| DON'T BUY | 8.130 | Andrew Guy, CFA | It's parent company MacQuarie out of Australia, has done a great job of building on a global basis. This company came out as a power income trust, acquired a couple of companies on the cheap, but ended up as a bit of a hodgepodge and lost the interest of the market that was looking for a pure play. Cash flows are relatively safe but there is nothing there to cause it to rebound quickly. | 2008-02-06 | |
| HOLD | 11.180 | Kevin Hall BComm, CFA | 2 aspects to their business. Power generation and seniors’ housing. Both sides are pretty stable. Valuations are rising on the seniors’ housing side. | 2007-03-09 | |
| Comment | 11.510 | Patrick Kim | A very unique vehicle in that they are a hybrid of a power plant and some senior care facilities. Great management strength. Getting fairly valued, so consider trimming profits if you own. | 2007-02-22 | |
| BUY | 11.100 | Robert Lauzon | A power trust that recently acquired a suite of nursing homes and long life living care. There is a lot of demand for this type of trust. Nice yield. | 2006-09-08 | |
| DON'T BUY | 10.650 | Patrick Kim | Dramatically changed the outlook for their fund by going into retirement homes. Did not like that diversification story so sold his holdings. Being a power and a retirement home trust confuses the story. | 2006-01-13 | |
Experts that have talked about Macquarie Power Income Fund
Rss Top Picks Feed
