Table View - Opinions in Detail | StockChase
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Compiling comments that experts make about stocks while on public TV.

Table View - Opinions in Detail

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Implied Signal Stock Symbol Company Comment Source Program Airdate Airdate Price Opinions $ Goal Expert Program Topic Expert's Bias Own or Relationship Actions
  
BUY AAR.UN-T Pure Industrial Real Estatetrust Trust Market Call (BNN TV) 2016-05-06 $0.000

(Market Call Minute.) This has industrial exposure across Canada. Look for some weakness in Alberta, but that will be a balanced off by Ontario strength.

Derek Warren REIT's UNKNOWN Unknown View
COMMENT ACR.UN-T Agellan Commercial REIT Market Call (BNN TV) 2016-05-06 $0.000

Owns assets both in Canada and the US. If you are buying something for income, he eventually thinks this company will be sold. Thinks you could do quite well.

Derek Warren REIT's UNKNOWN No View
COMMENT AX.UN-T Artis Real Estate Investment Trust Market Call (BNN TV) 2016-05-06 $0.000

A stock with a lot of Alberta exposure, but also has a strong US portfolio. Thinks the market will continue to punish Alberta names for some time. However, the income is safe and they have managed quite well through the different cycles.

Derek Warren REIT's UNKNOWN No View
BUY BPY.UN-T Brookfield Property Partners Market Call (BNN TV) 2016-05-06 $0.000

Earnings recently came out and the FFO was up 24%. They have a lot of levers to pull in an organization this big, so it is something he likes a lot. If you think the Cdn$ has gotten strong enough and that the US$ may outperform, this is basically a US REIT, but on the TSX exchange. The majority of their earnings are in US$’s.

Derek Warren REIT's UNKNOWN Yes View
COMMENT BTB.UN-T BTB Real Estate Investment Trust Market Call (BNN TV) 2016-05-06 $0.000

An entire Quebec play. 70% debt, so very highly levered, and also has a high payout ratio. He doesn’t like it for those reasons.

Derek Warren REIT's UNKNOWN No View
TOP PICK CAR.UN-T Canadian Apartment Properties Market Call (BNN TV) 2016-05-06 $0.000

One of the few REITs where he could sell every single building today if he wanted to. The kind of security that investors should be thinking of, when looking at houses trading relative to NAV. There are so many people around the world who would love to own a stable, Ontario focused apartment portfolio. Dividend yield of 4.05%.

Derek Warren REIT's UNKNOWN Yes View
TOP PICK CRR.UN-T Crombie Real Estate Investment Trust Market Call (BNN TV) 2016-05-06 $0.000

This is typically Sobey’s anchored, Eastern Canadian. Now with the Safeway transaction, they’re also in Western Canada and have said they are going to develop and maintain this. Their last quarter was excellent. Dividend yield of 6.31%.

Derek Warren REIT's UNKNOWN Yes View
BUY on WEAKNESS CRT.UN-T CT Real Estate Invest Trust Market Call (BNN TV) 2016-05-06 $0.000

Great company. Stock has done very, very well. They own Canadian Tire properties across Canada. Have shown above average growth. This has been one of the top performers in Canada. Has been trimming his holdings as it has become too expensive. He would buy this on a pullback.

Derek Warren REIT's UNKNOWN Yes View
HOLD CSH.UN-T Chartwell Seniors Housing Market Call (BNN TV) 2016-05-06 $0.000

Just released their numbers last night and hit the ball out of the park. Thinks it is fully valued at this level. Earnings and occupancy have been very strong. Very good operators.

Derek Warren REIT's UNKNOWN Yes View
WAIT D.UN-T Dream Office REIT Market Call (BNN TV) 2016-05-06 $0.000

Has been in a long-term decline due to its heavy exposure in the Alberta office market. Announced they were restructuring, slashed their dividend and were selling two thirds of the company. Just announced earnings which were in line with his expectations. When a company is going through a strategic restructuring, he tends to sit on the sidelines.

