| TOP PICK | 9.070 | Lyle Stein | (A Top Pick March 28/08. Up 40%.) Have 50%+ of class A hotel rooms in Fort McMurray. Rates and occupancy continue to go up. Paying out less than the fund is generating from operations. 13% yield. | 2008-09-09 | |
| Comment | 8.850 | Dennis Mitchell, CFA | Limited service hotels, primarily in Fort McMurray, which is levered to oil. If you are a long-term bull on oil and the oil sands, this would be a name you would want. | 2008-08-13 | |
| Comment | 9.000 | Dennis Mitchell, CFA | A limited-service lodging REIT that focuses almost exclusively on Fort McMurray. Was not a fan in the past, but their results have been phenomenal. Not sure how much upside is left. | 2008-06-12 | |
| Comment | 9.240 | Charles Dillingham | Fort McMurray area so is in the right area. If there is any break in the oil game, it could be a problem, but wouldn’t worry about it. Will probably continue to do well for a while. Consider taking some profits if you own. Not a bad payout ratio at 66%. | 2008-06-02 | |
| WEAK BUY | 7.110 | Charles Dillingham | Have a very strong, dominant position in Fort McMurray. The risk would be when the pace slows down up there. High yield. Probably worth some money but be cautious. | 2008-04-04 | |
| TOP PICK | 6.800 | Lyle Stein | All about “Fort McMoney” First REIT ever owned in investment career. Has been the best performing REIT company in Canada. Hotel REIT’s. Distribution could be raised further. The only risk is the market CAP of $60 million. Should trade a price of greater than $10. | 2008-03-28 | |
| DON'T BUY | 6.500 | Dennis Mitchell, CFA | Focused on limited service, secondary markets for the lodging space. Payout ratio is unsustainable. Is not a name we’d be buying | 2008-03-24 | |
| DON'T BUY | 6.250 | Charles Dillingham | Have outperformed very well. Big in the oil sands area. Obviously bought some assets at great prices. Has moved a lot and is not likely to move a lot more. | 2008-02-14 | |
| DON'T BUY | 4.800 | Charles Dillingham | A hotel REIT. Probably significantly over distributing. Would be very surprised if you would do well on this one. | 2007-05-07 | |
| DON'T BUY | 5.050 | Dennis Mitchell, CFA | 200% payout ratio very high yield, not very sustainable. Not a big fan. | 2007-05-05 | |
Experts that have talked about Temple REIT
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