Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
October 7, 2010
Thinks this is going to be converted back to a Corp. Not a healthy entity. If you own, try to get your liquidity out and go somewhere else.
Royal Host Inc (RYL-T)
October 7, 2010
Thinks this is going to be converted back to a Corp. Not a healthy entity. If you own, try to get your liquidity out and go somewhere else.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$2.340
Owned
No
HOLD
HOLD
October 7, 2010
Finally getting its recognition. Getting a little extra push right now with their competition Parkbridge being taken out. Well managed and a very stable business. Probably as high as it's going to go for a while. 5.4% yield. Long-term hold.
Finally getting its recognition. Getting a little extra push right now with their competition Parkbridge being taken out. Well managed and a very stable business. Probably as high as it's going to go for a while. 5.4% yield. Long-term hold.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$10.250
Owned
Yes
WATCH
WATCH
October 7, 2010
Have done a very good job of expanding. Recently acquired a lot of property in the US and Canada and wonders how good they are going to be at managing. A little bit of “show me” as payout ratio is around 115%-120%.
Have done a very good job of expanding. Recently acquired a lot of property in the US and Canada and wonders how good they are going to be at managing. A little bit of “show me” as payout ratio is around 115%-120%.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$13.440
Owned
Yes
HOLD
HOLD
October 7, 2010
Recently sold one of their better assets to help their financial situation. 15% yield but about 144% payout ratio, which is very hard to sustain. Tar sands are picking up so chances of improving are there.
Temple Hotels (TPH-T)
October 7, 2010
Recently sold one of their better assets to help their financial situation. 15% yield but about 144% payout ratio, which is very hard to sustain. Tar sands are picking up so chances of improving are there.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$2.520
Owned
No
BUY
BUY
October 7, 2010
Long-term care homes, largely in Ontario. Hasn't had a great reception from the market and he likes it more than the market does. Business is quite good. Good long-term hold. Good yield at 8.2%.
Long-term care homes, largely in Ontario. Hasn't had a great reception from the market and he likes it more than the market does. Business is quite good. Good long-term hold. Good yield at 8.2%.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$10.260
Owned
Yes
WEAK BUY
WEAK BUY
October 7, 2010
High payout ratio. A lot of questions so don't put a lot of money in it. Caveat emptor.
OneREIT (ONR.UN-T)
October 7, 2010
High payout ratio. A lot of questions so don't put a lot of money in it. Caveat emptor.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$5.050
Owned
Yes
PARTIAL BUY
PARTIAL BUY
October 7, 2010
Lawsuits in the US have been going on for a long time and not much is known. He has decided to ignore this issue to some extent. 75% holdings in the US. Not one you buy a lot of. Care business in the US is always risky.
Extendicare Inc (EXE-T)
October 7, 2010
Lawsuits in the US have been going on for a long time and not much is known. He has decided to ignore this issue to some extent. 75% holdings in the US. Not one you buy a lot of. Care business in the US is always risky.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$9.890
Owned
Yes