| HOLD | 16.650 | Dennis Mitchell, CFA | Primarily an owner of enclosed malls in the secondary market. Also own some unenclosed centres. Good management team. | 2008-08-13 | |
| Comment | 17.700 | Peter Brieger | Looking at Riocan (REI.UN-T), Primaris (PMZ.UN-T), H&R (HR.UN-T) and Calloway (CWT.UN-T). Have been pretty well beaten up and the yields are looking very enticing. As an inflation hedge they look very attractive. | 2007-12-28 | |
| BUY | 17.190 | Dennis Mitchell, CFA | The only REIT in Canada that focuses on enclosed malls. Recently broadened their asset base to also include unenclosed power centres. Pretty cheap at these levels and represents very good value, probably 15% discount to NAV. | 2007-12-07 | |
| BUY | 18.850 | Paul Gardner, CFA | Fairly large REIT that focuses on the middle market such as closed shopping malls. Trades reasonably at about 14X 2008 AFFO cash flow. Management is Oxford Properties, a very seasoned, great management company. Organic growth has done really well. 6.3% yield. | 2007-10-03 | |
| HOLD | 18.400 | Dennis Mitchell, CFA | Was focused primarily on enclosed malls and centres in the secondary market but has expanded into unenclosed centres, but still in secondary markets. Seems to be delivering on everything they said. | 2007-09-04 | |
| BUY | 17.050 | Dennis Mitchell, CFA | At an interesting stage where they expanded from just and closed malls and secondary markets to include unenclosed power centres. They are firing on all cylinders. He is looking at this one. | 2007-08-16 | |
| Comment | 19.790 | Charles Dillingham | 6% yield. Largest shopping centres in a second dairy market. Very Conservative. Very little risk. | 2007-07-23 | |
| TOP PICK | 18.660 | Charles Dillingham | Has a lot of big closed in shopping centres. Best shopping centres in a secondary market. Stock price has dropped more than it should. 7.3% yield. | 2007-06-20 | |
| Comment | 19.180 | Charles Dillingham | Shopping centres in smaller markets. Goes through periods of performing very well and then under performs a bit. Generally good value. He buys when it is under priced and then sells again. | 2007-01-12 | |
| BUY | 18.700 | Dennis Mitchell, CFA | Primarily focused on enclosed shopping centres in secondary cities. Enclosed centres take more capital expenditure for upkeep. Recently bought some open shopping centres, indicating a strategic shift. Currently doing a lot of capital expenditure on 3 properties. Great quality management. Compelling yield. | 2006-12-22 | |
| TOP PICK | 16.150 | Gail Mifsud | Just announced the acquisition of a portfolio of closed/open neighbourhood malls, diversifying their asset base. Banking on a distribution increase. | 2006-06-09 | |
| WEAK BUY | 18.100 | Charles Dillingham | Primaris 's quality is excellent. They deal with secondary markets but these markets are the best in the retail. He has certain reservations that they are going to have cost problems. Appear to be well managed. It is a well run conservative portfolio, gradually expanding. It is a close consideration. | 2006-03-11 | |
| PAST TOP PICK | 16.140 | Sandy McIntyre | (A Top Pick Aug 12/05. Up 7%.) A decent asset base. | 2005-12-16 | |
| PAST TOP PICK | 16.690 | Gail Mifsud | (A Top Pick March 11/05. Was previously Borealis. Up 17%. Including distribution, you're up about .24%.) Continues to recommend this. | 2005-11-25 | |
| TOP PICK | 15.160 | Sandy McIntyre | (A Top Pick May 13/05. Up 6%.) An opportunity to reposition well located properties in urban areas with a very skilled management team. Has external management at this time. | 2005-08-12 | |
| TOP PICK | 14.890 | Dan Bastasic | (A Top Pick May 27/05. No change.) A very attractively valued trust. Excellent growth opportunities. Yield about 7.5%. Excellent management. Conservative payout ratios. | 2005-08-05 | |
| TOP PICK | 14.840 | Dan Bastasic | Mid market retail REIT. Have a unique partnership with (?) Property which will give them some good growth opportunities going forward. Conservatively managed. Good balance sheet in terms of ability to acquire. | 2005-05-27 | |
Experts that have talked about Primaris Retail REIT
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