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Killam Properties Inc

Stock Symbol: KMP-T

Notes:They buy residential properties in Eastern Canada.

Last Price Recorded: 11.0800 on 2013-06-19 01:14:18

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Company Name Symbol Notes Date Signal Expert Opinion Price
  KMP-T   2013-06-17 BUY Derek Warren

A favourite apartment name.  One of the more defensive names.  You get Maritime exposure and development of high quality properties.

 Price:
$11.050
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Unknown
  KMP-T   2013-04-10 BUY Greg Newman

Has been weak because of occupancy issues in Halifax. Natural gas cost inputs doubled for them in Q4. Lowered their acquisition targets from about $125 million-to $100 million for 2013. Just came to the market with an equity issue which could make growth for them a little bit weaker in the 1st half. However, the Halifax occupancy issue should dry up in the 2nd half. Irving shipbuilding contract, which starts in 2014, should benefit the whole region and he sees them growing at 12.7% compound annual growth 2012-2014.

 Price:
$12.160
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
  KMP-T   2013-03-11 DON'T BUY Dennis Mitchell, CFA

(Market Call Minute.) Had a bit of a weak quarter. Rent growth offset by cost increases and occupancy is erosion. Trading below NAV but he would want to see what they can do in cash flow growth this year.

 Price:
$12.320
Subject:
REITs, UTILITIES & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
  KMP-T   2013-01-21 SELL Paul Gardner, CFA

Focus on apartments out east.  He owned it but then preferred other apartment plays.  He expected a pop because of the ship building contracts, but that has been a bit delayed and private investors are adding to the supply of apartment buildings.  Around high $10’s he would be more interested.

 Price:
$12.580
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
No
  KMP-T   2012-12-12 BUY Ben Cheng

Likes the Canadian apartment sector because, typically in a rising interest rate environment, apartment REITs typically outperform their counterparts in the industrial/retail/office markets. Length of apartment REITs leases are typically shorter He expects there will be an increase in interest rates in the next 12 to 24 months.

 Price:
$12.240
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
  KMP-T   2012-11-27 COMMENT Dennis Mitchell, CFA

Apartment buildings and manufactured housing communities primarily in Atlantic Canada and moving into Ontario as well. Occupancy is pretty well at an all-time high so there won’t be much cash flow growth from occupancy. Looking for them to grow revenues through rent increases.

 Price:
$12.100
Subject:
REITs, UTILITIES & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
  KMP-T   2012-11-27 HOLD Paul Gardner, CFA

Held this one up to about 6 months ago. Focused in Atlantic provinces and Ontario. The problem is, the Eastern markets are not as vibrant as he had thought. There has been a delay with the shipbuilding and also there is more product in the market.

 Price:
$12.100
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
No
  KMP-T   2012-08-23 HOLD Paul Gardner, CFA

(Market Call Minute.) Apartments out East. Shipping industry is about to create a lot of new jobs but there are a lot of new apartments been developed privately.

 Price:
$13.220
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Unknown
  KMP-T   2012-06-04 BUY Dennis Mitchell, CFA Did a swap with Canadian Apartment Properties (CAR.UN-T) selling them a manufactured housing community for a 25% interest in an apartment building in Toronto. There was a little bit of dilution in the transaction so they have the cash on the balance sheet. Good quality name that he feels is worth about $13.50.
 Price:
$12.250
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
  KMP-T   2012-05-01 PAST TOP PICK Dennis Mitchell, CFA (Top Pick Apr 20/11, Up 32.52% Total Return) On the cusp of becoming a core holding. Wants to see their ability to manage Ontario apartments. Estimates are as inaccurate as they get right now because we are on the cusp of earnings season.
 Price:
$13.480
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
No
  KMP-T   2012-04-26 BUY on WEAKNESS Greg Newman Trades at a very high valuation but they do have a higher compound growth rate. Positioned mainly out east which is where the new Irving contract is coming on. Likes the name a lot, but would try to buy on a pull back.
 Price:
$13.180
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
  KMP-T   2012-04-25 BUY Paul Gardner, CFA Have done incredibly well. Mostly own apartments in the East. Will benefit greatly by the new ship building contract in Nova Scotia. If interest rates go up, the 1st proxy of an interest rate exposure stock is REITs and real estate companies. Apartment buildings are very defensive and he likes them.
 Price:
$12.750
Subject:
BONDS, FIXED INCOME & DIVIDEND STOCKS
Bias:
OPTIMISTIC
Owned:
Unknown
  KMP-T   2012-04-16 HOLD Charles Dillingham (Market Call Minute.) Have ship building and everything else but it might be a bit rich for a Buy.
 Price:
$12.790
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Unknown
  KMP-T   2012-02-23 PAST TOP PICK Paul Gardner, CFA (Top Pick Feb 23/11, Up 25.95%) Likes the space. Shipping contract that Irving got out of the gov’t will cause a lot of migration out east into their properties.
 Price:
$12.270
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
  KMP-T   2012-02-16 BUY Andy Nasr Really likes it. Has a dominant market share in eastern Canada. Ship building contract. A non-rent controlled market. Manufactured housing is not CMHC eligible yet but it is just a matter of time. Lots of room for dividend growth.
 Price:
$12.230
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 90 entries
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