Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 16, 2018

They've misallocated capital in the past and for years he had a sell signal. Now, he's not sure. But new board members are stellar, so we'll see positive change here. It could be a long road to get the company going again. Your risk to the
downside is lower now than a year ago.

They've misallocated capital in the past and for years he had a sell signal. Now, he's not sure. But new board members are stellar, so we'll see positive change here. It could be a long road to get the company going again. Your risk to the
downside is lower now than a year ago.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$12.280
Owned
No
COMMENT
COMMENT
August 16, 2018

It struggled for a few years, because the industrial market hadn't taken hold, but now it's in the right place at the right time. Warehouses need to fulfill for customers, and Dream is in the right spot. External managerment's equity raises will dilute share value, which displeases him though.

Dream Office REIT(D.UN-T)
August 16, 2018

It struggled for a few years, because the industrial market hadn't taken hold, but now it's in the right place at the right time. Warehouses need to fulfill for customers, and Dream is in the right spot. External managerment's equity raises will dilute share value, which displeases him though.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$24.840
Owned
Unknown
BUY
BUY
August 16, 2018

A frustrating stock in some respects, but run by astute managers. They operate U.S. single-family homes and have used technology in association with their real estate projects. They're a long-term real estate manager that manages single-family homes. There's no catalyst that'll propel it tomorrow, but it's solid long-term.

A frustrating stock in some respects, but run by astute managers. They operate U.S. single-family homes and have used technology in association with their real estate projects. They're a long-term real estate manager that manages single-family homes. There's no catalyst that'll propel it tomorrow, but it's solid long-term.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$11.760
Owned
Unknown
BUY
BUY
August 16, 2018

Good management, assets and balance sheet. Killam is enjoying the housing shortage by capturing growth in rentals. The stock has run quite a bit, so maybe trim a bit here. There's still room to grow. Killam picks up existing apartment
buildings then injects some money into them.

Good management, assets and balance sheet. Killam is enjoying the housing shortage by capturing growth in rentals. The stock has run quite a bit, so maybe trim a bit here. There's still room to grow. Killam picks up existing apartment
buildings then injects some money into them.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$15.970
Owned
Unknown
BUY
BUY
August 16, 2018

It's doing well in European markets that are still catching up to North America. European office markets' fundamentals have lagged ours. You'll be fine with this. But management may consider an equity raise. He really likes the office space in France and Spain.

It's doing well in European markets that are still catching up to North America. European office markets' fundamentals have lagged ours. You'll be fine with this. But management may consider an equity raise. He really likes the office space in France and Spain.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$14.540
Owned
Unknown
HOLD
HOLD
August 16, 2018

Fine to hold for the dividend, though there are better REITs. Experienced management that will maintain the yield. They are improving their portfolio. You're fine to own this.

Fine to hold for the dividend, though there are better REITs. Experienced management that will maintain the yield. They are improving their portfolio. You're fine to own this.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$12.730
Owned
Unknown
BUY
BUY
August 16, 2018

The easy money has been made with the support of global QE. Now, you have to stick to the true winners, so go stock-specific. Choice Properties is good for that, the Loblaw-sponsored REIT with Loblaw as the main tenant that acquired CREIT earlier this year. The synergy is amazing. This will shape real estate in Canada whereby tenants will colllaborate with landlords as collaborators who together who find the best use of space to benefit both parties.

The easy money has been made with the support of global QE. Now, you have to stick to the true winners, so go stock-specific. Choice Properties is good for that, the Loblaw-sponsored REIT with Loblaw as the main tenant that acquired CREIT earlier this year. The synergy is amazing. This will shape real estate in Canada whereby tenants will colllaborate with landlords as collaborators who together who find the best use of space to benefit both parties.

Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$12.780
Owned
Unknown