Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 17, 2013

A great opportunity at these prices, excellent yield, stable portfolio, Wal-Mart anchored centers. A good time to get in. Down at the September lows. In 2014 it is a yield-first kind of market. They have lots of high quality cash flow and a stable yield.

Smart REIT (SRU.UN-T)
December 17, 2013

A great opportunity at these prices, excellent yield, stable portfolio, Wal-Mart anchored centers. A good time to get in. Down at the September lows. In 2014 it is a yield-first kind of market. They have lots of high quality cash flow and a stable yield.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$24.340
Owned
Unknown
BUY
BUY
December 17, 2013

Not afraid to own the convertibles. They have been beat up too much. Concern over office markets becoming too weak in the Toronto and Calgary. Excellent management. Pressure has been well overdone.

Dream Office REIT (D.UN-T)
December 17, 2013

Not afraid to own the convertibles. They have been beat up too much. Concern over office markets becoming too weak in the Toronto and Calgary. Excellent management. Pressure has been well overdone.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$27.750
Owned
Unknown
STRONG BUY
STRONG BUY
December 17, 2013

Have been developing aggressively in Halifax and there will be some time for the job growth to come through. It should have a great 2014 as developments come on line. A screaming buy.

Have been developing aggressively in Halifax and there will be some time for the job growth to come through. It should have a great 2014 as developments come on line. A screaming buy.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$10.170
Owned
Unknown
BUY
BUY
December 17, 2013

The whole sector has come down. It is a good company. Three double digit returns over last three years. Branched out into shopping malls. Large shopping malls. A good time to get in. Encourages people to add to positions.

The whole sector has come down. It is a good company. Three double digit returns over last three years. Branched out into shopping malls. Large shopping malls. A good time to get in. Encourages people to add to positions.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$20.810
Owned
Unknown
HOLD
HOLD
December 17, 2013

There is a lot of concern about what will happens to interest rates but much of that is already priced in. Doing excellent acquisitions. Hold onto it. Distribution is fully covered. Be paid to wait.

There is a lot of concern about what will happens to interest rates but much of that is already priced in. Doing excellent acquisitions. Hold onto it. Distribution is fully covered. Be paid to wait.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$8.520
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 17, 2013

(Top Pick Nov 13’13, Up 5.94%) This is a wine you never have to open. High quality operations, low debt. Lower yield but continues to be his largest holding.

(Top Pick Nov 13’13, Up 5.94%) This is a wine you never have to open. High quality operations, low debt. Lower yield but continues to be his largest holding.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$41.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 17, 2013

(Top Pick Nov 13’13, Up 3.00%) Very small company that was beat up far too much. Connects well to E-commerce business. Expects slow growth. High quality real estate.

(Top Pick Nov 13’13, Up 3.00%) Very small company that was beat up far too much. Connects well to E-commerce business. Expects slow growth. High quality real estate.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$8.400
Owned
Yes