MCS Steel Non-Voting DR MSTUF

Analyst Comment

[retiredcf]

First stock in the clip. Interesting that in the last 2 months, he has changed his views from "partial sell" (at $17.58) to "wouldn't add" now that we're at all time highs.  GLTA

https://www.bnn.ca/Video/player.aspx?vid=907282

MST.UN-T 2016-07-08 COMMENT Derek Warren
 

Apartment REITs would be the better investment if interest rates go up, because they have the shortest lease terms. This one is all US apartments, focused in the US Sunbelt. It has done exceedingly well and is at all-time highs. He wouldn’t be buying at this level. Great management.

 

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Price:

$19.930

Subject:

REIT's

Bias:

UNKNOWN

Owned:

Unknown

 

MST.UN-T 2016-05-06 PARTIAL SELL Derek Warren
 

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

 

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Price:

$17.580

Subject:

REIT's

Bias:

UNKNOWN

Owned:

Unknown

[maypeters]

I have always liked Derek. He has mentioned in the past that he made a mistake not buying Milestone.  Prefers Pure Family REIT which he owns (also likes sister company Pure Industrial which he has a big chunk of).  Another one to take a look at is Morguard North American REIT which owns apartments in US and Canada.