Management has a significant stake in the company. Planning on expanding their footprint in Atlantic Canada, which the market is not giving them credit for.
Fulfilled its projections/promises over the last few years in terms of the Bakken properties in Saskatchewan and hoping to do the same with their Alberta Bakkens. Talented management.
Company expects 3%-5% production growth this year. Involved in some very attractive properties but investors are a little sceptical that management can fulfill its promises.
Good management. One of the true monopolies in that they control cheques and can increase pricing when needed. Tremendous amount of cash flow. Expect they will diversify away from cheques.
Very large apartment REIT. Has performed very well over the last year but as the economy recovers there won’t be a lot of pick up in performance. Prefers others. Good management.
Expecting surprises on the upside with performance in the neighbourhood of 15%-20% over the next 12 months. BOW tower in Calgary makes up a good deal of the gross leasable area. Will probably continue to make acquisitions and possibly partner with someone on the Bow Tower..
Nursing homes operator in Ontario and probably one of the best operational teams out there. Revenues and increases in pricing completely controlled by the Ontario government.
Expect the REIT market is going to return about 15% over the next year. There are larger and safer names like Riocan (REI.UN-T), H&R (HR.UN-T) and Cominar (CUF.UN-T). Has done a fantastic job growing their business over the last couple of years but is a perpetual issuer of capital, which affects the performance on the market. (See Top Picks.)
Recession resistant and had fairly consistent numbers during the pull back in the economy. Would prefer names that have more influence in terms of the actual recovery.
US High Yield Bond Index Fund ETF. As government interest rates go up, high yield bonds will be affected. You also have to consider actual spread of the bonds versus the treasury index. Doesn’t think this will continue to provide the performance we have had over the last 2 years. Would prefer being in equities.
Recession resistant and had fairly consistent numbers during the pull back in the economy. Would prefer names that have more influence in terms of the actual recovery.