TSX:BEI.UN - Post Discussion
Post by
retiredcf on Apr 03, 2023 11:03am
Analyst Recommendation
First stock in the clip. As can be seen, he was also asked separately about the company. GLTA
https://www.bnnbloomberg.ca/video/andrew-moffs-past-picks~2657783
PAST TOP PICK
Boardwalk REIT(BEI.UN-T)
30/03/2023
(A Top Pick Apr 28/22, Down 3%)
Quite bullish on it. Still lots of runway, with stock trading at 20% discount to NAV. Occupancy has increased to over 98%. 10% in leasing spreads. Foresees 8.5-12.5% income growth this year.
Property Mngmnt / Investment
Andrew Moffs
$54.690
Owned
BUY
Boardwalk REIT(BEI.UN-T)
30/03/2023
Great example of a company with the ability to increase its distribution. Apartments across Canada, with a focus (2/3 of its portfolio) on Alberta. Alberta has become the affordable market in Canada for both new Canadians and inter-provincial migration. Growing cashflow.
Property Mngmnt / Investment
Andrew Moffs
$54.690
Owned
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