Stockchase Index

STOCKCHASE

What the experts are saying!
This site compiles comments that experts make about stocks while on public TV shows.


There are 2 registered members and 35 guests viewing the site. Rss Top Picks FeedRss Daily Feed

Get more information on this Stock Research and Market Analysis Tool

Killam Properties Inc
Symbol: KMP-T
Active: Y
Sector: property mngmnt/investment
Notes:They buy residential properties in Eastern Canada.
Last Price: 4.950
Last Price Date: 2008-10-11 01:09:05
Globe 200 day average
Google Discussions (view only)
Yahoo Discussions (participate)

Experts that have talked about Killam Properties Inc

BUY7.940Dennis Mitchell, CFAOwns B & C multi residential properties. They dominate Atlantic Canada. A great name.2008-06-12
HOLD8.090Charles Dillingham6.9% dividend yield, which is very attractive for tax purposes. Fairly solid portfolio in the Maritimes. Don’t look for growth.2008-06-02
BUY8.000Charles DillinghamMaritime apartments. Pretty straight business. Likes them a lot. Has a very high dividend of about 7%, which he feels is safe. Top-quality apartments in good locations.2008-04-04
VAGUE7.600Dennis Mitchell, CFAApartments and manufactured home communities, primarily in Atlantic Canada. 2008-03-24
TOP PICK7.590Dennis Mitchell, CFAThis is his more defensive pick. Mostly residential and manufactured homes, mostly Atlantic Canada but also Ontario. Not as much internal growth. Payout ratio is in the low 80%’s. Discount to NAV. Strong and sustainable free cash flow growth.2008-02-29
TOP PICK7.740Charles Dillingham(A Top Pick Jan 18/07. Down 10.2% not including yields.) Apartments and they are earning their money. Debt is not too bad. Important to get guys that don't have to borrow money and have steady earnings in an industry that will survive tough times.2008-02-14
PAST TOP PICK8.300Michael Simpson, CFA(A Top Pick Feb 23/07. Down 16.2% including distributions.) Sold his holdings last summer in the $9.50/$9.60 range. If you own, continue to Hold. At these levels, he may consider buying again.2008-01-22
TOP PICK8.500Charles DillinghamApartments in Atlantic Canada and some manufactured homes in Ontario and Western Canada. Dividend income that competes with the interest equivalent of all the other REITs etc., which are not tax-deductible. They are steady. Have held their value fairly well in recent times.2008-01-18
PAST TOP PICK8.580Dennis Mitchell, CFA(Top Past Pick Dec 22/06. Down 15.1%.) Sold his holdings earlier this year. A good quality name and that these levels represents 10%-15% discount to NAV. Distribution is covered. If you own, start selling at $11 and consider exiting at $13.2007-12-07
BUY8.750Charles DillinghamThey have made a few mistakes, but he likes them. They've got a very good dividend which is a tax advantage. He believes it is sustainable. Not spectacular, but stable. You are buying for the yield, plus a bit of growth.2007-10-29
TOP PICK9.450Dennis Mitchell, CFAOwns multi-residential properties in Atlantic Canada. Owns 10% of the market. Possibly considering Ontario also. Trading below its NAV. Good free cash flow yield. Possible takeover target.2007-09-04
BUY7.900Dennis Mitchell, CFATraditional apartment buildings mixed with trailer parks. Significantly below NAV. Instituted a dividend earlier this year and expects they are looking to convert to a REIT. Excellent dominance in Atlantic Canada apartments. Good yield and good management team.2007-08-16
Comment8.970Charles DillinghamA very good portfolio of apartments in the Maritimes. Have mobile homes in Ontario and west. Been a disappointment, primarily because of financing. Should have issued stock a few years ago, but borrowed expensively. Then issued stock and market was unhappy with it. Dividend yield of close to 6%. Okay long-term.2007-07-23
HOLD9.200Michael Simpson, CFAReal estate operating company in Atlantic Canada. Have a levered balance sheet, so the market is expecting an equity issue.2007-07-04
HOLD9.980Charles DillinghamThink they will be OK on the taxes because they are an apartment company. Very good portfolio. Good dividend. Probably won't make a lot of money on this. Long term it will be positive.2007-06-20
