, CFAPaul Gardner, CFA
Owned
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DON'T BUY

Holloway Lodging(HLC-T)

Oct 03, 2007
The lodging sector is having a real hard time. If there is anything in the REIT market that he would avoid, it is the lodging sector. US tourists are not coming up here.
Paul Gardner, CFAPaul Gardner, CFA
No
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$4.460

Stock price when the opinion was issued

income trust
BUY

TC Energy(TRP-T)

Oct 03, 2007
Utilities really haven't done much over the last 3 or 4 months. In the volatile situations, people tend to go to utilities, so it is a safe haven. Consistent dividends and have lowered their costs.
Paul Gardner, CFAPaul Gardner, CFA
No
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$37.120

Stock price when the opinion was issued

oil gas pipelines
BUY

First Capital Realty(FCR.UN-T)

Oct 03, 2007
Basically community based shopping centres. Has traded off in the last year. Trades at about 4% discount to its NAV. Wouldn't be surprised to see growth in their distributions.
Paul Gardner, CFAPaul Gardner, CFA
No
Unlock Rating
$25.820

Stock price when the opinion was issued

property mngmnt investment
BUY

Sherritt International Corp.(S-T)

Oct 03, 2007
Likes their assets in Saskatchewan. Own the largest coal deposits in Canada. Have oil/gas interests in Cuba, which gives it a discount to its NAV. The cheapest mining stock out there.
Paul Gardner, CFAPaul Gardner, CFA
Owned
Unlock Rating
$15.410

Stock price when the opinion was issued

integrated mines
HOLD

BTB Real Estate Investment Trust(BTB.UN-T)

Oct 03, 2007
Doesn't really like it, but does like and owns their convertibles.
Paul Gardner, CFAPaul Gardner, CFA
Owned
Unlock Rating
$2.470

Stock price when the opinion was issued

income trust
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