Q: Pat, may I have your thoughts on WPT Industrial REIT and Dream Industrial REIT? I was a shareholder of Pure Industrial REIT with great success until it was bought out. These warehouse REITs appear to be a great way to gain exposure to the online shopping phenomenon.

A: WPT Industrial REIT, $12.78, symbol WIR.U on Toronto (Units outstanding: 44.5 million; Market cap: $568.7 million; www.wptreit.com), is a Canadian REIT that owns and manages industrial properties in the U.S.

Right now, WPT has 54 properties in 15 states. In all, they include 18.1 million… Read More

Q: Pat: I’m looking for a replacement to Pure Industrial REIT, which got taken over recently. I have two candidates so far: Dream Industrial and WPT, which has all of its assets in the U.S., but is listed on the TSX. What do you think about those two? Thanks.

A: WPT Industrial REIT, $13.10, symbol WIR.U on Toronto (Units outstanding: 44.5 million; Market cap: $583.0 million; www.wptreit.com), is a Canadian REIT that owns and manages industrial properties in the U.S.

Right now, WPT has 52 properties in 15 states. In all, they include 17.6 million… Read More

Same rewards, different risks for 2 industrial REITs

Pat McKeough responds to many requests from Members of his Inner Circle for advice on specific investments as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to… Read More

Hi, Pat. I have a 15% weighting in real estate investment trusts, with 9% in these three industrial REITs: WPT Industrial REIT, Dream Industrial REIT and Pure Industrial REIT. Can you please comment on industrial REITs in general and these three specifically? Thanks.

We haven’t found any industrial REITs we recommend as buys, but some are okay to hold as part of a well-balanced portfolio. Here’s a look at the three you asked about:

WPT Industrial REIT, $10.80, symbol WIR.U on Toronto (Units outstanding: 29.4 million; Market cap: $317.5… Read More

Stock Pickers Digest Hotline – Friday, May 10, 2013

Please note: The next Stock Pickers Digest newsletter issue will be sent out on Friday, May 24, 2013.

WESTJET AIRLINES LTD., $21.85, symbol WJA on Toronto, fell almost 13% this week, even though it reported record earnings in the latest quarter.

WestJet reports that its earnings jumped… Read More

Buy for high yields and growth potential

CHEMTRADE LOGISTICS INCOME FUND $17.15 (Toronto symbol CHE.UN; TSINetwork Rating: Speculative) (416-496-5856; www.chemtradelogistics- .com; Units outstanding: 41.7 million; Market cap: $710.0 million; Dividend yield: 7.1%) is one of North America’s largest providers of removal services for resource firms, such as oil refineries and base-metal processors… Read More

DUNDEE REIT $36.11 – Toronto symbol D.UN

DUNDEE REIT $36.11 (Toronto symbol D.UN; TSINetwork Rating: Speculative) (416-365-3535; www.dundeereit.com; Shares outstanding: 97.7 million; Market cap: $3.7 billion; Dividend yield: 6.1%) owns and manages 22.9 million square feet of office and retail space. The trust has a 95.1% occupancy rate.

In the three months ended… Read More

Stock Pickers Digest Hotline – Friday, March 1, 2013

AASTRA TECHNOLOGIES, $19.82, symbol AAH on Toronto, develops and markets products and systems for accessing communication networks, including the Internet. Its technology is centred around business telephone systems and includes products that integrate land lines and mobile phones.

In the three months ended December 31, 2012,… Read More

Acquisitions set these two up for gains

CHEMTRADE LOGISTICS INCOME FUND $15.49 (Toronto symbol CHE.UN; TSINetwork Rating: Speculative) (416-496-5856; www.chemtradelogistics. com; Units outstanding: 41.7 million; Market cap: $645.9 million; Dividend yield: 7.8%) is one of North America’s largest providers of removal services for resource firms, such as oil refineries and base-metal processors… Read More

Stock Pickers Digest Hotline – Friday, November 9, 2012

WESTJET AIRLINES LTD., $18.17, symbol WJA on Toronto, reports that its revenue rose 11.8% in the three months ended September 30, 2012, to $866.5 million from $775.3 million a year earlier.

Demand for the company’s flights remains high, and it has entered into new partnerships with… Read More