Derek Warren REIT's UNKNOWN No View
DON'T BUY HBC-T Hudson Bay Co. Market Call (BNN TV) 2016-05-06 $0.000

As a proxy for a REIT? This story has been the market for some time. It is part of the wave of unearthing real estate value, and feels the trend is kind of over.

Derek Warren REIT's UNKNOWN No View
PAST TOP PICK HOT.UN-T American Hotel Income Properties Market Call (BNN TV) 2016-05-06 $0.000

(A Top Pick April 22/15. Up 3.77%.) Hotels in the US. High yield of over 8%. To make the yield safer at the peak, they locked their distribution, putting it into US$’s, so now the payout is about 70%. About 40% of income comes from railroad contracts, so people are a little concerned that lower rail volumes will affect it. However, they do have guaranteed contracts.

Derek Warren REIT's UNKNOWN Yes View
COMMENT MR.UN-T Melcor REIT Market Call (BNN TV) 2016-05-06 $0.000

The advantage is that they really know the Edmonton market better than anybody else. If you want to play Edmonton, this is the way to do it. He is quite afraid of Edmonton, even though they have been able to lease up quite well. A lot of the space still hasn’t been constructed, but is nearing completion. Dividend yield of 8.3%.

Derek Warren REIT's UNKNOWN No View
PARTIAL SELL MST.UN-T Milestone Apartment REIT Market Call (BNN TV) 2016-05-06 $0.000

(Market Call Minute.) Great company, but too expensive. If you own, he would trim.

Derek Warren REIT's UNKNOWN Unknown View
DON'T BUY NLY-N Annaly Capital Management Inc. Market Call (BNN TV) 2016-05-06 $0.000

Mortgage REITs. These tend to attract a lot of investors. The yield is very high, between 12% and 15%. They use debt to lend it as mortgages. The stock has been in decline. Why get a high yield vehicle when you are going to lose it all on capital? It is better to focus on high quality real estate.

Derek Warren REIT's UNKNOWN Unknown View
COMMENT NVU.UN-T Northview Apartment Real Estate Market Call (BNN TV) 2016-05-06 $0.000

This has a large amount of real estate in Fort McMurray and doesn’t know how the fire will affect them. Also the oil markets they are in are experiencing very high vacancies. They did a merger and now also have an Ontario portfolio. If you have a long-term horizon, and because of the volatility, you will probably do very well. Dividend yield of over 8%.

Derek Warren REIT's UNKNOWN No View
WAIT NWH.UN-T Northwest Healthcare Property REIT Market Call (BNN TV) 2016-05-06 $0.000

When you buy this, you are getting the core Medical Office Buildings in Canada, which leases to doctors and clinics. You are also getting some assets in Germany, New Zealand and Brazil. (Hospital type assets.) Have recently have gone through a merger and restructuring. He’d like to give it a couple of quarters of hard data to see how they do.

Derek Warren REIT's UNKNOWN No View
SELL ONR.UN-T OneREIT Market Call (BNN TV) 2016-05-06 $0.000

(Market Call Minute.) This is tertiary markets with some development risks.

Derek Warren REIT's UNKNOWN Unknown View
COMMENT PLZ.UN-T Plaza Retail REIT Market Call (BNN TV) 2016-05-06 $0.000

A little gem. A small-cap REIT in secondary markets, but is developing constantly. Without continually issuing equity, they have been able to increase NAV per share over time. The dividend is very safe. Management owns a ton of stock. One of his favourites. Has been underperforming lately, but its time will come.

Derek Warren REIT's UNKNOWN Unknown View
PAST TOP PICK REF.UN-T Canadian Real Estate Investment Market Call (BNN TV) 2016-05-06 $0.000

(A Top Pick April 22/15. Up 0.66%.) This is diversified having office, retail and industrial. They are now adding a residential component across Canada. A very stable source of income, and will do well over time. They have exposure to the Alberta office market, and it is the lead company to have your money on for any recovery.

