Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 2, 2013

Operating in the mid-90% in occupancy. It was 99% but they bought some assets that had some vacancies. They are being very successful in leasing of these vacancies. 7% yield.

Operating in the mid-90% in occupancy. It was 99% but they bought some assets that had some vacancies. They are being very successful in leasing of these vacancies. 7% yield.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$4.420
Owned
Yes
BUY
BUY
August 2, 2013

Issued a lot of equity recently in order to make a lot of acquisitions. CEO did a capital raise earlier this year that he thought didn’t have a use of proceeds, but was well-timed. Feels this is being impacted currently by them having raised a lot of capital. Quality of the real estate they own has gone up dramatically.

Issued a lot of equity recently in order to make a lot of acquisitions. CEO did a capital raise earlier this year that he thought didn’t have a use of proceeds, but was well-timed. Feels this is being impacted currently by them having raised a lot of capital. Quality of the real estate they own has gone up dramatically.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$29.930
Owned
Yes
BUY
BUY
August 2, 2013

(Market Call Minute.) Top 5 REIT globally.

(Market Call Minute.) Top 5 REIT globally.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$103.970
Owned
Yes
BUY
BUY
August 2, 2013

(Market Call Minute.) Diversified utility and infrastructure play. Likes it a lot. Worth $37.

Emera Inc (EMA-T)
August 2, 2013

(Market Call Minute.) Diversified utility and infrastructure play. Likes it a lot. Worth $37.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$32.440
Owned
Yes
BUY
BUY
August 2, 2013

(Market Call Minute.) Trading at a discount to NAV.

Smart REIT (SRU.UN-T)
August 2, 2013

(Market Call Minute.) Trading at a discount to NAV.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$24.760
Owned
Yes
HOLD
HOLD
August 2, 2013

(Market Call Minute.) Liked it a lot before they bought KEYreit.

(Market Call Minute.) Liked it a lot before they bought KEYreit.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$4.020
Owned
No
DON'T BUY
DON'T BUY
August 2, 2013

(Market Call Minute.) Huge payout ratio. Deteriorating asset quality.

Transalta Corp (TA-T)
August 2, 2013

(Market Call Minute.) Huge payout ratio. Deteriorating asset quality.

Dennis Mitchell, CFA
Executive Vice-President & Chief Investment Office, Sentry Select Capital Corp
Price
$14.190
Owned
No