| Comment | 3.100 | Dennis Mitchell, CFA | Limited service hotels, primarily secondary markets in Western Canada. Huge leverage to gas prices. If you are bullish on gas this company will be a prime recipient. Very cheap. Not earning their distribution on a trailing 12-month basis. | 2008-08-13 | |
| WAIT | 3.640 | Jean-Francois Tardif | (Top Pick Down 30% 2007-07-16). $0.44 (12.2%) distribution/yr. High fixed cost business, dropped off last year when drilling declined, coming back now. Long term a good place to be. Wait a quarter to buy. | 2008-06-23 | |
| Comment | 3.850 | Charles Dillingham | Have about 11 or 12 hotels with 5 being in natural gas locations. Do your own research on drill rigs and activity. Very volatile because it is based on gas. | 2008-06-02 | |
| BUY | 3.400 | Dennis Mitchell, CFA | Limited service hotels, primarily in Western Canada but expanding throughout the nation. About an 85% payout ratio. Would like to see them lower their leverage a little bit. Doesn't have a lot of debt coming up for renewal so is not subject to a squeeze. Good strong management team. | 2008-02-29 | |
| Comment | 3.500 | Dennis Mitchell, CFA | Focused on limited service hotels, secondary markets in Western Canada. If you are concerned about the slowdown and drilling volumes in Western Canada, you shouldn't add to this one. Trades at a huge discount to NAV and offers a very compelling yield. Good management team. | 2007-12-07 | |
| BUY | 5.000 | Sandy McIntyre | Manages limited service motels. Well run. | 2007-08-13 | |
| TOP PICK | 5.190 | Jean-Francois Tardif | Most of their hotels are in western Canada. There is a huge amount of real estate inflation in B.C. and Alberta. Expecting the growth rate will also be very attractive through their acquisitions. | 2007-07-16 | |
Experts that have talked about Lakeview Hotel REIT
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