Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 5, 2010
(Top Pick Nov 30/09, Down 21.63%) Sold it after he did the top pick last year.
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Manulife Financial (MFC-T)
November 5, 2010
(Top Pick Nov 30/09, Down 21.63%) Sold it after he did the top pick last year.
HOLD
HOLD
November 5, 2010
Shopping centers. Strategic relationship with Sobeys.
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Shopping centers. Strategic relationship with Sobeys.
DON'T BUY
DON'T BUY
November 5, 2010
Clear leader in Quebec market place. Very strong management. Trades at a premium. Has owned it in the past.
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Clear leader in Quebec market place. Very strong management. Trades at a premium. Has owned it in the past.
DON'T BUY
DON'T BUY
November 5, 2010
You have to be cautious about focusing on yield. High yield is for a reason. Not the highest quality properties. He won’t own it.
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CANMARC REIT (CMQ.UN-T)
November 5, 2010
You have to be cautious about focusing on yield. High yield is for a reason. Not the highest quality properties. He won’t own it.
COMMENT
COMMENT
November 5, 2010
Look at total return, don't focus on yield. Solid entity. Large cap. Strong in power centers. Largest shareholder brought Wal-Mart to Canada. Smart Centers. They are buying some development projects and thinks they are paying too much and he is evaluating that.
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Smart REIT (SRU.UN-T)
November 5, 2010
Look at total return, don't focus on yield. Solid entity. Large cap. Strong in power centers. Largest shareholder brought Wal-Mart to Canada. Smart Centers. They are buying some development projects and thinks they are paying too much and he is evaluating that.
STRONG BUY
STRONG BUY
November 5, 2010
Arguably the highest quality in terms of assets in Canada. Majority of income is from US (40%), mostly in Manhattan. Exceptional management. Office markets. Thinks it is a good name. Owns the parent company. He is comfortable with the valuation
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Arguably the highest quality in terms of assets in Canada. Majority of income is from US (40%), mostly in Manhattan. Exceptional management. Office markets. Thinks it is a good name. Owns the parent company. He is comfortable with the valuation
PAST TOP PICK
PAST TOP PICK
November 5, 2010
(Top Pick Jul 28/10, Up 40%) Take-over offer. Validates what he has been saying that this is an asset class that is not fully understood. He is deliberating as to what path he might take to effect better results. Thinks the price is too low.
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(Top Pick Jul 28/10, Up 40%) Take-over offer. Validates what he has been saying that this is an asset class that is not fully understood. He is deliberating as to what path he might take to effect better results. Thinks the price is too low.