BUY2.740Charles DillinghamGood group. Have acquired a lot of property in wonderful locations and have upgraded them. A lot of their expenditures are over, so they won't have to spend as much on development. Good value longer-term.2007-05-07
BUY2.560Charles DillinghamApartments and manufactured homes. Have been in the $2.30-$2.60 range for a long time. The expectation is that there is a private deal in the Maritimes that when it is completed, will make this stock look cheap. Good portfolio.2007-04-11
TOP PICK2.510Michael Simpson, CFAA real estate operating company. Speculation that it could become a REIT. Have tax losses, so will continue as they are until they get final details of the proposed legislation. Instituted a 14% dividend. Undervalued.2007-02-23
PAST TOP PICK2.400Dennis Mitchell, CFA(A Top Pick Dec 22/06. Down 6.3%.) Vagaries of how taxes will apply to REITs have prevented them from converting. Have suffered from a little bad luck, but still likes.2007-02-16
TOP PICK2.370Dennis Mitchell, CFAMulti-residential. Pretty much the sole consolidator of residential property in the Atlantic provinces. Tremendous density in terms of property. Strong management. Strong possibility it will be a REIT by the end of 2007.2007-01-19
BUY2.450Michael Simpson, CFAA consolidator of family apartments in Atlantic Canada. Also have a trailer park division. Will probably convert to a REIT. Expects upside of the stock.2007-01-04
TOP PICK2.540Dennis Mitchell, CFAOwn apartments, but also manufacture home communities. They are reviewing their strategic alternatives, but he feels they have no choice but to convert to a REIT to get their cost of capital back.2006-12-22
BUY on WEAKNESS2.600Dennis Mitchell, CFAMulti-residential operating company. One side of their business owns traditional apartments while the other side owns manufactured home communities. Have grown as much as they can in the corporate model so it may become a REIT conversion.2006-11-21
WAIT2.700Charles DillinghamHas been very static to negative for a while. They should have done a stock issue last year. With their convertible debt, their debt is up to 70% and you can't grow from that base. Wait until they do a stock issue.2006-06-05
HOLD2.900Charles DillinghamHe thinks very highly of this company. Recently disappointed with the recent market movement. Good company, it is expanding. It may be growing too fast and not letting the earnings catch up. He has a big position in this stock and they are staying in it. 2006-03-11
BUY2.710Peter HodsonEastern Canada residential rental company. Very well managed. Did a good job acquiring properties, raising rents, creating synergies for cost savings. Has stalled a bit because they are serial issuers i.e. they issue stock and then buy properties, issue stock, etc. From a long-term perspective, it's a good company.2006-02-01
BUY2.600Charles DillinghamStock price has stayed at this level for quite awhile. Seem to be doing a very good job. Internal cash flows are improving significantly. Thinks it's going to make up for the fact that there is no dividend payout.2005-08-08
BUY2.730Charles DillinghamLikes it a lot. Well managed, fast growing apartment REIT in the Maritimes. No distribution at the moment. It's all growth.2005-05-12
TOP PICK1.970Glenn Paradis, BA, CFAHave increased their urban real estate market share from 0 to 3 1/2% on the east coast. Acquisition oriented and are able to get their properties at pretty attractive prices. Good management team.2004-10-14
BUY1.960Charles DillinghamVery good group. Buying properties that make sense.2004-10-08
BUY2.200Peter HodsonA consolidation rental housing strategy in eastern Canada. Ultimately, in 3/4 years, they'll change into a REIT.2004-03-23
BUY2.440Peter HodsonHave been very aggressive in buying property in the Maritimes. Well-managed. Very impressive with what they've done.2004-03-02
TOP PICK1.440Peter HodsonNo competition. Will probably turn into a REIT ultimately. Give it a couple of years and cash flow should start looking pretty good. Just did a financing, so let it settle down first.2003-11-14

Privacy Policy



Other worthy sites:

Powered by phpMyEdit of Platon Group
Life Insurance Canada - Canadian life insurance broker with online life insurance shopping.
American Universal Life Insurance
American term life insurance quotes
Canadian term life insurance rates
Our Main Page

www.financialwebring.com