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
2015-11-24 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
2015-11-24 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

Would you average up? He loves this company. It has a pretty high PE ratio, so if they should disappoint on their earnings as some point, you could see a pretty good correction. Have been delivering on the results and have done a wonderful job. He would hesitate to average up at this point.


Price:
$89.090
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-11-24 COMMENT Must be logged in to use chart ENB-T Enbridge

Debt levels to equity are way too high for his portfolios. He is a little concerned about how they have low interest coverage at this point. A great, stable business, but paying out a little bit more on the dividend, so the payout level is high. They either have to grow the business or cut the dividend.


Price:
$48.710
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-11-24 COMMENT Must be logged in to use chart GWO-T Great West Lifeco

Great West Life (GWO-T), Manulife (MFC-T) or Sun Life (SLF-T) for the best upside? That’s a tough question, because he likes all 3. Insurance companies will do well in the economy he sees going forward. Lifecos have a little bit more torque on the upside with rising interest rates. Right now Manulife would be his favourite.


Price:
$35.590
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart HBC-T Hudson Bay Co.

This is like having 2 faces. One side retail and one side real estate. It looks like it is reasonable value on a real estate basis, and that you are buying the rest of the operations for free. Doesn’t rank really well on a P/E basis as a retailer, but as real estate it looks quite reasonable. Analysts have been increasing their estimates on this. Looks interesting here.


Price:
$21.040
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-11-24 COMMENT Must be logged in to use chart MFC-T Manulife Financial

Great West Life (GWO-T), Manulife (MFC-T) or Sun Life (SLF-T) for the best upside? That’s a tough question, because he likes all 3. Insurance companies will do well in the economy he sees going forward. Lifecos have a little bit more torque on the upside with rising interest rates. Right now this would be his favourite.


Price:
$21.750
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart MG-T Magna Int'l. (A)

There has been some weakness recently and it looks like there is some very good value at this point.


Price:
$59.410
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 TOP PICK Must be logged in to use chart MIC-T Genworth MI Canada Inc.

Default mortgage insurance providers.  Likes the dividend yield of 5.66%. Cheap on a PE basis at about 8X. Also, trading below BV. There is a large Short position on this, which could result in a very nice upside as the Shorts are focusing too much on the valuation of the housing market. There are definitely pockets in Toronto and Vancouver, but doesn’t feel this is a problem for this company.


Price:
$29.680
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 PAST TOP PICK Must be logged in to use chart RCH-T Richelieu Hardware

(A Top Pick July 22/15. Up 8.28%.) This does the supplying into retail hardware stores.


Price:
$70.650
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 BUY Must be logged in to use chart RY-T Royal Bank

Hold or switch to a US bank? You have to have some Canadian banks and this is one that he would definitely be buying. Doesn’t think the banks are going to give us spectacular growth, but they will give us solid performance. You will see dividend increases going forward.


Price:
$75.260
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart SLF-T Sun Life Financial Inc

Great West Life (GWO-T), Manulife (MFC-T) or Sun Life (SLF-T) for the best upside? That’s a tough question, because he likes all 3. Insurance companies will do well in the economy he sees going forward. Lifecos have a little bit more torque on the upside with rising interest rates. Right now Manulife would be his favourite.


Price:
$43.740
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart SPB-T Superior Plus Corp

Has a pretty healthy PE ratio. Dividend yield of 7%+ and ranks pretty well on his metrics. However, analysts have been bringing their estimates down recently, so he would be careful in the short term.


Price:
$10.240
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-11-24 DON'T BUY Must be logged in to use chart STB-T Student Transport of America Ltd.

Not a fan of this. Ranks reasonably well. Has such a large P/E ratio that he has been scared off. Book Value has been written down to practically nothing. Analysts have been cutting back on their estimates too, so be careful.


Price:
$5.440
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
No
2015-11-24 COMMENT Must be logged in to use chart T-T Telus Corp

Great company. Probably a little bit growthier than some of the others. On his Safety & Value strategy, it rates very, very well, probably in the top quartile of the names that he is looking at.


Price:
$41.330
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 COMMENT Must be logged in to use chart TOU-T Tourmaline Oil Corp

Over 80% in natural gas. If you have a longer timeframe, this is definitely one of those companies he would consider buying if natural gas prices turn up. Well managed. They keep their cost structure way down. It might be a year before you see any movement in natural gas prices.


Price:
$25.730
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Unknown
Showing 61 to 75 of 166 entries
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