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Will continue to hold shares in company.
Major correlation in oil prices.
Solid assets with decent management team.

Owns small amount in Canadian portfolio.
Company still expensive relative to peers.
Expecting more growth from company.
Has been trimming due to valuation.
Not buying at this time.
 

Canadian asset manager that has seen low share price (higher interest rates).
AUM growth has been weaker due to choppy markets.
Cyclical business that will recover with flat interest rates.

Major correlation to oil price.
Like energy sector with high free cash flow and dividend yields.
Not highest pick for Canadian oil sands companies.
Prefers CNQ and Cenovus. 

Done good job at consolidating Clearwater oil play in Alberta.
Good opportunity to average down share price.
Debt is higher than market wants.
Expecting higher energy prices going forward. 

Owns share in company.
Excellent business with bright future.
Not a major source of growth, but expecting stable returns.
Strong management team.
Good R&D.

Large portfolio of natural gas resources.
Owns shares personally.
Well run company with strong management team.
Upside with LNG contracts that are set to begin soon.
Not much downside with current natural gas prices.

Problem with company includes floating rate debt (higher interest rates).
Owns large array of health care real estate assets.
Capital structure and dividend policy not in a good position.
Concerned about potential of dividend cut.

The stock has performed well this year - it was as high as +~110% year-to-date, and we see some consolidation here as being healthy. We do not see any specific news that would cause the share price to drop. At a 14.2X forward P/E and expectations for strong growth going forward, we would consider it buyable, however, we would like to see the price find support before entering here. 
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The stock's momentum has certainly been negative, however, it pays a yield of 1.2%, has shown good revenue growth, and generates free cash flow. It has a healthy balance sheet, but its profit margins are thin. Valuation is quite cheap, with a forward sales multiple of 0.3X, a forward P/E of 7.1X, and a price to book of 1.1X. It expects small revenue growth over the next few years, a slight decline in earnings this year with strong growth thereafter. We typically do not like buying on negative momentum and would prefer to see the stock find its footing, but we would be comfortable with holding here, and for an investor with a long timeframe and has a high risk tolerance, we would be OK with adding here in the event that it rebounds from these levels
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In its Q1 2023, FFO per unit grew 13% compared to the same period last year. In addition, DIR.UN is trading at a discount to NAV of $17.

DIR.UN’s portfolio focuses on high-quality industrial properties. As a result, the occupancy level is still solid, with the occupancy rate in line with last year, around 98.6%, which indicates the stickiness in the company’s portfolio.

DIR.UN has a track record of acquiring and managing properties to increase cash flow per unit. We think going forward the investment thesis is still intact. We would be comfortable holding this name.
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