| BUY on WEAKNESS | 21.750 | Dennis Mitchell, CFA | Just reported another tremendous quarter. Great management team and very conservative. Fairly valued. Try to buy at $20. Yield of 6.6%. | 2008-08-13 | |
| PAST TOP PICK | 20.650 | Kevin Hall BComm, CFA | (A Top Pick July 11/07. Up 2%.) A good diversified REIT. Have done a good job in turning acquired assets from Montreal around. Management owns 25%. | 2008-05-06 | |
| TOP PICK | 18.510 | Gail Mifsud | Quebec-based. Trading at a discount to its NAV. acquired office and industrial assets from Alexis Nihon (AN.UN-T), which doubled the size of the portfolio giving them about 17 million square feet. This has provided them with above average funds from operation growth. Management owns about 20% of the trust units. | 2008-02-01 | |
| PAST TOP PICK | 20.960 | Kevin Hall BComm, CFA | (A Past Top Pick Oct 27/06. Up 1%.) A dominant landlord in Quebec city. Acquired a number of under performing assets in the Montreal area and was able to increase occupancy. Superior management team owns 20% to 25% of the REIT. | 2007-12-04 | |
| PAST TOP PICK | 21.350 | Charles Dillingham | Then $22.58
Very good steady. Based almost 100% in Quebec. Almost no growth in Quebec.
| 2007-10-29 | |
| WEAK BUY | 21.770 | Charles Dillingham | Has been disappointing in its performance for a while. Part of it is taking over Alexus Nehon and part of it has been management changes. Probably pretty good value here. | 2007-09-14 | |
| TOP PICK | 21.130 | Leslie Lundquist | Properties are almost entirely in Quebec city and Montreal. Reasonable levels of debt. Diversified portfolio of properties. Yield is about 6%. | 2007-07-25 | |
| PAST TOP PICK | 21.350 | Charles Dillingham | (A Top Pick Dec 8/06. Down 5.4%.) Was hurt by the Alexis-Homburg deal. Has a bit of a growth. Still likes. | 2007-07-23 | |
| TOP PICK | 21.330 | Kevin Hall BComm, CFA | Relatively cheap. Made a recent acquisition from Alexis Nehon which diversified them away from Quebec city and into Montreal and Ottawa. Management owns about 20%. | 2007-07-11 | |
| PAST TOP PICK | 23.820 | Charles Dillingham | (A Top Pick Dec 8/06. Up 5.5%.) Has under performed. Had to do quite a bit of financing. Would consider them a Buy. | 2007-05-07 | |
| PAST TOP PICK | 25.730 | Kevin Hall BComm, CFA | (A Top Pick Oct 27/06. Up 23.8%.) Tried to acquire Alexis Nihon (AN.UN-T) and will get 60%, which is better than nothing. | 2007-03-09 | |
| PAST TOP PICK | 23.890 | Charles Dillingham | (A Top Pick Dec 8/06. Up 5.8%.) In the process of acquiring Alexis Nihon (AN.UN-T), of which ING owns 19%. | 2007-01-12 | |
| BUY | 22.550 | Dennis Mitchell, CFA | Well run commercialized REIT, including office, industrial and retail. Primarily Quebec City and Montreal. Will possibly be moving into the Atlantic provinces. Made a bid for Alexis Nihon (AN.UN-T) and thinks they will be able to do that on very accretive terms. | 2006-12-22 | |
| TOP PICK | 22.580 | Charles Dillingham | Have always liked management. Merging with Alexis Nihon (AN.UN-T). A little concerned on how much they paid given some of the office problems, but there should be a good savings. | 2006-12-08 | |
| TOP PICK | 22.580 | Gail Mifsud | Has a “Strong Buy” rating. Merging with Alexis Nihon (AN.UN-T). Quebec based with 11 million sq ft including 1/3 industrial, 1/3 retail and 1/3 office. Strong management. | 2006-12-08 | |
| TOP PICK | 20.840 | Kevin Hall BComm, CFA | 20% of the Company is held by management. Very conservatively run. Probably the best balance sheet in the REIT sector. Rock solid distribution. Very reasonable valuation. | 2006-10-27 | |
| PAST TOP PICK | 19.930 | Michele Robitaille | Cominar Real Estate is up 4%. They continue to own and like. One of their core holdings in the REIT portfolio. Very high quality name and strong track record in development. | 2006-03-17 | |
| TOP PICK | 19.110 | Michele Robitaille | A diversified REIT with about 125 properties focused in Quebec and Montréal. Has a long track record of consistent growth and cash distributions. Conservative management team. Focused on development rather than acquisitions which is good. | 2006-01-06 | |
| BUY | 14.700 | John Priestman | A favorite holding. Extremely well-managed. Good balance sheet. Would be a prime target in any merger/acquisition activity. | 2004-05-26 | |
| TOP PICK | 13.710 | Charles Dillingham | Quebec based. Over 8% yield. Well-managed. Good-quality. | 2003-09-26 | |
| TOP PICK | 10.700 | Sandy McIntyre | Good track record and good management. | 2001-10-29 | |
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