Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 10 registered members and 89 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| TOP PICK | 22.750 | Mike S. Newton, CIM FCSI | Very undervalued and has a good 4.7 % dividend yield. Held back because the parent company has about an 83% interest, which kind of overhangs the stock. Good growth profile, top-notch assets and yield. Good defensive play. | 2011-11-28 | |
| TOP PICK | 22.180 | Andy Nasr | The premier office portfolio in Canada with AA and AAA properties. NAV is around $25. Own about 12 million square feet of development potential. Payout ratio is reasonable. Good chance of a dividend increase in the next couple of years. Yield of about 4.9%. | 2011-11-11 | |
| BUY | 22.500 | Paul Gardner, CFA | Long-term hold because of stellar management and low interest rates. They are getting rent increases. Calgary is really turning around aggressively with space. | 2011-07-04 | |
| PAST TOP PICK | 22.890 | Michael Smedley | (Top Pick May 27/10, Up 25.42%) Heavily owned by the Brookfield group, so not as liquid as some. Yield is not as high as other REITS. 5% dividend, not 7-8% but you are getting quality and so it should hold up during this market. REITS are a place to be in this market. He would continue to hold. | 2011-06-14 | |
| PAST TOP PICK | 21.990 | Michael Smedley | (A Top Pick April 29/10 Up 11.95%.) | 2011-04-18 | |
| BUY | 21.830 | Dennis Mitchell, CFA | Toronto, Calgary, Ottawa office properties. Cheap right now. Should be at $22-$23. Fully occupied. | 2011-01-07 | |
| BUY | 22.500 | Dennis Mitchell, CFA | Very little float on this. 90% of the name is owned by Brookfield. He would want the $21 range to buy. No complaints about this name. | 2010-11-17 | |
| STRONG BUY | 18.600 | Michael Smedley | Very high-grade office buildings. Excellent distributions of around 5%. Top class management. | 2010-06-28 | |
| TOP PICK | 18.750 | Michael Smedley | Converted from a corporation into a super quality REIT. More than doubled distribution to 5% and has promised to create great liquidity possibly by selling down. The only “A” grade property company in Canada. | 2010-05-27 | |
| TOP PICK | 20.400 | Michael Smedley | Converting into a REIT. Low cap rate of about 5X because of the absolutely superb quality. The only grade A properties REIT in Canada. 3.67% yield currently, which almost doubles in distributions to about 5%-6%. | 2010-04-29 | |
| BUY on WEAKNESS | 20.400 | Dennis Mitchell, CFA | Converting from a corporation into a REIT and will own all the Canadian assets and developments of Brookfield Properties (BPO-T). Expected to cash flow $1.07 for 2010-2011, which would be 19X free cash flow. This is pretty aggressive on a valuation standpoint. Try to buy under $19. | 2010-04-28 | |
| PAST TOP PICK | 36.000 | Michael Smedley | (A top pick Mar 8/04. Down 7%.) Still likes. Very high quality. Brascan would probably like to take it private. | 2004-05-12 | |
| DON'T BUY | 35.730 | Peter Brieger | Drop in price is probably related to the anticipation of rising interest rates. Once interest rates increases have run their course, will once again look at REITs. | 2004-04-14 | |
| BUY | 35.850 | David Baskin | Has been falling, probably in sympathy with the REITs in the US. This company has terrific assets and might have the opportunity to raise rents more than their financing costs go up. | 2004-04-13 | |
| TOP PICK | 39.400 | Michael Smedley | (A top pick Mar 8/04. No change.) Very high quality Canadian properties. Most of the stock is owned internally. | 2004-03-23 | |
| TOP PICK | 39.450 | Michael Smedley | At a good price. Will probably mark time here for a while. Has a lot of cash. Very high quality assets. | 2004-03-08 |
