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First Capital Realty Stock Symbol: FCR-T

Last Price Recorded: 18.8700 on 2014-07-25 01:14:06

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Date Signal Expert Opinion Price
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
2013-08-30 HOLD Andy Nasr

5% sustainable dividend.  Shopping centers, drug stores, banks.  Discount to NAV.  Hard to sell now because they are all down.  Could be a little more downside.  Ride it out.  REITs outperform in the US 2/3rds of the time.  Interest rates were previously at a depressed cost of capital and now they have normalized.


Price:
$16.810
Subject:
CANADIAN DIVIDEND & REITS
Bias:
BULLISH on US ECONOMY
Owned:
Unknown
2013-08-02 BUY Dennis Mitchell, CFA

In the short term, you are in for volatility but over the medium term he expects it will get to $20-$21 based on the value creation they have in the portfolio. Have an active disposal program where they raise hundreds of millions of dollars. Have an active redevelopment program where they are going to add tremendous value. Relentlessly improved the quality of their balance sheet through terming out their debt, injecting more unsecured debentures to the point where 43% of their assets are unencumbered.


Price:
$17.080
Subject:
INFRASTRUCTURE, UTILITIES & REITS
Bias:
BULLISH
Owned:
Yes
2013-07-31 BUY Derek Warren

Just reported and he was really pleased with their earnings. An example of what a good core management team should do. During the good times, you prepare for the bad times. They have the best real estate corners and locations. Have a lot of portfolios that have no leverage on them at all. Have a large credit line that is completely untouched. This is a company that is built to weather storms.


Price:
$17.080
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
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