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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Paul Gardner, CFA commented about whether CLIQ.TO, EXE.TO, CRR.UN.TO, FC.TO, MBT.TO, D.UN.TO, TRP.TO, BA.TO, HR.UN.TO, BNS.TO, AX.UN.TO, WRK.UN.TO, SIA.TO, KMP.UN.TO, S.TO, BEI.UN.TO, CGX.TO are stocks to buy or sell.
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TOP PICK
Own the apartment buildings and manufactured houses, basically mobile homes using CMHC financing. Just reported great numbers. Net operating income increased 5% and they upped guidance 5%. Good management and there is still room to grow.
Paul Gardner, CFAOwned
property mngmntinvestment
TOP PICK
Operate long-term care facilities in Ontario where they get provincial funding. 8.5% yield. Limited competition because of the barriers to entrance in this field.
Paul Gardner, CFAOwned
other services
BUY
Distribution is 115% but is dropping down each quarter. Well managed and has excellent properties and are well funded. Acquiring and growing. 8.8% yield.
Paul Gardner, CFAOwned
property mngmntinvestment
PARTIAL SELL
They were caught offside with the Bow building in Calgary when there were a lot of vacancies and financing had seized up. Recently retired expensive financing so there is no liquidity problem. Have great properties. Has had a good run so if you own, consider shaving.
Paul Gardner, CFAOwned
property mngmntinvestment
PARTIAL SELL
Likes this because of the consistency of its pipelines. Utility sector has performed very well. With shale gas coming online, technically you don't need the pipeline to go to Ontario. Good company. If you own, consider taking some profit.
Paul Gardner, CFAOwned
oilgas pipelines
COMMENT
Recently cut dividends but are still over distributing. Has been a nightmare story for 3-4 years. Worst performing telco. Bought Allstream about 6 years ago and it blew up on them. Slightly more compelling now as he thinks there is a $4-$5 embedded value on the stock. Might look at this in the near future, especially if it goes lower.
telephone utilities
BUY
Very good management. Focused on smaller community centre shopping areas and tend to take long-term views on their assets. (He owns the bonds, not the stocks.)
Paul Gardner, CFAOwned
Financial Services
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