The Successful Investor in Volatile Markets

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Discover how Pat McKeough and his team of investment experts can help you maximize your returns — and cut your risk — in today’s volatile markets
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Step-by-step strategies for seeking solid gains in… Read More

Dear Pat: I am thinking of investing in a few Canadian real estate investment trusts (REITs) as part of my portfolio, as they seem to be the only class of income trusts that are exempt from the new tax regime for income trusts that comes into operation in 2011. In particular, I am thinking of investing in Whiterock REIT. What is your guidance with respect to this REIT? I look forward to seeing your answer to this question.

Whiterock Real Estate Investment Trust, $13.99 symbol WRK.UN on Toronto (Units outstanding: 16.1 million; Market cap: $225.9 million), owns, develops and operates office, industrial and retail properties across Canada.

As of March 31, 2010, Whiterock owned 33 office buildings, 13 industrial buildings and 7 retail… Read More

Investing advice: How we spot takeover candidates

We’ve been asked a number of times over the years about how we manage in our investing advice to recommend so many stocks that get taken over at a big profit.

Some readers, especially those of our Successful Investor newsletter, tell us that they never… Read More

The Successful Investor Hotline – Friday, October 31, 2008

TERANET INCOME FUND $9.50, Toronto symbol TF.UN, has received a new takeover offer from the Ontario Municipal Employees Retirement System (OMERS). The new offer of $10.25 a unit is 6.8% less than the previous offer of $11.00. Teranet’s units are now trading for roughly 7%… Read More

Teranet Takeover Could Turn Into an Auction

TERANET INCOME FUND $11.50 (Toronto symbol TF.UN; Aggressive Growth Portfolio, Manufacturing & Industry sector; Units outstanding: 159.6 million; Market cap: $1.8 billion; SI Rating: Speculative) is the target of a hostile $11-a-unit takeover offer from the Ontario Municipal Employees Retirement System.

We generally avoid initial public… Read More

The Successful Investor Hotline – Friday, September 5, 2008

TERANET INCOME FUND $11.47, Toronto symbol TF.UN, is now the target of a hostile $11.00-a-unit takeover offer from the Ontario Municipal Employees Retirement System.

As part of the deal that established Teranet as a public company in June, 2006, the Ontario government capped the amount… Read More