Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 5, 2010
Focus is historical or heritage real estate. King and Spedina, Batherst and King, areas of Toronto. Likes the name. Intrigued about their venture into data centers – high return per square foot / expensive to operate. He hopes they will do more of this.
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Focus is historical or heritage real estate. King and Spedina, Batherst and King, areas of Toronto. Likes the name. Intrigued about their venture into data centers – high return per square foot / expensive to operate. He hopes they will do more of this.
BUY
BUY
November 5, 2010
Typically he does not invest in hotels but he owns this one. Have high and mid-grade quality properties. Strong management, reasonably large cap, 7% yield. Wouldn’t be top pick but he wouldn’t hesitate to but it.
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InnVest Reit (INN.UN-T)
November 5, 2010
Typically he does not invest in hotels but he owns this one. Have high and mid-grade quality properties. Strong management, reasonably large cap, 7% yield. Wouldn’t be top pick but he wouldn’t hesitate to but it.
DON'T BUY
DON'T BUY
November 5, 2010
Philosophical challenge because they focus on residential properties in northern areas. Quality of properties is not that high. Risky name. Valuation does not reflect the risk in the name.
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Philosophical challenge because they focus on residential properties in northern areas. Quality of properties is not that high. Risky name. Valuation does not reflect the risk in the name.
SELL
SELL
November 5, 2010
Over-paying distribution and have done so for a long time. Not a big fan of senior management. They are more financial engineers. Cautious of this name.
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Whiterock REIT (WRK.UN-T)
November 5, 2010
Over-paying distribution and have done so for a long time. Not a big fan of senior management. They are more financial engineers. Cautious of this name.
TOP PICK
TOP PICK
November 5, 2010
Value-add component to it. High yield so you get paid while you wait. Have a couple of properties with re-development potential that potentially support the valuation of the share price today.
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OneREIT (ONR.UN-T)
November 5, 2010
Value-add component to it. High yield so you get paid while you wait. Have a couple of properties with re-development potential that potentially support the valuation of the share price today.
TOP PICK
TOP PICK
November 5, 2010
Non real estate. Outstanding management. Nitch airlines with competitive cost advantage. $1.56 dividend.
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Exchange Income (EIF-T)
November 5, 2010
Non real estate. Outstanding management. Nitch airlines with competitive cost advantage. $1.56 dividend.
SELL
SELL
November 5, 2010
Entrepreneurs had some real estate skills and decided to acquire some assets and have a public vehicle. Has been challenged since inception. Small cap. He is cautious of this name.
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Entrepreneurs had some real estate skills and decided to acquire some assets and have a public vehicle. Has been challenged since inception. Small cap. He is cautious of this name.