Derek Warren REIT's UNKNOWN Yes View
TOP PICK REI.UN-T RioCan Real Estate Investment Market Call (BNN TV) 2016-05-06 $0.000

Thinks this is the time to start owning large caps. He expects a softer year. Sold all of its US portfolio, so loses that income. It is putting that money toward some excellent developments, but they still have to build them before earning cash flow. A fantastic organization with a lot of growth opportunities going forward. Dividend yield of 5.19%.

Derek Warren REIT's UNKNOWN Yes View
HOLD RUF.U-X Pure Multi-Family REIT LP Market Call (BNN TV) 2016-05-06 $0.000

US garden style apartments, mostly in Texas. If you own, you have had a currency negative against you. A competing company, Milestone REITs (MST.UN-T) has outperformed this by an easy 10% percentage points. He would be buying at this point if you believe 1) the currency will work for you and 2) it has lagged, so there will be a performance pull-up.

Derek Warren REIT's UNKNOWN Unknown View
BUY SIA-T Sienna Senor Living Inc Market Call (BNN TV) 2016-05-06 $0.000

(Market Call Minute.) This gives you exposure to the seniors’ sector.

Derek Warren REIT's UNKNOWN No View
HOLD SRT.UN-T Slate Retail REIT Market Call (BNN TV) 2016-05-06 $0.000

(Market Call Minute.) Externally managed, which he doesn’t like, but he likes the markets that it is in, strip centre retail in the US.

Derek Warren REIT's UNKNOWN Unknown View
PAST TOP PICK SRU.UN-T Smart REIT Market Call (BNN TV) 2016-05-06 $0.000

(A Top Pick April 22/15. Up 18.81%.) Has a core portfolio that is Walmart anchored. If you believe in more difficult times, more people will be going to Walmart along with their neighbouring stores.

Derek Warren REIT's UNKNOWN Yes View
BUY TCN-T Tricon Capital Group Market Call (BNN TV) 2016-05-06 $0.000

Has been buying this, especially below $8.50. A Canadian company, but US focused on housing. This is a good time to be investing in the US housing market. Dividend yield of 3.1%.

Derek Warren REIT's UNKNOWN Yes View
N/A A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-05 $0.020

Markets.  We are entering a period of seasonal weakness.  It is not a great economic back drop for investing.  It will take a huge catalyst to move the markets higher.  We are moving into 6 months that are typically weaker.  The average is a loss of half a percent since 1950 in the summer.  You tend to get some big drops in the summer sometimes, which brings the average down, even though the market is up over the summer 82% of the time.  You are exposing yourself to increased risk over the next six months.  There are lots of opportunities in the summer also.  Gold tends to do better. 

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS _N/A View
COMMENT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-05 $0.020

Small Cap Seasonality.  From Dec 19 to Mar 7 they do well. 

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
WAIT A Commentary A Comment -- General Comments From an Expert Market Call (BNN TV) 2016-05-05 $0.020

Gold.  Seasonal performance is just one of the factors that affect it.  Silver’s period is from January 1st to end of March.  Gold is from July to September.  He trades it every year. 

Brooke Thackray TECHNICAL ANALYSIS & SEASONAL INVESTING CAUTIOUS Unknown View
N/A A Commentary A Comment -- General Comments From an Expert Market Call Tonight (BNN TV) 2016-05-05 $0.020

Market. US earnings numbers looked terrible and expectations became very low, but then everybody kind of beat expectations. Looking through those numbers has been very difficult. A lot of the big tech stocks had very negative numbers, and those sectors tend to be the ones that are growing. Apple’s numbers in China were terrible. The one positive thing is that margins stayed pretty level, and that is because they are cutting a lot of costs. When you see big companies like that miss, it tells us that we are in a much more difficult environment than what people are really thinking about. Big sectors, such as utilities that people are very comfortable with, have done poorly in these last earnings numbers. This indicates that the overall economy is not able to grow as quickly.

Paul Harris, CFA NORTH AMERICAN/GLOBAL UNKNOWN _N/A View
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