TOP PICK
He likes that over the past three years they did a great job of recycling capital. As a result there will be a lot of earnings growth in the company. It trades at a discount to market value. He sees it going north of $20. (Analysts’ price target is $21.55)
REAL ESTATE
TOP PICK
A value name in the multi-family space for some time. Higher energy prices don't hurt a REIT with a lot of presence in Calgary and Edmonton. He is focused on demand and supply. What has plagued them is concessions, which are going away in Calgary. This puts it at worth north of $50. Shorts are going to have to cover. The set-up is pretty good. (Analysts’ price target is $53.92)
property mngmnt / investment
TOP PICK
It's leases are primarily denominated in US$. Industrial warehouses in Mexico. It is not a REIT. It is benefiting from near-shorting and on-shoring. It trades at a cap rate of north of 9%. They can develop buildings to meet the needs as they grow. (Analysts’ price target is $44.22)
0
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Comfortable with taking a position in WCP. The success of this trade will be up to the sector in general however. If oil moves, the stock should outperform. The sector has been strong, but the future is not guaranteed. Unlock Premium - Try 5i Free

Oil and Gas (Integrated Oils)
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The IPL deal has not yet closed but the bottom should be coming up. The stock is down 31% year to date. In a low interest rate environment, combined with the merger, investors should start paying attention again. Unlock Premium - Try 5i Free

0
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of the best buy and forget income stocks. The dividend increase history is very impressive and it is in a regulated industry. The company is well managed. Unlock Premium - Try 5i Free

electrical utilities
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The 10-year US treasury rate did rise. Rates are moving up as the economy gets stronger. The concern is the speed and expectation rather than the fact of rising rates. Companies can continue to do well, even with higher rates. Higher risk, expensive stocks may be affected. Unlock Premium - Try 5i Free

Unknown