Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 5, 2018
At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.
At these levels the valuation looks attractive. The dividend is safe. They don’t have as high a dividend growth outlook as other REITs though. A good hold for a diversified portfolio.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$21.000
Owned
Yes
HOLD
HOLD
December 5, 2018
This company leases to Sobey’s. At his value, it is heavily discounted and there is good development potential. He questions where the capital is going to come from. So he continues to watch, but views it a good hold.
This company leases to Sobey’s. At his value, it is heavily discounted and there is good development potential. He questions where the capital is going to come from. So he continues to watch, but views it a good hold.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$12.970
Owned
No
HOLD
HOLD
December 5, 2018
A great company, he feels, although it depends on your time frame. The Weston family is the largest shareholder as this was the real estate arm of Loblaw’s. Their recent acquisitions expands their business scope into transit hubs and residential in Toronto. This will take a few years.
A great company, he feels, although it depends on your time frame. The Weston family is the largest shareholder as this was the real estate arm of Loblaw’s. Their recent acquisitions expands their business scope into transit hubs and residential in Toronto. This will take a few years.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$12.220
Owned
No
BUY WEAKNESS
BUY WEAKNESS
December 5, 2018
An exceptional company with great leadership. In a meeting with the Chairman a few days ago he sees a very forward thinking team. Walmart is their biggest tenant – the only retailer to compete effectively against Amazon. At its current NAV it is worth waiting to buy on weakness.
Smart REIT(SRU.UN-T)
December 5, 2018
An exceptional company with great leadership. In a meeting with the Chairman a few days ago he sees a very forward thinking team. Walmart is their biggest tenant – the only retailer to compete effectively against Amazon. At its current NAV it is worth waiting to buy on weakness.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$31.630
Owned
No
HOLD
HOLD
December 5, 2018
This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value.
Granite REIT(GRT.UN-T)
December 5, 2018
This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$55.000
Owned
No
STRONG BUY
STRONG BUY
December 5, 2018
A massively discounted stock price, he thinks. There have been a lot of concerns about the company, but most of them are being adequately addressed. The European business they own is worth the entire current share price alone. They also own the Sak’s property in New York and other great real estate holdings.
Hudson Bay Co.(HBC-T)
December 5, 2018
A massively discounted stock price, he thinks. There have been a lot of concerns about the company, but most of them are being adequately addressed. The European business they own is worth the entire current share price alone. They also own the Sak’s property in New York and other great real estate holdings.
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$9.490
Owned
No
TOP PICK
TOP PICK
December 5, 2018
The entry point is great right now. They look to double their revenues by 2022 from $900 million today. They have a great balance sheet and management team. They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses. When a lease comes due, they can raise rents 30% or more. Yield 3%. (Analysts’ price target is $138.25)
The entry point is great right now. They look to double their revenues by 2022 from $900 million today. They have a great balance sheet and management team. They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses. When a lease comes due, they can raise rents 30% or more. Yield 3%. (Analysts’ price target is $138.25)
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$0.000
Owned
Yes