TSX:ERE.UN - Post by User
Comment by
Joe455on Jul 08, 2021 12:50pm
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Post# 33515096
RE:RE:Scotiabank
RE:RE:ScotiabankSwattfrog wrote: retiredcf wrote: Scotiabank analyst Mario Saric believes domestic REITs are set to play catch-up with the TSX and global peers,
“Canadian REITs have meaningfully lagged both the TSX and Global REIT peers during the pandemic. CAD REITs are -9% vs. Global REITs and -25% vs. TSX … Canadian vaccination rates are starting to catch up and even surpass global peers. Canada has one of the largest gaps globally between first-dose and full vaccination rates (64% and 11% of population, respectively); the 64% is the highest globally while the 11% is one of the lowest. We continue to prefer Growth over Value as broader valuations normalize. Top Growth Picks = BAM, CRR, DIR, GRT, IIP, MHC, SMU, SVI and TCN. Top Value Picks = AP, CSH, ERE, Top Income Picks = APR, CRR and CRT.’
good info
Works for me, I like ERE.UN a lot.