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BUY on WEAKNESS
A long-time favourite of his. A REIT that holds data centres. It pays only a 1.32% dividend. It hit an all-time high earlier this month, but has pulled back 6%, so it's a good entry point. Maybe wait till it hits $10. Buy in any pullback. Offers the best growth in this space.
REAL ESTATE
BUY
A REIT that holds seniors' retirement homes, research centres, medical offices and hospitals. It got crushed last year, but has come back this year. Pays a 3.15% yield and he expects an increase.
Financial Services
BUY
It's a REIT, a landlord of the medical marijuana business with specialized greenhouses. He doesn't like cannabis stocks, but likes this REIT. Pays a 2.6% yield and keeps raising their dividend.
REAL ESTATE
BUY
They've gone digital from owning physical to digital record shortage centres. It's a REIT and pays a 5.5% dividend. The stock is up over 50% YTD.
other services
BUY
A leading financier of commercial real estate, offices and apartments. He's confident in the CEO. The payout ratio makes their 7.75% dividend solid.
REAL ESTATE
DON'T BUY
Not enough info released about their business. A black box.
Financial Services
BUY
They have special technology. Contracts are with the government, so he wished he had details, but can't of course. He still likes it.
Technology