Free video: High yielding Plaza Retail is beating Amazon out in the open

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In the September 24th Morning Report and Ultra Money video INK Research focused on Plaza Retail REIT (PLZ) which has outperformed retail juggernaut Amazon (AMZN) over the past year. The secret to their success might be found outdoors. Below is a free version of the video that was distributed earlier this week on INK Ultra Money (since the report the REIT has continued to outperform).

INK trading day morning reports and videos are available through or Canadian Insider Club Ultra memberships. INK is subscriber supported and does not accept payment for stock coverage.

Script (check against delivery):

        Heads up yield hunters,

        Plaza REIT is providing an above average
        prospective distribution yield
        of 6.7% which is paid monthly.
        The company operates
        primarily in Newfoundland,
        Prince Edward Island, Nova Scotia,
        New Brunswick, Quebec and Ontario.
        As of June 30th, the REIT had an interest
        in 277 properties including
        those under or held for development
        representing 8.4
        million gross leasable square feet.
        As part of its strategy to deal with
        the Amazon threat Plaza is
        favouring open-air projects and it currently
        has four open-air projects under
        construction plus one open-air conversion
        underway with
        between a 20% and 50% ownership stake.
        The REIT appears to
        be gaining some momentum with
        its strategy According to
        Refintiv data, as of June 30th,
        EBITDA was 61 cents per
        unit on a trailing 12-month basis,
        up from 55 cents a year ago.
        In contrast, the REIT's
        5-year EBITDA growth is 3.7%.
        Importantly, we see conviction in
        the REIT's strategy as
        CEO Michael Zakuta is buying.
        That stands in stark contrast to
        Amazon CEO Jeff Bezos
        who has been selling
        along with other insiders.
        We also note that over the past year,
        Plaza units are up
        1.2% while Amazon stock is down 6.8%.
        Of course, Amazon does not pay a dividend.
        Our report which is not
        a recommendation to buy or sell securities
        is available through   
        or the Canadian Insider Club     
        Good luck, friends, and thanks for listening!

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