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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.)
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

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.
Upvote Downvote

Related Articles

RDHL: Redhill Biopharma Ltd (OTC:REDIF) Analysis and Research Report

2018-04-18 - Asif

History and Development of the Company The company's legal and commercial name is RedHill Biopharma Ltd. The company's company was incorporated on August 3, 2009, and was registered as a private company limited by shares under the laws of the State of Israel. The company's principal executive offices are located at 21 Ha’arba’a Street, Tel Aviv, Israel. In February 2011, the company completed its initial public offering in Israel, pursuant to which the company issued 14,302,300 Ordinary Shares, and 7,151,150 tradable Series 1 Warrants to purchase 7,151,150 Ordinary Shares for aggregate gross proceeds of approximately $14 million. On December 27, 2012, the company completed the listing of its ADSs on the NASDAQ Capital Market. The company's Ordinary Shares are traded on the Tel-Aviv Stock Exchange under the symbol “RDHL,” and its ADSs are traded on the NASDAQ Capital Market under the same symbol "RDHL". The company's capital expenditures for the years ended December 31, 2...

SCYX: SCYNEXIS Analysis and Research Report

2018-04-16 - Asif

Overview SCYNEXIS, Inc. is a biotechnology company committed to positively impacting the lives of patients suffering from difficult-to-treat and often life-threatening infections by delivering innovative anti-infective therapies. SCYNEXIS is developing its lead product candidate, SCY-078, as the first representative of a novel oral and intravenous (IV) triterpenoid antifungal family in clinical development for the treatment of several serious fungal infections, including invasive candidiasis, invasive aspergillosis, refractory invasive fungal infections and vulvovaginal candidiasis (VVC). SCY-078 is a structurally distinct glucan synthase inhibitor that has been shown to be effective in vitro and in vivo against a broad range of human fungi pathogens such as Candida and Aspergillus species, including multidrug-resistant strains, as well as Pneumocystis species. Candida and Aspergillus species are the fungi responsible for approximately 85% of all invasive fungal infections in t...

ENRT: Enertopia Corp (CNSX:TOP) Analysis and Research Report

2018-04-16 - Asif

Business History Enertopia Corp. was formed on November 24, 2004 under the laws of the State of Nevada and commenced operations on November 24, 2004. From inception until April 2010, the company were primarily engaged in the acquisition and exploration of natural resource properties. Beginning in April 2010, the company began its entry into the renewable energy sector by purchasing an interest in a solar thermal design and installation company. In late summer 2013, the company began its entry into medicinal marijuana business. During its 2014 fiscal year end its activities in the clean energy sector were discontinued. During fiscal 2015 its activities in the Medicinal Marijuana sector were discontinued. During fiscal 2016 its activities in the Women’s personal healthcare sector were discontinued. The Company is actively pursuing business opportunities in the resource sector, whereby the company signed a definitive agreement for a Lithium Brine Project in May 2016. In May ...

FB: Facebook Analysis and Research Report

2018-04-15 - Asif

Overview The company's mission is to give people the power to build community and bring the world closer together. The company's top priority is to build useful and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, and other surfaces. The company also help people discover and learn about what is going on in the world around them, enable people to share their opinions, ideas, photos and videos, and other activities with audiences ranging from their closest friends to the public at large, and stay connected everywhere by accessing its products, including: Facebook enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers. There are a number of different ways to engage with people on Facebook, the most important of which is News Feed which displays an algorithmically-ranked series of stories and advertisements individualized for each pers...

VSTM: Verastem Analysis and Research Report

2018-04-12 - Asif

Business Overview Verastem is a biopharmaceutical company focused on developing and commercializing drugs to improve the survival and quality of life of cancer patients. The company's most advanced product candidates, duvelisib and defactinib, utilize a multi-faceted approach to treat cancers originating either in the blood or major organ systems. Verastem is currently evaluating these compounds in both preclinical and clinical studies as potential therapies for certain cancers, including leukemia, lymphoma, lung cancer, ovarian cancer, mesothelioma, and pancreatic cancer. The company believe that these compounds may be beneficial as therapeutics either as single agents or when used in combination with immuno-oncology agents or other current and emerging standard of care treatments in aggressive cancers that are poorly served by currently available therapies. Duvelisib targets the Phosphoinositide 3-kinase (PI3K) signaling pathway. The PI3K signaling pathway plays a centr...