Company Overview and News

 
Buying More Morguard: Undervalued On Every Front

2018-02-26 seekingalpha
Morguard trades at 65% of book value that is almost exclusively real estate marked quarterly to fair value.
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This 6.9% Diversified REIT Is Deeply Undervalued

2018-01-03 seekingalpha
The well covered 6.9% yield, higher insider ownership and possibility of a buyout give us patience to wait.
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TWC Enterprises - 2 Undervalued Businesses With A Catalyst On The Horizon

2017-10-18 seekingalpha
Scenic railway is irreplaceable and earns high returns, and the company is exploring a sale or spin-off in a strategic alternatives process.
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Morguard REIT Trading At 45% Discount To NAV With 62% Insider Ownership

2017-09-14 seekingalpha
Insiders own over 60% of the firm and are happy to increase positions with little fanfare.
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Read Your REIT Balance Sheets: The Case Of Morguard North American

2017-08-03 seekingalpha
Very few people actively enjoy reading balance sheets and financial statements. I don't, but it's a necessary evil. Relying on numbers coming out of stock screeners is often misleading. To illustrate, let's examine the history of Morguard North American Residential REIT (OTC:MNARF), which just released Q2 earnings this morning and is trading up slightly on the news.
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Northwest Health Properties: Healthy Returns?

2017-06-27 seekingalpha
The REIT trades at a significant discount to US peers, without the added risk of a health system shakeup.
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Trapeze Asset Management Q1 2017 Letter - Equilibrium

2017-05-19 seekingalpha
The study of economics tells us that supply and demand dictate pricing. When there are no excesses or deficits, such that a market is in balance, it is said to be in a state of equilibrium.
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Trapeze Asset Management 1Q17 Letter - Equilibrium

2017-05-19 seekingalpha
The study of economics tells us that supply and demand dictate pricing. When there are no excesses or deficits, such that a market is in balance, it is said to be in a state of equilibrium.
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Genesis Land Development - 45% Undervalued Land Company With Friendly Management

2017-03-01 seekingalpha
Genesis Land Development (OTC:GNLAF) is a land developer and homebuilder based in the Calgary, Alberta, Canada area. Given that Calgary is the home of Canada's oil industry, real estate markets there have been hurt over the last few years as low oil prices have filtered into the employment market in the area. The company also owns land in various other Western Canadian markets, mostly smaller than Calgary, as part of previous management's empire building.
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35 Of 86 Canada MoPay Dividend SML Dogs Show 'Safe' Margins For February

2017-02-23 seekingalpha
86 Canadian SML equities pay monthly dividends (MoPay). Of 86, 40% were deemed "safe". Their reported free cash flow yield exceeded dividend yield February 20. Prices shown are $CAD.
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PRO Weekly Digest: From Macro To Micro - A Discussion With Hayden Cole

2016-12-18 seekingalpha
The latest issue of PRO Weekly Digest features an interview with Hayden Cole, one of our top authors.
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Morguard - An Attractive Real Estate Asset Manager

2016-12-10 seekingalpha
(Editor's note: Morguard trades with much greater liquidity on the Toronto Stock Exchange under ticker MRC.)
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TWC Enterprises - Undervalued, Under The Radar

2016-11-29 seekingalpha
TWC Enterprises (OTC:CLKXF) is a Canadian company that operates in two divisions: Clublink golf courses and the Yukon-White Pass Railway. The company reports in Canadian dollars, and all figures in this report are in Canadian dollars. The company is overlooked for a couple of reasons, which is always a good thing when one is searching for undervalued stocks. The first is its small size, with a $293M market capitalization at its current share price of $10.
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Top 5 Picks For 2017

2016-11-25 seekingalpha
2016's picks outperformed nicely, with average performance of over 13% vs. 8% returned from the S&P 500. It was also nice to see 4 of the 5 picks outperform with double-digit returns in the period.
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Top 5 Picks For 2016

2016-09-18 seekingalpha
2015 taught us not to blindly follow "guru" investors into hot stocks, and to fully investigate the sources of current growth. I am, of course, speaking mostly about Valeant (NYSE:VRX), and in retrospect, the outsized contribution price made to revenue growth. Don't worry, this was a "hedge fund hotel" that has dented a lot of good track records; even the smartest of the smart money gets this stuff.
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