Viewing Expert Allan Meyer | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Allan Meyer , VP & Portfolio Manager

Wickham Investment Counsel


Date Signal Chart Symbol Company Opinion Price
2015-05-14 WEAK BUY Must be logged in to use chart BCE-T BCE Inc.

A good 5% dividend. Prefers BPF.UN-T.


Price:
$53.240
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2015-09-10 WATCH Must be logged in to use chart AFN-T Ag Growth International Inc

He used to own it, but it got kicked out of his portfolio.  They are exposed to the growing cycle with the crops.  They are now exposed to South America.


Price:
$37.910
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
No
2015-09-10 WATCH Must be logged in to use chart FRU-T Freehold Royalties

It depends on your time frame whether you hold or sell.  You have to sell if you have a short term view.  Until oil prices improve and get them higher royalties, it is one of the more solid companies out there.  He has no exposure to this industry at this time.


Price:
$10.210
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
No
2015-09-10 WATCH Must be logged in to use chart TCW-T Trican Well Service Ltd.

A leveraged play on the oil and gas companies.  They have to do more for less.  When you get a turn on the oil price, these are one of the guys that are a warrant on the industry.  You have to do it at the right time.


Price:
$1.690
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Unknown
2004-04-12 WAIT Must be logged in to use chart COS-T (Acquired Canadian Oil Sands Likes their long life reserves. Not happy with the volatility of oil prices. Had some cost overruns.
Price:
$44.500
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
No
2015-09-10 TOP PICK Must be logged in to use chart AD-T Alaris Royalty

6% yield.  A royalty company run by a CEO who is a CFA.  The fluctuations in revenue don’t fall outside of their boundaries.  They increased their dividend over the last two years, monthly.  It looks attractive here.


Price:
$27.320
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Yes
2015-11-24 TOP PICK Must be logged in to use chart BDT-T Bird Construction Income Fund

Has a below market multiple at about 15X. They have about $4 per share in cash. Analysts keep on increasing their estimates to catch up to what the company is actually doing. 5.5% dividend yield.


Price:
$13.940
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2004-04-12 TOP PICK Must be logged in to use chart BNP-T Bonavista Energy Corp Yielding about 13 1/2%. Excellent management. One of the low-cost companies for adding reserves. Payout is only 60% with 40% available for growth. Have a huge land base.
Price:
$22.130
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Yes
2015-09-10 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

Whenever a bank falls 20% from its peak it is an excellent buying opportunity.  Yields 4.8% with a history of increasing dividends.  He is thinking of borrowing to invest in these types of companies.  It has a good payout ratio.


Price:
$58.690
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Yes
2004-04-12 TOP PICK Must be logged in to use chart CHE.UN-T Chemtrade Logisitics Inc. Could have further appreciation as it gets recognized. 9 1/2% yield. Had a difficult year but have been able to maintain their distributions.
Price:
$18.690
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Yes
2015-05-14 TOP PICK Must be logged in to use chart DDC-T Dominion Diamond

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 


Price:
$23.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-22 TOP PICK Must be logged in to use chart DH-T (Dead) DH Corporation

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.


Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-11-24 TOP PICK Must be logged in to use chart DH-T (Dead) DH Corporation

(A Top Pick July 22/15. Down 18.83%.) Got hit by Shorts from a hedge fund, which was unwarranted. Management did a fairly good job of fending off their criticism. Have been aggressively paying down their debt. Dividend yield of 3.83%.


Price:
$33.270
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-04-01 TOP PICK Must be logged in to use chart DSG-T Descartes

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.


Price:
$25.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 TOP PICK Must be logged in to use chart ISV-T Information Services

Has a 20-year exclusive mandate to provide land registry and affiliated services in Saskatchewan. Very, very inexpensive. Trading at 13X on a PE basis, and has something like a 10% free cash flow to enterprise value. Also, has a very low level of debt. Dividend yield of 5.68%.


Price:
$14.400
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 166 entries
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