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| SELL | 25.200 | Kevin Hall BComm, CFA | Has been the subject of a takeover offer by private equity. It is unlikely there will be a higher bid. If you own, take your profit and move on. | 2007-07-11 | |
| BUY on WEAKNESS | 18.800 | Michael Simpson, CFA | Casinos, primarily in B.C. and Alberta. Trading in line with its US comparables. Expanding their flagship in Burnaby with a hotel that adds an element of risk. Would prefer it around $15. | 2007-02-23 | |
| WEAK BUY | 17.650 | Chris Rankin, MBA, CFA | It has had a great year. It is a small cap business. It might advance a little. If you are a risk taker you might want to consider this trust. | 2006-09-25 | |
| HOLD | 16.900 | Robert Lauzon | At these prices, it's dead money for a year. Likes it, but doesn't expect any growth. Having a little bit of trouble meeting their construction timeline on the new hotel/casino, which will probably affect earnings in the short-term. 8% percent yield. | 2006-04-07 | |
| BUY | 15.680 | Michele Robitaille | This is more of a longer term play. Not going to get a lot of upside in the unit price over the next 6/12 months. Facing a number of operating challenges. The number of slot machines in the Vancouver area has more than quadrupled. Stable income stream. Limited capital expenditures needed. | 2006-01-06 | |
| TOP PICK | 15.700 | Michele Robitaille | Possibly a slightly risky play, but over the long-term a good place to be. The company has a number of short-term challenges. A lot of new competition has come into the Vancouver area. | 2005-12-19 | |
| BUY | 14.380 | Michele Robitaille | Has had a pretty dramatic correction. Stumbled in the 1st quarter and a little bit in the 2nd because the competitive environment in Vancouver has become very tough. The growth is going to take some time. At a level where most of the downside is reflected in the price. Long term, really likes the stock as it is well suited to the trust model. | 2005-11-18 | |
| HOLD | 14.750 | Greg Guichon | The market in this sector is becoming over crowded. Expects this stock will bounce back in the short term. | 2005-10-21 | |
| BUY | 18.050 | Michele Robitaille | Longer term, the casino business, particularily in B.C. is a very good model. Basically all the capital expenditures are funded by the provincial government and in turn they get a fairly big chunk of the operating profits. Long term, it is very well positioned. Shorter term, it will continue to face some challenges in competition. Not a bad entry point. | 2005-09-16 | |
| WEAK BUY | 18.100 | Kevin Hall BComm, CFA | Longer term it's a great name to hold. Owner/ opperator of casinos in B.C. They are expanding casinos, but have run into obstacles. Anticipated growth has been delayed. | 2005-08-26 | |
| VAGUE | 18.480 | Patrick Kim | Has been on a bit of a roller coaster ride over the past year. Extremely high potential for growth in this area because of the B.C. government's expansion of the number of casinos. Since the last quarter, this stock has come off significantly. | 2005-08-19 | |
| BUY | 19.510 | Dean Orrico | Good business that is well suited to the income trust model. Has been an enormous amount of expansion in British Columbia and they are an active participant. Could see some consolidation in this area and they are well positioned to take part. | 2005-07-29 | |
| BUY | 19.090 | Michele Robitaille | Likes the name longer term as the business model is very suitable for a trust structure. Very stable revenues and cash flows. Minimal capital expenditures in British Columbia as the government has a fund set up for casinos. A bit of a disappointing 1st quarter result. Could be some continued volatility, but longer term is positive on it. | 2005-07-15 | |
| BUY | 19.450 | Greg Guichon | A perfect model for a trust. Very low capital expenditures and very strong cash flow; therefor the ability to push off very high distributions. Last quarter's numbers were a little disappointing because of competition so the trust has pulled back. Should be able to wade through it with a little more marketing and aggression. | 2005-05-20 | |
| BUY | 20.550 | Gavin Graham | Likes this one a great deal. Enormously profitable. | 2005-04-26 | |
| WAIT | 20.300 | Dean Orrico | An industry that is very well suited to the trust model. Very strong and stable cash flows. The gaming industry in British Columbia is expanding by leaps and bounds. The only chink in the armour is the build out of the Burnaby casino which is a massive construction project. Wait to see Burnaby get built out. | 2005-04-22 | |
| BUY on WEAKNESS | 19.950 | Michele Robitaille | Shorter term, it will continue to come under pressure. 4th quarter results were a little bit soft. A lot of new competition coming into the Vancouver market. Expects there will be some downward pressure on slot machine revenues. Likes it for the longer term. | 2005-04-15 | |
| BUY | 20.000 | Robert Lauzon | Just bought more on the recent pullback. Seeing increased competition and probably won't see the same growth rate that it has had, but it will continue to grow internally and they are expanding their Burnaby casino. This year will be a transition year. Expect your 7% yield and maybe get 3/4% squeezed out of it. High cash flow/margin business. | 2005-04-08 | |
| HOLD | 22.750 | Michele Robitaille | Just reported this morning and their numbers were a little bit soft. Expects results in the near term are going to be a bit choppy. Quite a bit of competition coming into the market. Taking steps to address this, by expanding their Burnaby casino. Likes this trust for the longer term. Short term take a bit of money off the table. | 2005-03-18 | |
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| SELL | 21.000 | Blair Wilson | Have been very successful in raising distribution in the past and expects a jump to $1.57 in 2005. Has a 3 sector underperform. | 2005-01-18 | |
| DON'T BUY | 21.140 | Ben Cheng | Expects it to at least maintain, if not grow, their distributions in a small way. Too expensive. | 2004-12-17 | |
| WEAK BUY | 19.400 | Neil Wickham | Has shown good growth and is concerned if it can keep it up, but his partner feels it can. About a 6.5% yield. | 2004-11-23 | |
| BUY | 17.490 | Bill Shaw | Like. Focuses on casinos. Very profitable. Well managed. $18 in one years time. | 2004-06-11 | |
| WEAK BUY | 16.850 | Leslie Lundquist | Raised its distribution recently. Very strong trust. Fully valued. The British Columbia liquor commission may be making changes which will affect their competitive environment. Good, long-term hold. | 2004-03-22 | |
| BUY | 13.300 | John Priestman | Too small a market cap for them to hold, but gambling is a big revenue generating business. Have a good track record. | 2003-11-07 |
