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Artis Real Estate Investment Trust

Stock Symbol: AX.UN-T

Notes:Formerly Westfield REIT

Last Price Recorded: 16.7500 on 2013-05-22 01:14:41

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Date Signal Expert Opinion Price
2013-05-15 BUY Todd Johnson

50% office 25% industrial, 25% retail, 6.5 % yield

90% of their funds come from their operation.

Mentioned as an alternative to RIE.

 Price:
$16.700
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Unknown
2013-05-13 HOLD Andy Nasr

Not the highest quality portfolio, but as growth continues the type A properties will be filled up, then will spill over to B and C type properties, so this company will lag a bit.

They have been criticized for growing aggressively through acquisition, but in hindsight it looks like it was a good move.

 Price:
$16.750
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-06 BUY Ben Cheng

(Market Call Minute) Consolidation play in western Canadian Real Estate.

 Price:
$16.530
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
2013-05-01 PAST TOP PICK Mike S. Newton, CIM FCSI

(A Top Pick April 3/12. Up 10.04%.)

 Price:
$16.570
Subject:
NORTH AMERICAN & ETFs
Bias:
BULLISH
Owned:
Yes
2013-04-10 BUY on WEAKNESS Greg Newman

A value stock. Trading at about $14.50 compared to the group of about $16.50. Just landed an investment grade rating which gives them access to a lot more funding, which should help them boost their acquisitions. Have just increased their exposure to the US by about 30%. In place rents are about 30% below market.

 Price:
$16.350
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2013-04-04 TOP PICK Michael Missaghie

Owned for quite some time.  Management team does not get enough credit.  Brought down payout ratio below 100%.  6.75% yield.  20% of assets are in the US and have likely appreciated.  Talking about increasing US assets to 30% or portfolio.

 Price:
$15.990
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2013-02-22 TOP PICK Jaime Carrasco

REITs are being purchased by pension funds and private equity funds because they want the cash flow. This company has a great portfolio and might get acquired. Yield of 6.7%.

 Price:
$16.020
Subject:
RESOURCE
Bias:
BULLISH on GOLD
Owned:
Yes
2013-02-15 HOLD Keith Richards

Pays a pretty good dividend and is why you would be holding it.  Has had periods of time when it sold off and it tends to recover.  It is trying to break out but has not yet.  No major danger.  Hold it and collect your dividend.

 Price:
$15.840
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Unknown
2013-01-31 BUY Andy Nasr

Trades at a discount to NAV. Owns a lot of office properties outside of central business districts. Usually, in an economic recovery, occupancy CBD office space moves up first, followed by a big increase in CBD rents that will eventually spill over into suburban rents. Hasn’t happened yet for this company so there is still some juice in the portfolio. You should get the benefit of those higher rental rates and a bit of uplift in rental occupancy. Should do well in the next 12 months. A bit of a higher risk proposition.

 Price:
$16.010
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Yes
2013-01-22 BUY Peter Brieger

Just bought recently for one of his clients’. Great company. Good yield which is safe. Great complement to his client’s holdings in H&R Real Estate (HR.UN-T) and Chartwell (CSH.UN-T).

 Price:
$15.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-01-10 BUY Michael Missaghie

7%.  Sustainable distribution.  Diversified.  20% in US.  Fan of US strategy.  They know those markets well.  Doesn’t expect a distribution increase.  Thinks people are waiting to see the ratio and leverage come down.  He feels they are focused on this and will execute.  14% upside in price.

 Price:
$15.420
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2012-12-12 HOLD Ben Cheng

Management team does a very decent job. Own a good deal of properties down in Minneapolis as well as in Phoenix. Feels this will be an area of growth for them.

 Price:
$15.710
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
No
2012-11-27 BUY Paul Gardner, CFA

Focused mainly in the Midwest. Very good executer. Likes management. Feels the dividend is safe and that there is some growth potential. Relatively cheap compared to their peer group. Good management.

 Price:
$15.860
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2012-11-15 HOLD Andy Nasr

You are just starting to see a markup in their rents.  Decent quality REIT but some of the things they own will lag.  Payout is close to 100% and hopefully will come down by 2013.  It should be safe.  There are better REITs but you are ok holding this.

 Price:
$15.120
Subject:
CANADIAN DIVIDEND & REITS
Bias:
OPTIMISTIC
Owned:
Unknown
2012-11-06 BUY Greg Newman

REITs have obviously had their big moves up but you can still get a good combination of capital appreciation and income. This is a good name. Has a comp annual growth rate of around 7% which exceeds the diversified peer average of around 4% but trades at a small discount. 55% of their portfolio is in the office market out West, which is a good place to be. Balance sheet is steadily improving. Target of $17.50.

 Price:
$16.190
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 126 entries
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