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| SELL | 14.160 | Jason Donville | Well-managed. Because of its growth rate it is rolling over. Earnings are really starting to flatten out. Expect that talk of the distribution cut will become more and more significant. | 2011-10-17 | |
| DON'T BUY | 15.780 | James Hodgins | Very strong management team. 7.8% dividend is sustainable but he is quite negative on Canadian real estate. There is already some decline in permits. Be cautious on this one. Would like to pick it up after he sees a decline in the Canadian housing market. | 2011-06-27 | |
| HOLD | 17.230 | Jason Donville | Had an expectation of mortgage origination growth but it came in slower than expected and affected Q1 and Q2 numbers. Building a nice base at the current level. Good yield. | 2010-08-30 | |
| PAST TOP PICK | 17.050 | Jason Donville | (A Top Pick Oct 16/09. Up 9.76%.) Still likes. | 2010-08-06 | |
| HOLD | 16.280 | Michael Simpson, CFA | Originate and then sell mortgages. In Q1 they reported lower mortgage origination than analysts had expected. Cut distribution in anticipation of conversion. Some concern that volumes will drop on mortgage originations. Management owns more than 70% of the shares. Good company. | 2010-07-07 | |
| PAST TOP PICK | 17.640 | Jason Donville | (A Top Pick Oct 16/09. Up 13.55%.) Will Sell above $18.50-$19. | 2010-05-14 | |
| PAST TOP PICK | 21.480 | Jason Donville | (Top Pick Oct 16/09, Up 32%) Keeps thinking he will sell it but then they come out with a quarter that is higher than he expected. Nice consistent yield. More of a prime mortgage player. | 2010-03-23 | |
| PAST TOP PICK | 20.340 | Jason Donville | (Top Pick Oct 16/09, Up 26%) Doing very well. | 2010-02-24 | |
| BUY | 19.650 | Jason Donville | Best managed of financial trusts. Feels distributions will be maintained once they become a dividend paying company. 7.6% yield. | 2010-01-22 | |
| PAST TOP PICK | 19.170 | Jason Donville | (A Top Pick Oct 16/09. Up 18%.) Very well managed. Expect they will revert back to a corporation in 2011. Expects the 7.8% distribution is sustainable. ROE is around 90%. Still has a lot of upside. | 2009-12-03 | |
| TOP PICK | 16.250 | Jason Donville | Mortgage lender, originator and server. A big source of their profits is derived from servicing of mortgages. About a 90% ROE. 9.2% yield. | 2009-10-16 | |
| TOP PICK | 11.500 | Greg Guichon | Current yield of 8.5%. Mortgage broker, but also manages mortgages. Have software that allows mortgage brokers to get real-time information about mortgage applications. Gives them a very strong niche. | 2006-07-14 |
