Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 16, 2012
Very small. Last year, this was one of the best performing REITs. Not sure of the numbers but probably still have a lot of debt. They are getting their revenues up. 8% dividend is probably alright. Definitely a caveat emptor.
Temple Hotels (TPH-T)
April 16, 2012
Very small. Last year, this was one of the best performing REITs. Not sure of the numbers but probably still have a lot of debt. They are getting their revenues up. 8% dividend is probably alright. Definitely a caveat emptor.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$6.000
Owned
No
WEAK BUY
WEAK BUY
April 16, 2012
Good group. Based in Victoria. This is a long-term process. The one thing you have to watch out for is that we don't know if we are at the end of the market or not but we have a wonderful period of appreciation and you should be upgrading. In some cases you might be better overall to go with ones that are more in the market.
Good group. Based in Victoria. This is a long-term process. The one thing you have to watch out for is that we don't know if we are at the end of the market or not but we have a wonderful period of appreciation and you should be upgrading. In some cases you might be better overall to go with ones that are more in the market.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$7.280
Owned
Yes
DON'T BUY
DON'T BUY
April 16, 2012
8.3% payout. Has wonderful sponsorship in that it is in alliance with Calloway (CWT.UN-T). Payout is very high and the market is uncertain of it. There is also some vulnerability in that they have several Zeller’s stores and he doesn't know what is going to happen to them. Good management.
OneREIT (ONR.UN-T)
April 16, 2012
8.3% payout. Has wonderful sponsorship in that it is in alliance with Calloway (CWT.UN-T). Payout is very high and the market is uncertain of it. There is also some vulnerability in that they have several Zeller’s stores and he doesn't know what is going to happen to them. Good management.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$5.460
Owned
Yes
COMMENT
COMMENT
April 16, 2012
They have to play an interest rate spread. Whatever you are doing in these things, be aware that you are only going to get the latest interest rates. They are going to be challenged to keep the mixture that allows them to get the rates.
They have to play an interest rate spread. Whatever you are doing in these things, be aware that you are only going to get the latest interest rates. They are going to be challenged to keep the mixture that allows them to get the rates.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$15.770
Owned
Unknown
HOLD
HOLD
April 16, 2012
(Market Call Minute.) Have a lot of renovation stuff to do.
(Market Call Minute.) Have a lot of renovation stuff to do.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$11.960
Owned
Unknown
HOLD
HOLD
April 16, 2012
(Market Call Minute.) Doing phenomenally well. It's behaving as though something is going on.
(Market Call Minute.) Doing phenomenally well. It's behaving as though something is going on.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$59.790
Owned
Unknown
BUY
BUY
April 16, 2012
(Market Call Minute.) Very good name. Good return.
(Market Call Minute.) Very good name. Good return.
Charles Dillingham
Vice President and Portfolio Manager, Morguard Financial
Price
$4.500
Owned
Unknown