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
2004-04-12 BUY Must be logged in to use chart Y-T Yellow Media Inc Very high quality. Very comfortable with the payments and that they will be maintained. Expects an increase.
Price:
$11.760
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Yes
2015-05-14 BUY Must be logged in to use chart WPK-T Winpak Ltd.

A significant holding.  He likes their operations.  Good balance sheet and low debt level.  You could see dividend increases.  They keep surprising to the upside.


Price:
$39.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-07-22 TOP PICK Must be logged in to use chart WPK-T Winpak Ltd.

Has a wide variety of packaging stuff and are also into the pharmaceuticals as well. This has been one of the best performing stocks that he has owned. Management owns over 50% of the shares. Dividend yield of 0.28%.


Price:
$43.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-09-10 PAST TOP PICK Must be logged in to use chart WPK-T Winpak Ltd.

(Top Pick Jul 22/15, Down 8.47%) The weaker Canadian dollar should be beneficial to them.  It has had wonderful performance over the last few years.  It has decent forward cash flow.  They basically don’t have any debt.  It may be a buying opportunity at these levels.


Price:
$39.630
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Yes
2015-11-24 PAST TOP PICK Must be logged in to use chart WPK-T Winpak Ltd.

(A Top Pick July 22/15. Up 5.45%.) One of the best performers that he has had. A global play on food packaging. Insiders own a significant part of the company.


Price:
$43.860
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-02-05 COMMENT Must be logged in to use chart WPK-T Winpak Ltd.

Likes this company. No debt. Has a market multiple, so is not cheap, but has been a great performer over the last year. Good free cash flow to enterprise value.


Price:
$42.590
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2015-11-24 HOLD Must be logged in to use chart WTE-T Westshore Terminals Inc.

Large coal export facility in BC. Just cut their dividend because the coal business is in trouble. This rates pretty high in his ratings. It has a low PE. China does need our metallurgical coal, so they will utilize these terminals.


Price:
$18.970
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-07-22 COMMENT Must be logged in to use chart WJA-T Westjet Airlines

This has come under a lot of pressure. There has been talk of the pilots unionizing. Also, they recently cut their 2nd quarter revenue forecasts. Analysts are now seeing that it has overshot on the downside and you need to pick it up. PE is less than 8 times. There should be further upside from here.


Price:
$21.330
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 BUY on WEAKNESS Must be logged in to use chart VET-T Vermilion Energy Inc

It is a wonderful company and he would look to buy it on a pullback.  They have operations around the world. 


Price:
$55.070
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-04-01 COMMENT Must be logged in to use chart VUS-T Vanguard MSCI U.S. Broad Mkt ETF Cdn Hedge

He likes the US market, and you are getting the broadest exposure with this instrument. Vanguard is noted for having some of the lowest MERs. Their hedging is very reasonable. Unfortunately that hedging didn’t help you last year.


Price:
$40.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-02-05 BUY Must be logged in to use chart VNR-T Valener Inc.

(Market Call Minute.) Loves this. A nice stable business.


Price:
$19.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 TOP PICK Must be logged in to use chart VNR-T Valener Inc.

This gives you a play on Gaz Metro, the big Quebec gas utility. Likes the dependable, forecastable nature of its gas distribution. Has 7% free cash flow Enterprise Value. Dividend yield of 5.25%.


Price:
$20.780
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart VRX-T Valeant Pharmaceuticals

Domiciled in Canada, but the vast majority of their sales are outside of Canada. Forward PE is trading at 8 times, but trailing more than 30 times. Hopefully they will be able to continue delivering on results and will grow into their multiple. One of his concerns is that they make a lot of acquisitions. Management has explained how they are very disciplined in doing that, and they seem to have a well thought out strategy. However, wonders about the skeletons in the closets that they don’t know about and only find out afterwards. Tends to stay away from companies that make lots of acquisitions.


Price:
$116.360
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-07-22 BUY Must be logged in to use chart TCN-T Tricon Capital Group

This has housing in the US. One of his favourites. Good cash flow that is very reasonable. Debt to equity is about 30%.


Price:
$11.970
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 COMMENT Must be logged in to use chart TCN-T Tricon Capital Group

A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.


Price:
$8.310
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 166 entries
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