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| SELL | 15.940 | Dennis Mitchell, CFA | Old Homberg REIT. Subject of a hostile bid. He would tender or sell now. Doesn’t expect a higher bid. Don’t step in at this point. | 2011-12-05 | |
| PARTIAL BUY | 11.950 | Charles Dillingham | Had several things happen. Parent company went bankrupt and had leases with them and there is a question what is going to happen to this portion. Have expanded and taken on a lot of good product in Alberta along with existing good product in Quebec. Good yield. Take your time buying as it is illiquid. | 2011-09-19 | |
| TOP PICK | 11.940 | Charles Dillingham | Quebec. Basic kind of group. Very good payout close to 8%. Ratio is very good. | 2011-08-12 | |
| SELL | 12.820 | Jeffrey F. Olin | Not a fan of this based on management and major shareholders. Prefers REITs with better alignment. | 2011-06-21 | |
| TOP PICK | 12.730 | Charles Dillingham | Bought some good properties at reasonable prices. Stable income. | 2011-05-30 | |
| Comment | 12.260 | Dennis Mitchell, CFA | Bought on the IPO because of the heavy discount. There was a big overhang because of management. Sold out in the $11 range. Did a slightly better job of acquiring assets than was expected. Doesn’t expect any danger of the 7.7% distribution being cut any time soon. | 2011-04-20 | |
| TOP PICK | 11.990 | Charles Dillingham | A good one. Got some attention today because of management change. They have a conservative portfolio. Distribution is 8%. Steady stuff, fairly well leveraged. Yield is safe. | 2011-03-22 | |
| BUY | 11.410 | Charles Dillingham | They took the conservative parts and put it into a new REIT. It has done very well. Just bought some new properties. Good yield. A good conservative REIT. | 2011-03-10 | |
| DON'T BUY | 10.850 | Dennis Mitchell, CFA | He is out of this name right now. | 2010-11-17 | |
| DON'T BUY | 10.900 | Jeffrey F. Olin | You have to be cautious about focusing on yield. High yield is for a reason. Not the highest quality properties. He won’t own it. | 2010-11-05 | |
| BUY | 10.910 | Charles Dillingham | Low payout ratio and relatively conservative product mix. Good at managing properties. Doesn't expect much to happen with this. 8.8% yield. | 2010-09-01 | |
| DON'T BUY | 10.080 | Michael Smedley | Very complex company. European asset threatened by failure of a big tenant. Can’t recommend it. | 2010-07-29 | |
| Comment | 10.210 | Dennis Mitchell, CFA | The real estate is not the greatest of quality. Payout ratio of about 100% and the leverage is pushing the high-end with what he would be comfortable with. 9.5% yield. Distribution has a very good tax-advantage. | 2010-07-15 |
