Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 1, 2010
Landlines in the Maritimes, which are being cannibalized by mobile companies. Not a great growth profile. Cut distributions, which was not unexpected. Dividend is really solid. Attractive for yield investors.
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Bell Aliant (BA-T)
September 1, 2010
Landlines in the Maritimes, which are being cannibalized by mobile companies. Not a great growth profile. Cut distributions, which was not unexpected. Dividend is really solid. Attractive for yield investors.
PARTIAL SELL
PARTIAL SELL
September 1, 2010
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.
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TC Energy (TRP-T)
September 1, 2010
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.
DON'T BUY
DON'T BUY
September 1, 2010
Has diversified out of the Calgary B & C properties but there is still a real vulnerability for rent renewals. Large vacancies of 20%-30%.
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Dream Office REIT (D.UN-T)
September 1, 2010
Has diversified out of the Calgary B & C properties but there is still a real vulnerability for rent renewals. Large vacancies of 20%-30%.
COMMENT
COMMENT
September 1, 2010
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.
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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.
BUY
BUY
September 1, 2010
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.)
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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.)
BUY
BUY
September 1, 2010
Focused in the eastern provinces and are anchored by Sobey's and other defensive staple retail outlets. Slightly more defensive than H & R (HR.UN-T) and hasn't participated as much so this would be a good time to get in.
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Focused in the eastern provinces and are anchored by Sobey's and other defensive staple retail outlets. Slightly more defensive than H & R (HR.UN-T) and hasn't participated as much so this would be a good time to get in.
BUY
BUY
September 1, 2010
Biggest problem for them is their US exposure and with the US health accord now being printed there are still some unknowns. Margins are improving and probably still has room to grow.
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Extendicare Inc (EXE-T)
September 1, 2010
Biggest problem for them is their US exposure and with the US health accord now being printed there are still some unknowns. Margins are improving and probably still has room to grow.