Former prof stock analyst/portfolio manager. Focused on dividends, particularly value opportunities. Not advice, do your own research.
Toronto
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Timbercreek Financial $TF.TO yield now over 13%, company must be in big trouble. Oh, hold on, the CEO is buying more! 🧐
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Why I Am Buying REITs Hand Over Fist seekingalpha.com/article/495…
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RBC raises estimates on Alaris after recent deal and distribution increase. Approx 7% yield without the interest rate sensitivity of a REIT. $AD.UN
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Wow, REIT investing is not usually this dramatic. Congrats to all those who bought more on last week’s sell off. Still a mystery why mgmt felt the need to cancel distributions. $SGR.UN
stocks.apple.com/ATZI0l6CMS2…
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$SGR.UN decides to tank the unit price as part of its value-maximizing strategic review. wtf
Slate Grocery REIT Provides Capital Allocation Update in Connection with Ongoing Strategic Review Process - businesswire.com/news/home/2…
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DRI Healthcare presented at a CIBC lunch this week, analyst reiterates positive outlook: $DHT.UN
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NBF upgrades Enbridge following acquisition and equity raise. Small cash flow accretion, leverage ticks down slightly beginning in 2028. $ENB.TO
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Busy night for deals. Note that Primaris says they are working on over $1bn in acquisitions, could Plaza be part of that?? Just speculating of course. $PMZ.UN, $PLZ.UN
Primaris REIT Announces $200 Million Equity Offering globenewswire.com/news-relea…
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I don't think this will come as a shock to those following Alaris, mgmt wants to to grow the company. 7% yield at issue price. $AD.UN
ALARIS EQUITY PARTNERS: $100 MILLION BOUGHT DEAL, US$95 MILLION INVESTMENT INTO A NEW PARTNER, DISTRIBUTION INCREASE globenewswire.com/news-relea…
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When the horrendous $HR.UN takeover fails to get the required votes, will H&R pay the distribution for the months that are missed? Surely Hofstedter is very concerned about unitholders??
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Added some $WCP.TO this morning. Based on comments yesterday, even Trump seems to admit prices will stay high near term.
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From a Scotia report earlier this week: sensitivity of REITs to the move up in rates. The FFO impact seems modest relative to the move in some of the unit prices. Sienna for example is down 7% in the past month vs 0.5% FFO impact. $SIA.TO
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