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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Charles Dillingham and Bruce Campbell (1) commented about whether BNS.TO, RPL.V, MG.TO, Y.TO, GWO.TO, TECK.B.TO, QUX.TO, HSE.TO, ATH.TO, POT.TO, K.TO, WN.TO, MFC.TO, SU.TO, AGU.TO, CVE.TO, ARE.TO, CLC.TO, AR.TO, CNR.TO, LIM.TO, ELD.TO, TPH.TO, EXE.TO, ONR.UN.TO, CMQ.UN.TO, KRE.UN.TO, HR.UN.TO, BTB.UN.TO, NVU.UN.TO, FCR.UN.TO, BAM.A.TO are stocks to buy or sell.
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N/A
There are no real signs of interest rates coming up any time soon in North America. The REIT index is tired. Everybody has already raised money and that often tires it off. Generally numbers coming out are pretty good. Yields are pretty good on distributions and are covered better than every before.
TOP PICK
Not technically a REIT but huge in real estate. Has them as one of his biggest holdings. Still believes economy is going to go up. Recently they did a big issue and the market had difficulty digesting it. It has come down and looks like it is basing. They are diversified into infrastructure and into several countries. They have weakened off and they represent value again.
Charles DillinghamOwned
managementdiversified
TOP PICK
Spend a lot of money redeveloping older properties. Strong group. Management has a lot of stock and gradually growing their income. They are reinvesting a lot instead of distributing.
Charles DillinghamOwned
property mngmntinvestment
TOP PICK
Northern Alberta. Alberta and Arctic. Low debt and low payout ratio and good management group. Lots of room to grow, lots of excess capacity in Alberta where they economy is improving a lot. Number came out - very good.
Charles DillinghamOwned
investment companiesfunds
RISKY
Interesting situation. Issue yesterday that was reasonably successful. In a lot of different markets in Quebec. Have been around for a while. They used to be too leveraged. They have survived and debt is under a little bit better control. Some gov’t offices and local businesses. They are higher risk and higher yield – pretty close to earning their distribution. If you want yield and you can take some risk, then ok. Looks like they are doing a good job.
income trust
WAIT
Has been evolving in a very good manor. As close to a bond as any of the REITS. They have long-term leases and responsible debt. Were caught a number of years ago with Bow Valley. That turned out to be the wrong time. They cut their distribution and now they have come back. Low payout ratio. A little pricey right now. Sold a week ago because the market seemed a little high. It is a quality name.
Charles DillinghamOwned
property mngmntinvestment
BUY
They took the conservative parts and put it into a new REIT. It has done very well. Just bought some new properties. Good yield. A good conservative REIT.
Charles DillinghamOwned
REAL ESTATE
BUY
This was in terrible shape. They sold some properties and added some properties. Very good management. It’s a good source of yield. Slightly risky. Bit too high of a payout ratio but thinks are improving.
Charles DillinghamOwned
investment companiesfunds
N/A
4.5% down from Mar 4. It is not panic selling. We were due for a pull back. Very possible there is only a couple more days and then back up. S&P bounced off 50 day about 3 times today. We should thrash around for a week or two. He did some buying already. Energy is a good sector. Believes oil will go back into the 90s. Some have pulled back 10% or so in the last week.
HOLD
He is concerned, but not overly so. Would be a sell if oil went to $120. Monitor it closely. They are the most efficient. Had lagged the whole group. Was a buyer 6 weeks ago.
Bruce Campbell (1)Owned
Transportation
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