Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 15, 2014

(Top Pick July 31/13, Up 5.75%) He is very pleased with how this has rebounded. The industrial markets are the ones on the leading edge in the US. They go only into the 8 main port cities, buy distressed real estate, fix it and then sell it. Industrial real estate is a theme that is here to stay.

(Top Pick July 31/13, Up 5.75%) He is very pleased with how this has rebounded. The industrial markets are the ones on the leading edge in the US. They go only into the 8 main port cities, buy distressed real estate, fix it and then sell it. Industrial real estate is a theme that is here to stay.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$18.840
Owned
Yes
BUY
BUY
July 15, 2014

You can’t do much better than owning this one. Often a Top Pick of his. It has pulled off a little if you want to add to your position. Doing amazing new developments in the Toronto area. A little income, tremendous income growth and guided by fantastic management.

You can’t do much better than owning this one. Often a Top Pick of his. It has pulled off a little if you want to add to your position. Doing amazing new developments in the Toronto area. A little income, tremendous income growth and guided by fantastic management.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$34.480
Owned
Unknown
DON'T BUY
DON'T BUY
July 15, 2014

A bit of a soap opera about old and new management and what is going on. He is not looking at it. You could gamble on this one and there might be some recovery. Prefers Plaza Retail REIT.

A bit of a soap opera about old and new management and what is going on. He is not looking at it. You could gamble on this one and there might be some recovery. Prefers Plaza Retail REIT.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$5.100
Owned
Unknown
HOLD
HOLD
July 15, 2014

The only name you can invest in to get exposure to Canadian hotels. Doesn’t like it at these levels as it is overpriced. Some hedge fund involvement and selling off of properties. It is safe and he is waiting for the price to back off or for hotel fundamentals to improve a lot.

The only name you can invest in to get exposure to Canadian hotels. Doesn’t like it at these levels as it is overpriced. Some hedge fund involvement and selling off of properties. It is safe and he is waiting for the price to back off or for hotel fundamentals to improve a lot.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$5.270
Owned
No
DON'T BUY
DON'T BUY
July 15, 2014

There is nothing safer than apartments. This is Ontario apartments and the Ontario economy is not great, but not bad either. Rent controls limit increases. High single digit returns. A good company, but it has run up a little. More exciting stories further west. Prefers Boardwalk.

There is nothing safer than apartments. This is Ontario apartments and the Ontario economy is not great, but not bad either. Rent controls limit increases. High single digit returns. A good company, but it has run up a little. More exciting stories further west. Prefers Boardwalk.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$22.630
Owned
Unknown
DON'T BUY
DON'T BUY
July 15, 2014

Medical office space – dentists, doctors and supporting services. It is challenging. They are unable to get the occupancy. It has not been a great investment. It is cheap at these levels. But they need to adjust their financials to help us see their forward targets and to see operations gains going forward.

Medical office space – dentists, doctors and supporting services. It is challenging. They are unable to get the occupancy. It has not been a great investment. It is cheap at these levels. But they need to adjust their financials to help us see their forward targets and to see operations gains going forward.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$9.880
Owned
No
STRONG BUY
STRONG BUY
July 15, 2014

Very, very stable company. Dividend is incredibly sustainable. Always one of his top holdings. It is always an assumed Top Pick so he just leaves it off.

Very, very stable company. Dividend is incredibly sustainable. Always one of his top holdings. It is always an assumed Top Pick so he just leaves it off.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$45.410
Owned
Yes