Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 8, 2014

(Top Pick July 02/13, Up 21.44%) Leverage to the US housing market recovery. They have an asset management business. They have a development business. They own single family homes and he thinks the stock is cheap. They are growing this to be a multiyear thing. They figured out how to buy single family homes and then run them. They purchased in the hardest hit areas in the US. It trades incredibly cheaply compared to its NAV of $9-$10. They can refinance properties at a lower rate.

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(Top Pick July 02/13, Up 21.44%) Leverage to the US housing market recovery. They have an asset management business. They have a development business. They own single family homes and he thinks the stock is cheap. They are growing this to be a multiyear thing. They figured out how to buy single family homes and then run them. They purchased in the hardest hit areas in the US. It trades incredibly cheaply compared to its NAV of $9-$10. They can refinance properties at a lower rate.

DON'T BUY
DON'T BUY
July 8, 2014

Dream International, Dream REIT and lots of assets going all over the place. He would prefer a more conservative stance. He doesn’t want to get involved because the restructuring hasn’t really gone on and they just hid the problems under the mat.

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Dream International, Dream REIT and lots of assets going all over the place. He would prefer a more conservative stance. He doesn’t want to get involved because the restructuring hasn’t really gone on and they just hid the problems under the mat.

HOLD
HOLD
July 8, 2014

Owns medical facilities in the US. It is getting access to assets in the US. They are private clinics and don’t suffer from Obamacare. Valuation is still trying to catch up, however. Don’t expect anything except the dividend. To buy, wait for another dollar cheaper.

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Owns medical facilities in the US. It is getting access to assets in the US. They are private clinics and don’t suffer from Obamacare. Valuation is still trying to catch up, however. Don’t expect anything except the dividend. To buy, wait for another dollar cheaper.

TOP PICK
TOP PICK
July 8, 2014

A mortgage investment company. Trades at a discount. 75% of their book is first mortgages. They are at about 44% loan to value. If real estate falls apart they still get all their money back. This is almost equivalent to a bond.

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A mortgage investment company. Trades at a discount. 75% of their book is first mortgages. They are at about 44% loan to value. If real estate falls apart they still get all their money back. This is almost equivalent to a bond.

TOP PICK
TOP PICK
July 8, 2014

It came down because of credit card issues. Thinks this is the entry point to buy it and that it is worth in the mid $60s.

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Target Corp (TGT-N)
July 8, 2014

It came down because of credit card issues. Thinks this is the entry point to buy it and that it is worth in the mid $60s.