Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 5, 2010
Large cap, high quality REIT. Were in the penalty box but have come back a long way. External management, which he doesn’t like.
Large cap, high quality REIT. Were in the penalty box but have come back a long way. External management, which he doesn’t like.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$20.560
Owned
No
BUY
BUY
November 5, 2010
Very high quality name, grocery and drug store anchored shopping plazas. Do development so there is growth. High quality properties. Attractive dividend. You can sleep when you own this name.
Very high quality name, grocery and drug store anchored shopping plazas. Do development so there is growth. High quality properties. Attractive dividend. You can sleep when you own this name.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$15.260
Owned
Unknown
TOP PICK
TOP PICK
November 5, 2010
(Top Pick Jul 28/10, Up 61%) In the process of consolidating daycare centers in Canada. There is an opportunity for them to increase professionalism in the industry. He is a major shareholder and on the board. A unique entity in Canada. One of the few real estate sectors where demand is well in excess of supply. Opportunity to do new development and create centers.
(Top Pick Jul 28/10, Up 61%) In the process of consolidating daycare centers in Canada. There is an opportunity for them to increase professionalism in the industry. He is a major shareholder and on the board. A unique entity in Canada. One of the few real estate sectors where demand is well in excess of supply. Opportunity to do new development and create centers.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$1.070
Owned
Yes
BUY
BUY
November 5, 2010
Largest capitalized REIT in Canada. Trading around its net asset value. Relatively low yield because of large capitalization. Good balance sheet with ton of cash on it. May buy shares back or increase distribution or make special distribution. Suspects the later.
Boardwalk REIT (BEI.UN-T)
November 5, 2010
Largest capitalized REIT in Canada. Trading around its net asset value. Relatively low yield because of large capitalization. Good balance sheet with ton of cash on it. May buy shares back or increase distribution or make special distribution. Suspects the later.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$44.160
Owned
No
HOLD
HOLD
November 5, 2010
Premium valuation. Position of influence in Canada. The first name you come to if you are an American and wanting to invest in Canadian real estate. CEO says by end of year they will not be over paying distribution. You can buy it and rest well.
Premium valuation. Position of influence in Canada. The first name you come to if you are an American and wanting to invest in Canadian real estate. CEO says by end of year they will not be over paying distribution. You can buy it and rest well.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$22.880
Owned
No
BUY
BUY
November 5, 2010
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$14.490
Owned
Unknown
BUY
BUY
November 5, 2010
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
Diversified commercial REIT. Relative to other names in the same space, it is reasonable value. Can continue buying properties at higher values because financing rates have come down. Came out with decent results and shot up over last 4 or 5 sessions.
Jeffrey F. Olin
President & CEO, Vision Capital Corporation
Price
$14.490
Owned
Unknown