receive daily
reports of the
TOP PICKS
OR
your personal
stock choices
| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
|
| There are 6 registered members and 89 guests viewing the site. | Follow us on Twitter |  Rss Top Picks Feed | Rss Daily Feed |
|
| DON'T BUY | 11.320 | Ross Healy | He is quite indifferent to this one currently. Looks fairly extended from his point of view. Also, in another year or so, income trusts will have to convert and there could be some concerted selling when they cut distributions. | 2009-08-13 | |
| Comment | 10.200 | Paul Gardner, CFA | Hasn’t looked at this for a while but it has come off considerably. Vulnerable to the price slide of the underlying commodity. Appropriately priced and he would need a reason for it to go up. | 2009-07-08 | |
| BUY | 10.450 | Glenn MacNeill, P.Eng. | A diversified trust mainly made up of income funds. Do a reasonably good job. A good, conservative, diversified way to play the income game. | 2009-05-20 | |
| WAIT | 2.870 | Jaime Carrasco | (Market Call Minute.) Likes it but there are others he likes better. | 2009-03-13 | |
| SELL | 3.110 | Jeff Parent B. Eng. FCSI | (Market Call Minute.) You have to be very careful with this one. A lot of other stocks out there so he would sell and move to others. | 2009-01-05 | |
| WEAK BUY | 3.650 | Glenn MacNeill, P.Eng. | A diversified trust. Large exposure to REITs and to oil and gas. These things typically trade at a discount to their net asset value. | 2008-11-10 | |
| SELL | 4.780 | Kevin O'Leary | The management company was recently sold. It has to re-invent itself. | 2008-10-01 | |
| Comment | 5.620 | Ben Cheng | Single largest closed-end fund, which invests predominately in income trusts. Trading at a significant discount to its NAV. Distribution they pay is probably more than they earn internally so there is a potential of a distribution cut. | 2008-08-07 | |
| DON'T BUY | 7.200 | Michael Sprung | A diversified portfolio of income, royalty and real estate investment trusts. Are you better with this is a package or buying the individual parts on your own? He would prefer the latter route. | 2006-07-18 | |
| BUY | 7.800 | Michael Sprung | Probably selling at a fairly reasonable level right now. Debt is not significant in this company. | 2006-03-23 | |
| PAST TOP PICK | 7.360 | Peter Hodson | (A Top Pick July 26/05. Down 17%.) Was a conservative (?) pick at the time and was a basket of income trusts and of course income trusts got hit hard. The worst could be over, but this is diversified, so you are not taking as big a hit as you would with one trust. | 2005-11-17 | |
| TOP PICK | 8.790 | Peter Hodson | Not an income trust guy, but has been watching investors buy non-diversified cyclical industries accepting a 4/5% yield. This one has no analyst coverage yet it's $1.5 billion. 10% yield with a diversified portfolio. | 2005-07-26 | |
| BUY | 8.470 | David Baskin | Like all of them, it's at the top of it's range right now. Just made an arrangement with Avenir (AVF.UN-T) to sell all their joint venture interests. Doesn't expect you can do too badly with it right now. Has a sound group of assets. | 2005-07-11 | |
| BUY | 7.940 | Peter Hodson | A nice little diversified income trust. Pays a 9%+ distribution. Did a rights issue earlier this year to expand their assets. Slow and steady. Very well managed. | 2005-05-10 | |
| BUY | 8.200 | Greg Guichon | A trust of trusts. Has done an outstanding job over 4/5 years of paying out monthly distributions. A Rights Issue will allow and increase of holdings. Broadly diversified. | 2005-02-11 | |
| BUY | 8.440 | Gavin Graham | Good management. Has done really well, but partially reflected by the fact that oil/gas has done quite well. A reasonable yield. | 2004-12-30 | |
| DON'T BUY | 7.780 | Greg Guichon | Believes they are paying out capital gains to fund a portion of their distributions. Caution. | 2004-12-03 | |
| BUY | 7.220 | Charles Dillingham | Has long reserves. Professional management. | 2004-08-20 | |
| HOLD | 6.380 | John Zechner | Valuation is OK, but concerned about commodity prices. | 2002-12-05 | |
|
| |||||
| DON'T BUY | 6.560 | Bill Shaw | Fairly good yield, but prefers owning individual trusts. | 2001-11-20 |
