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First Capital Realty Stock Symbol: FCR-T

Last Price Recorded: $18.7200 on 2014-11-28

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Date Signal Expert Opinion Price
2014-11-12 WEAK BUY Paul Gardner, CFA

In a rising rate environment, real estate will get hit hard.  This one will get hit less because of their defensive asset class and they have premier tenants.  Great management.  He likes their properties.  They are conservative, good operators and they will outperform the class.  He doesn’t expect much even then, next year.


Price:
$18.690
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Unknown
2014-10-27 DON'T BUY Peter Hodson

Grouped with REITs, but not technically a REIT.  Good track record.  Revenue is relatively safe.  Staple industries are anchors.  In a recession they will do better, but interest rates will impact them significantly.  Dividend is secure, portfolio is diverse, but not one he would invest in.


Price:
$18.240
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2014-10-16 TOP PICK Michael Missaghie

Very high quality business.  Management team is very well aligned.  Asset quality has improved.  Payout ratio and leverage that are almost the best in the business.  The valuation is very undemanding.  There is an overhang because of an equity issue done recently.  NAV is about $18-$18.25.  It is a core position in his opinion.  He would add to it right now.


Price:
$17.620
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
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
Showing 1 to 15 of 136 entries
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