Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 7, 2010
Financing business of major automakers has essentially gone away so this is a potential acquisition target in addition to being able to grow their loan book organically with quite nice profitability.
Financing business of major automakers has essentially gone away so this is a potential acquisition target in addition to being able to grow their loan book organically with quite nice profitability.
James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$5.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 7, 2010
(A Top Pick Sept 3/09. Up 42%.) Urban shopping centres with stable tenants such as banks. Very professional management. Low pay out ratio. 5.1% yield. Still a Hold.
(A Top Pick Sept 3/09. Up 42%.) Urban shopping centres with stable tenants such as banks. Very professional management. Low pay out ratio. 5.1% yield. Still a Hold.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$15.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 7, 2010
(A Top Pick Sept 3/09. Up 30%.) Classified as real estate but has global investments in communications, lumber, power generation, etc. Good place to get wide exposure. 1.8% yield.
(A Top Pick Sept 3/09. Up 30%.) Classified as real estate but has global investments in communications, lumber, power generation, etc. Good place to get wide exposure. 1.8% yield.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$29.320
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 7, 2010
(A Top Pick Sept 3/09. Up 36%.) Largely Quebec, a little bit Ottawa. Primarily industrial and office. Extremely well run.
(A Top Pick Sept 3/09. Up 36%.) Largely Quebec, a little bit Ottawa. Primarily industrial and office. Extremely well run.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$22.080
Owned
Yes
TOP PICK
TOP PICK
October 7, 2010
Just made some changes where US and Canadian housing has been taken out with Australia being put in. Becoming a clean entity with office properties. Also own Brookfield Office Properties. New York office properties are starting to improve. 3.5% yield. Payout ratio about 50%.
Just made some changes where US and Canadian housing has been taken out with Australia being put in. Becoming a clean entity with office properties. Also own Brookfield Office Properties. New York office properties are starting to improve. 3.5% yield. Payout ratio about 50%.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$17.150
Owned
Yes
TOP PICK
TOP PICK
October 7, 2010
Apartments are one of the more conservative areas. These people took part of their portfolio and went public and will do a whole bunch more. It will be a dynamic process. Don't necessarily buy now but it's something to look at. 7.1% yield.
Apartments are one of the more conservative areas. These people took part of their portfolio and went public and will do a whole bunch more. It will be a dynamic process. Don't necessarily buy now but it's something to look at. 7.1% yield.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$10.550
Owned
Yes
TOP PICK
TOP PICK
October 7, 2010
Really the only hotel group in Canada. Pay out ratio is quite low. Distribution has been cut twice and current yield is 7.1%. Leveraged to the economy.
InnVest Reit (INN.UN-T)
October 7, 2010
Really the only hotel group in Canada. Pay out ratio is quite low. Distribution has been cut twice and current yield is 7.1%. Leveraged to the economy.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$7.100
Owned
Yes