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| DON'T BUY | 3.800 | Joey Mack | Preferred A’s. Capstone would be considered as a B type credit, which is close to junk credit which he normally does not like. When you are playing high-yield, you want to be in the senior debt, which is ranked so much higher in the capital structure. This one has weak credit and is trading at a distressed level and is pretty illiquid for trading. | 2012-04-24 | |
| DON'T BUY | 3.900 | Jason Donville | Would stay away from infrastructure and the engineering companies that are in this. So many of them have 3 or 4 good quarters and then projects dry up for a quarter and the stocks get hammered. | 2012-03-05 | |
| PAST TOP PICK | 6.700 | Benj Gallander | (Top Pick Jun 12/09, Up 11.20% yield. Dividend play – distribution play. Fair debt load at this time. Has tremendous up side. | 2010-06-08 | |
| VAGUE | 7.070 | Michael Simpson, CFA | Infrastructure trust. Spinning out Leisure world. Will take a hard look at Leisure World. | 2010-02-23 | |
| DON'T BUY | 5.820 | Benj Gallander | Excellent distribution of 17.5% but he questions if it can be maintained. Many dividend paying stocks available that have been badly beaten down with a greater upside and less debt. | 2009-08-07 | |
| TOP PICK | 6.760 | Benj Gallander | Some real dangers with this. Distribution very high at $.081 a month so would not be surprised to see a cut in 2010-2011. Could become a Corp in 2010 and the unit price could get hit. Short term, he keeps getting current distributions, medium term not so good, long-term better. | 2009-06-12 | |
| BUY | 4.740 | Robert Lauzon | Not a lot of growth in power trusts so they don't carry a lot of weight in his portfolios. Because of their debt levels, he prefers Northland Power (NPI.UN-T). (See Top Picks.) Trying to become an infrastructure trust and acquired a nursing homes trust at too high a price and they have dropped in value. At this level, it is a Buy but wouldn't have it as your only holding. 8.75% distribution should be safe for the next year. | 2008-10-29 | |
| DON'T BUY | 8.130 | Andrew Guy, CFA | It's parent company MacQuarie out of Australia, has done a great job of building on a global basis. This company came out as a power income trust, acquired a couple of companies on the cheap, but ended up as a bit of a hodgepodge and lost the interest of the market that was looking for a pure play. Cash flows are relatively safe but there is nothing there to cause it to rebound quickly. | 2008-02-06 | |
| HOLD | 11.180 | Kevin Hall BComm, CFA | 2 aspects to their business. Power generation and seniors’ housing. Both sides are pretty stable. Valuations are rising on the seniors’ housing side. | 2007-03-09 | |
| Comment | 11.510 | Patrick Kim | A very unique vehicle in that they are a hybrid of a power plant and some senior care facilities. Great management strength. Getting fairly valued, so consider trimming profits if you own. | 2007-02-22 | |
| BUY | 11.100 | Robert Lauzon | A power trust that recently acquired a suite of nursing homes and long life living care. There is a lot of demand for this type of trust. Nice yield. | 2006-09-08 | |
| DON'T BUY | 10.650 | Patrick Kim | Dramatically changed the outlook for their fund by going into retirement homes. Did not like that diversification story so sold his holdings. Being a power and a retirement home trust confuses the story. | 2006-01-13 |
