stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

First Capital Realty Stock Symbol: FCR-T

Last Price Recorded: $17.5100 on 2014-09-30 20:40:03

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-09-10 BUY Paul Gardner, CFA

They realize the market is expensive so they are lightening up on their acquisitions and are sweating their assets.  The chance to grow their earnings is in Toronto.  They are deleveraging their balance sheet.  They should outperform because of their defensive aspects.  He owns the bonds.


Price:
$18.370
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-05 PAST TOP PICK Derek Warren

(Top Pick Sep 24/13, Up 15.24%) Continues to have this as a core holding.  He is looking for them to increase cash flow.


Price:
$18.740
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-08-12 COMMENT Andy Nasr

This is a retail REIT, typically anchored by national tenants, focused on people’s everyday needs, grocery stores, banks, drugstores, etc. They have an excellent portfolio of very high quality real estate. The only problem is that they haven’t really benefited much from AFFO growth as some of their peers have, because they have tended to be more focused on growth by acquisition and turned a bit of a blind eye to the multiples they pay for some of the assets. If you own this, you need to have a very long term time horizon of probably 5-10 years. Very high quality assets with a good management team.


Price:
$18.960
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
No
2014-07-15 SELL Derek Warren

There seems to be a fear that rates are going to rise, but he thinks not for some time.  Many investors think interest rates will affect large cap REITs negatively, but he thinks they are a little too concerned.  He loves the properties, but has been taking profits at these levels.


Price:
$18.480
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2014-06-12 BUY on WEAKNESS Greg Newman

Had a nice move.  Occupancy is 95.3%.  Renewal spreads are up 13% higher than expiries. It is pricy but is a high quality name.  Buy at $17.50 or below.


Price:
$18.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-29 BUY Derek Warren

A very stable company.  High end retail.  Strip centers in really good neighbourhoods.  The dividend is high enough. 


Price:
$17.850
Subject:
REIT's
Bias:
BULL on REITs
Owned:
Unknown
2014-03-19 TOP PICK Michael Missaghie

One of the highest quality real estate businesses that he owns. Have moved to more of an unsecured debt structure, which allows a large proportion of their assets to be unencumbered. Also, brought down their payout ratio which allows them to give consistent dividend increases. The most important thing to him is the “value add”. There is a large development and redevelopment program that is underappreciated by the market. Dividend yield of 4.76%.


Price:
$17.670
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-02-07 HOLD Michele Robitaille

Likes this REIT. This is one of the best ways to play the very strong urbanization trends that we are seeing, particularly in the big markets of Toronto, Calgary and Vancouver. This one tends to have a longer timeframe in some of the things they do and they tend not to pay dividends in the short term. If you are a long-term shareholder, you ultimately do get the benefit. 4.87% yield.


Price:
$17.350
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
BULLISH
Owned:
Yes
2013-12-17 BUY Derek Warren

(Market Call Minute) Highest quality resale properties.


Price:
$17.340
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2013-12-09 DON'T BUY John Stephenson

Great set of assets and well managed.  Recommendation in the oil services sector but right now you don’t need to be here.


Price:
$17.570
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2013-11-21 COMMENT Michele Robitaille

A corporation, but essentially runs the same as a REIT. A very good quality company. Dividend payout is slightly lower. They manage their business for the long-term, so when they are making investment decisions, they are looking out over a 10-15 year period. She really likes the urban focus and the urbanization trend and this one is well-positioned as any of the REITs to capitalize on this. Great quality real estate and great real development opportunities and intensification opportunities, which she thinks is important. Dividend is absolutely sustainable.


Price:
$17.680
Subject:
DIVIDENDS & REITS
Bias:
OPTIMISTIC
Owned:
No
2013-11-14 COMMENT Andy Nasr

Got rid of most of his holdings. He is trying to focus more on the multi residential and seniors sector. Doesn’t like retail longer-term because he sees e-commerce taking significant share away from retailers in the US. This one will be protected because it owns some of the highest quality real estate in his portfolio.


Price:
$17.200
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Unknown
2013-11-13 PAST TOP PICK Derek Warren

(A Top Pick Sept 24/13. Down 1%.) This is a defensive play. Still likes it a lot at this price. Trades at a premium to its peers because it is the most defensive and has the best balance sheet and has access to different sources of capital. Have great properties that are in desirable locations.


Price:
$17.290
Subject:
REIT's
Bias:
BULLISH
Owned:
Yes
2013-10-02 DON'T BUY Greg Newman

A defensive name. High-quality and urban concentrated. Has the kind of stores that people want in any sort of economy. Decent growth. Likes it, but it is trading at 18X which, in this environment of higher bond yields, he wants REITs with above-average growth and below average payout ratios. It’s fine but he wouldn’t Buy at these levels.


Price:
$16.960
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2013-09-24 TOP PICK Derek Warren

A fantastic company. Specializing in urban development. They are able to go into areas, take a broken piece of real estate and maximize its true potential and develop the neighbourhood as they do it. Great balance sheet and redevelopment potential in its core urban portfolio. This has pulled back 7% so you are getting it at a discount to NAV of about 5%. Dividend yield of 4.91%.


Price:
$17.120
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
Showing 1 to 15 of 133 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.