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| PAST TOP PICK | 4.100 | Dennis Mitchell, CFA | (Top Pick Nov. 17/10, Up 21.15% Total Return) Did everything he expected. Long-term lease4d industrial properties. They internalized at no cost so no balloon payment. Happy with this name and he is the largest unit holder of this name. | 2011-12-05 | |
| BUY | 4.150 | Charles Dillingham | 94% payout ratio. Ireated by a very entrepreneurial group out of Vancouver. They typically by very good long-term leases. Generally high-quality properties. 7.23% yield. | 2011-11-16 | |
| Comment | 4.020 | Dennis Mitchell, CFA | The only pure industrial play in the country. Was down dramatically when one person sold 250,000-300,000 units. Stock is now recovered to $4. NAV is probably around $3.80. | 2011-10-21 | |
| Comment | 3.850 | Charles Dillingham | A mixed performer this year. Interesting because industrial market has been soft in a lot of parts of the country but doesn’t affect them because they have very high quality deals. Income is very safe. Would watch for signs of it flattening out because it is illiquid and it looks like someone is selling a lot of stock. | 2011-10-18 | |
| BUY | 3.850 | Jeffrey F. Olin | Focus on the Canadian industrial space. Recently went through an internal management, which is good. Strong management. Properties are reasonably high quality. Decent yield. | 2011-09-26 | |
| Comment | 3.950 | Paul Gardner, CFA | Focuses on industrial property space. Very efficient at picking up good yielding properties. Have tons of capital that they can access. Bringing their external management in-house. 7.7% yield. | 2011-08-10 | |
| PAST TOP PICK | 3.990 | Dennis Mitchell, CFA | (A Top Pick July 15/10. Up 20.05%.) The only pure play industrial name in Canada. 100% occupied portfolio. Good quality cash flow that is fully covered. | 2011-08-04 | |
| BUY | 4.230 | Ben Cheng | They continue to do good things. Internalizing management that was formerly run by another company. Have done a good job of building up the number of properties and making it a more substantial REIT. You should expect dependable, but not spectacular growth. | 2011-07-14 | |
| BUY | 4.050 | Jeffrey F. Olin | pure industrial reit Likes. They are internalizing their management, and doing so at no cost to the reit. They are focused exclusively in industrial so they are a pure play. They own. | 2011-06-21 | |
| BUY | 4.200 | Charles Dillingham | TransGlobe (TGA.UN-T) or Pure Industrial (AAR.UN-X)? Pure industrial is the only pure industrial vehicle in Canada. Industrials have been a weak sector but this company does not have the lousy stuff. Been buying at a good level. Reasonable payout ratio. You have to assume industrials are going to get better. Both are good quality at the higher end yield. You’re not wrong with either. | 2011-05-30 | |
| BUY | 4.110 | Dennis Mitchell, CFA | The only pure industrial name in Canada. Stock slipped recently when they did an equity raise at $4.10 to finance some acquisitions. Trading at a good premium to NAV and has ability to grow rapidly. | 2011-05-26 | |
| BUY | 4.240 | Charles Dillingham | Participated in all 4 issues. Very entrepreneurial. Have done a very good job of getting quality tenants. Industrial area ahs been soft and they took advantage of that. Industrials are starting to get stronger. | 2011-02-04 | |
| BUY | 4.330 | Jeffrey F. Olin | Industrial real estate. These folks know what they are doing. This class looks to him like it is rebounding. | 2011-01-18 | |
| STRONG BUY | 4.130 | Charles Dillingham | Industrial properties and industrial is one of the best areas to be in right now. Very good management. 7.4% yield is safe. | 2010-12-10 | |
| TOP PICK | 3.650 | Dennis Mitchell, CFA | 100% occupancy. Industrial properties, national footprint. Long term leases. Next year you get the benefit of contractual lease increases. Big chunk of debt comes up for renewal next year and they should be able to save a good 150 basis points on that debt cost. Good cash flow drivers going forward. | 2010-11-17 | |
| TOP PICK | 3.590 | Dennis Mitchell, CFA | Occupancy has slipped from 100% to 99.8%. Didn't cut distributions during the downturn. Payout ratio of about 95%. 8.6% yield. Looking for over 20% return. | 2010-07-15 | |
| SELL | 2.000 | Dennis Mitchell, CFA | (Market Call Minute.) Inferior assets. Huge exposure to one tenant. Better opportunities elsewhere. | 2009-03-17 |
