Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 10, 2010
Standard for other REITs. Diversified. Disciplined. Looking for protection on his returns, not huge returns. Low debt and payout ratio of 68%. One of the safest places to be.
Standard for other REITs. Diversified. Disciplined. Looking for protection on his returns, not huge returns. Low debt and payout ratio of 68%. One of the safest places to be.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$31.300
Owned
Yes
TOP PICK
TOP PICK
December 10, 2010
Have their problems in that they have too much Calgary exposure. Borrowing everything they can get and buying everything they can to maximize their spread. Doing the job. High yield of 7.4%.
Dream Office REIT (D.UN-T)
December 10, 2010
Have their problems in that they have too much Calgary exposure. Borrowing everything they can get and buying everything they can to maximize their spread. Doing the job. High yield of 7.4%.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$29.750
Owned
Yes
TOP PICK
TOP PICK
December 10, 2010
(A Top Pick March 19/09. Up 27.43%.) When there was so much trouble, they had $6 billion in cash. Have a global platform. Balance sheet is in great shape. Wonderful platform to grow on.
(A Top Pick March 19/09. Up 27.43%.) When there was so much trouble, they had $6 billion in cash. Have a global platform. Balance sheet is in great shape. Wonderful platform to grow on.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$31.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 10, 2010
(Northern Property (NPR.UN-T) was his Top Pick March 19/09 but he talked about this one instead. My records show this was NEVER a Top Pick of his. Not an easy guy to follow. Bill.) Has flattened out recently. Sold his holdings as he was a little skeptical on medical hospital holdings.
(Northern Property (NPR.UN-T) was his Top Pick March 19/09 but he talked about this one instead. My records show this was NEVER a Top Pick of his. Not an easy guy to follow. Bill.) Has flattened out recently. Sold his holdings as he was a little skeptical on medical hospital holdings.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$26.930
Owned
No
PAST TOP PICK
PAST TOP PICK
December 10, 2010
(A Top Pick March 19/09. Up 13.46%.) Sold his holdings, probably too early, but still have some of their convertibles. He was concerned about Industrials in Quebec.
(A Top Pick March 19/09. Up 13.46%.) Sold his holdings, probably too early, but still have some of their convertibles. He was concerned about Industrials in Quebec.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$21.250
Owned
No
BUY
BUY
December 10, 2010
For those looking for yield, this is more volatile. Based in Winnipeg, but have very diversified locations, which makes you wonder if they can manage them all. Feels they are survivors. Good growth. Good yield of 8.7%.
For those looking for yield, this is more volatile. Based in Winnipeg, but have very diversified locations, which makes you wonder if they can manage them all. Feels they are survivors. Good growth. Good yield of 8.7%.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$12.600
Owned
Yes
COMMENT
COMMENT
December 10, 2010
Sold his holdings because of high fashion components. A lot of development opportunities. Have always been dynamic. Finances are a lot better than they used to be. Not sure why it has dropped in price. Looking at it again at this price.
Smart REIT (SRU.UN-T)
December 10, 2010
Sold his holdings because of high fashion components. A lot of development opportunities. Have always been dynamic. Finances are a lot better than they used to be. Not sure why it has dropped in price. Looking at it again at this price.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$22.530
Owned
No