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
2016-02-05 TOP PICK Must be logged in to use chart MRU-T Metro Inc (A)

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.


Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 PAST TOP PICK Must be logged in to use chart RBA-T Ritchie Bros Auctioneers Inc.

(A Top Pick May 14/15. Down 6. 76 %.) This is still a Buy. Has a free cash flow to enterprise value of over 11%. Very low debt level and a healthy dividend.


Price:
$32.000
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Must be logged in to use chart RNW-T Transalta Renewables

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.


Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 BUY Must be logged in to use chart STB-T Student Transport of America Ltd.

Ranks very well in his program. Has had very good earnings growth and reasonable coverage on their interest payments. Dividend yield of 12%.


Price:
$5.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-02-05 BUY Must be logged in to use chart T-T Telus Corp

(Market Call Minute.) At $40 or lower, this is a great buy.


Price:
$40.450
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
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
2016-02-05 BUY Must be logged in to use chart TD-T Toronto Dominion

Banks have come off 5%-17% from their recent highs, and this is a great buying opportunity. You are getting them well below market multiples. He prefers using the BMO S&P TSX Equal Weight Bank Index (ZEB-T).


Price:
$52.400
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
2016-02-05 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
2016-02-05 BUY Must be logged in to use chart ZLU-T BMO Low Volatility US Equity ETF

BMO has a great suite of ETF’s. This one has done very, very well. You can buy this and set it aside, and you are going to do well.


Price:
$28.690
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2015-11-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. US stocks look more promising than Canadian over the next year and perhaps even longer. GDP growth in the US is about twice as much as the Canadian, which is a tailwind that will favour the US market. Also, valuations are pretty attractive in the US market. It is hard to get excited about Canada when the metals are under pressure. On oil and gas, we are starting to see the light at the end of the tunnel. Banks although favoured are still under pressure.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
_N/A
2015-11-24 BUY Must be logged in to use chart AD-T Alaris Royalty

Great company. Selling at less than 13X on a earnings basis and the debt is very, very low. Also, pays a decent dividend. Earnings have been a little disappointing, but think that is a short term blip. Have a very well thought out strategy for delivering earnings to the companies. A great entry point.


Price:
$24.600
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
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
2015-11-24 HOLD Must be logged in to use chart COS-T (Acquired Canadian Oil Sands

Should the offer from Suncor (SU-T) be accepted? He thinks Suncor is going to do a better job with those assets than Canadian Oil Sands. This is very opportunistic of Suncor to be doing this at this time. Doesn’t expect there will be a better offer coming. There aren’t a lot of companies that can buy an asset this size.


Price:
$8.820
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Unknown
2015-11-24 COMMENT Must be logged in to use chart DFN-T Dividend 15 Split Corp.

This is kind of a leveraged play on high yielding common share. Some of them are really good.


Price:
$10.840
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Unknown
Showing 46 to 60 of 166 entries
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