Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Derek Warren and Peter Hodson commented about whether SIS-T, ATD.B-T, KXS-T, PKI-T, FTS-T, TCN-T, RCH-T, NYX-X, TECK.B-T, JKPTF-5, KBL-T, NFI-T, UR-T, STN-T, GXI-T, SJ-T, DIV-T, CAR.UN-T, DHX.B-T, GILD-Q, GRC-X, PHM-X, EFN-T, CDV-T, WEF-T, DOL-T, GSY-T, MTY-T, BDI-T, CXR-T, DBO-T, RSI-T, ICE-T, CRR.UN-T, CAR.UN-T, REI.UN-T, SIA-T, AAR.UN-T, MST.UN-T, SRT.UN-T, ONR.UN-T, AX.UN-T, PLZ.UN-T, HBC-T, TCN-T, RUF.U-X, BTB.UN-T, MR.UN-T, ACR.UN-T, SRU.UN-T, REF.UN-T, HOT.UN-T, NVU.UN-T, CSH.UN-T, NWH.UN-T, CRT.UN-T, NLY-N, D.UN-T, BPY.UN-T are stocks to buy or sell.
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A little gem. A small-cap REIT in secondary markets, but is developing constantly. Without continually issuing equity, they have been able to increase NAV per share over time. The dividend is very safe. Management owns a ton of stock. One of his favourites. Has been underperforming lately, but its time will come.
Thinks this is the time to start owning large caps. He expects a softer year. Sold all of its US portfolio, so loses that income. It is putting that money toward some excellent developments, but they still have to build them before earning cash flow. A fantastic organization with a lot of growth opportunities going forward. Dividend yield of 5.19%.
One of the few REITs where he could sell every single building today if he wanted to. The kind of security that investors should be thinking of, when looking at houses trading relative to NAV. There are so many people around the world who would love to own a stable, Ontario focused apartment portfolio. Dividend yield of 4.05%.
Markets. Thinks we are probably worrying too much, but when people stop worrying, that is when you want to sell everything. We have seen Short Sell positions go up, cash positions go up, a lot of worry about China, US elections, healthcare, etc., etc. On the big picture earnings are okay. They are probably going to go down in the US this year, but the market has already adjusted. Dividends are increasing. We are seeing privatization and takeovers. It really is not that bad. If you can get 3% in a dividend stock, that has the potential to grow and grow its dividend, why get 0.5% in a GIC. He is not convinced that this rally is for real.
This went to sleep for about 3 years. Volumes had declined and costs went up. It was a situation where you couldn’t see any growth. Suddenly they turned this around over the past 3 quarters. The last quarter was quite good. Volumes went up and costs went down giving a double impact of better margins with higher volumes. There are some risks because it is cyclical. 6.57% dividend yield which is sustainable. For an income stock it is pretty solid. He wouldn’t expect the same kind of gains that we have had over the past 6-9 months, but a decent little company.
As a proxy for a REIT? This story has been the market for some time. It is part of the wave of unearthing real estate value, and feels the trend is kind of over.