Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 15, 2014

It is stuck in a rut. They own a lot of the buildings in the core. They are adding a lot of supply. Does not see a solution any time soon. Prefers Dream unlimited. ‘Dream’ is a branding effort. They are changing the way they do things in this company and he is positive about it.

It is stuck in a rut. They own a lot of the buildings in the core. They are adding a lot of supply. Does not see a solution any time soon. Prefers Dream unlimited. ‘Dream’ is a branding effort. They are changing the way they do things in this company and he is positive about it.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$29.040
Owned
No
DON'T BUY
DON'T BUY
July 15, 2014

The economy in their areas is a little strained. It is under pressure still. High payout ratio and it is also doing development. Yield should be safe but it is not an area of growth.

OneREIT (ONR.UN-T)
July 15, 2014

The economy in their areas is a little strained. It is under pressure still. High payout ratio and it is also doing development. Yield should be safe but it is not an area of growth.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$4.500
Owned
Unknown
BUY
BUY
July 15, 2014

8% yield, which is attractive. Seniors living space and some growth. Just wait out the cycles.

8% yield, which is attractive. Seniors living space and some growth. Just wait out the cycles.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$7.910
Owned
Unknown
BUY
BUY
July 15, 2014

Dividend is very safe, great balance sheet. Because of exposure to the north it is not a takeout target. The upside is the fact that they are doing interesting developments. Lots of energy exposure provides more stability for them.

Dividend is very safe, great balance sheet. Because of exposure to the north it is not a takeout target. The upside is the fact that they are doing interesting developments. Lots of energy exposure provides more stability for them.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$28.750
Owned
Unknown
TOP PICK
TOP PICK
July 15, 2014

Seniors living. We have an aging population. They are getting older, but want to continue to enjoy their life. This gives them a wonderful place to live. Beautiful properties and cash flow. He is seeing a lot of activity involving US players coming into Canada. Stock came off recently and he has been adding to it.

Seniors living. We have an aging population. They are getting older, but want to continue to enjoy their life. This gives them a wonderful place to live. Beautiful properties and cash flow. He is seeing a lot of activity involving US players coming into Canada. Stock came off recently and he has been adding to it.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$10.590
Owned
Yes
TOP PICK
TOP PICK
July 15, 2014

Very low debt: 23% of market cap. They sold a bunch of Mexican assets. Tons of cash. Last transaction was in the Netherlands. They can expand without coming to market. Debt rates they get in Europe come with a 2% handle. The spread is fantastic, but it is not recognized in the stock price.

Very low debt: 23% of market cap. They sold a bunch of Mexican assets. Tons of cash. Last transaction was in the Netherlands. They can expand without coming to market. Debt rates they get in Europe come with a 2% handle. The spread is fantastic, but it is not recognized in the stock price.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$39.970
Owned
Yes
TOP PICK
TOP PICK
July 15, 2014

Industrial. Mostly Ontario and Alberta properties with a cap rate of 6.75. The stock is very inexpensive. Their properties have a courier that handles all the Amazon shipments.

Industrial. Mostly Ontario and Alberta properties with a cap rate of 6.75. The stock is very inexpensive. Their properties have a courier that handles all the Amazon shipments.

Derek Warren
Asst Vice President, Lincluden Investment Mgmnt
Price
$4.630
Owned
Yes