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Charles Dillingham , Vice President and Portfolio Manager

Morguard Financial

Date Signal Symbol Company Opinion Price
2012-10-29 N/A A Commentary A Comment -- General Comments From an Expert

Markets. Performance of REITs has been great. Mid 20's and higher returns. He has about 8% cash. He never sees any upside – it just happens. He doesn't know how you produce growth from here. Some REITs will have to raise yield to avoid paying taxes.

 Price:
$0.020
Subject:
REIT's
Bias:
SELECTIVE
Owned:
_N/A
2012-10-29 BUY AX.UN-T Artis Real Estate Investment Trust

Management keeps on surprising everyone. Has added to his positions recently. Payout ratio have been a little bit high, as has debt but they have worked them down. He is not worried about the distribution coming down.

 Price:
$16.280
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2012-10-29 TOP PICK BAM.A-T Brookfield Asset Management (A)

(Top Pick Oct 18/11, Up 27.21%) They are working their agenda. Exposure in England, Australia, Latin America. Everything they have brings in income. Chart is starting to look good. Can survive the bad weather as they did last time. If we get into a global recession, you don't want to stay in this one.

 Price:
$34.400
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2012-10-29 BUY on WEAKNESS BPO-T Brookfield Office Properties

Parent is creating a new company where they will spin out a bunch of their companies' shares into the one unit. At some point down here it will be a good buy.

 Price:
$15.370
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Unknown
2012-10-29 DON'T BUY BRP-T Brookfield Residential Property

Too illiquid for him to get into.  Can easily get fees on house sales. 

 Price:
$16.980
Subject:
REIT's
Bias:
SELECTIVE
Owned:
No
2012-10-29 BUY CAR.UN-T Canadian Apartment Properties

It keeps on bouncing off its high. All of them have done well. Analysis are saying to sell board walk and to buy this one because it has underperformed. These guys are fine. They have expanded a lot.

 Price:
$24.380
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Unknown
2012-10-29 PAST TOP PICK D.UN-T Dundee REIT

(Top Pick Oct 18/11, Up 22.99%) They have been very active. Recently just split their industrial side out into an industrial REIT. There's a lot happening. They are very good at taking things over and managing them.

 Price:
$36.730
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2012-10-29 TOP PICK FCR-T First Capital Realty

Everyone is mad at them. They have come with too many issues. Have been selling a bunch of properties that don't make sense. They are constantly creating value.

 Price:
$18.180
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2012-10-29 TOP PICK REF.UN-T Canadian Real Estate Investment

3.6%. 3 different asset categories. Restructuring themselves. Really good growth coming. Speculation is that they will have to increase distributions just to avoid tax.

 Price:
$41.690
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2012-10-29 PAST TOP PICK TGA.UN-T (Dead) TransGlobe Apartment REIT

(Top Pick Oct 18/11, Up 32.34%)

 Price:
$0.000
Subject:
REIT's
Bias:
SELECTIVE
Owned:
No
2012-10-29 DON'T BUY TN.UN-T True North Apartment REIT

Relatively new. Apartments. This management team has a record of making it work. His suggestion, though, is to go somewhere else because there will be a lot of issues. The market may be getting near the top and you have to go for quality.

 Price:
$4.250
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Unknown
2012-08-08 COMMENT A Commentary A Comment -- General Comments From an Expert

Interest rates. Low rates have never been better and have been a phenomenal period. REIT sector has been able to refinance at lower and lower rates. Yields are great and the risk rate of return is phenomenal. There are a lot of signs that things are gradually improving.

 Price:
$0.020
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Unknown
2012-08-08 COMMENT A Commentary A Comment -- General Comments From an Expert

Asset allocation in a REIT portfolio? First of all, you have to be diversified. Then you look for the best names and identify the best management. He is the most swinging is in the US because they are you can get prime downtown New York offices and then you can get apartments. Go for the good ones which will compound your returns.

 Price:
$0.020
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Unknown
2012-08-08 COMMENT A Commentary A Comment -- General Comments From an Expert

Valuations of REITs in general using Riocan (REI.UN-T) as an example. Trading at a 43% premium to its NAV, which is pretty high. 4.8% yield has been higher in the past. Are these REITs still worth buying and is this the top of the market? This is back up to the peak it was in 2007, but they have all grown, matured and have better balance sheets than they had before. The question is, for the long-term can it generate interest? Payout ratio is not too bad. They have done a lot to bring their debt down. Very innovative in some of their projects. Wouldn't worry about the NAV.

 Price:
$0.020
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Unknown
2012-08-08 COMMENT AP.UN-T Allied Properties REIT

This is a unique Canadian REIT that has wonderful assets in major cities, Montréal and Toronto particularly that are very well located. Doing a join venture with RioCan (REI.UN-T) which is progressive and positive. Stock has moved a lot and is pricey, but over time you will do well because they are doing the right stuff. If you are a long-term investor, this is a Buy.

 Price:
$29.870
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Unknown
Showing 1 to 15 of 675 entries
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