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 BUY Must be logged in to use chart ZWB-T BMO Covered Call Cdn Banks ETF

High quality product. Great diversification. He favours this as an investment going forward.


Price:
$16.110
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Unknown
2016-04-01 COMMENT Must be logged in to use chart ZWB-T BMO Covered Call Cdn Banks ETF

This gets extra income from writing Calls options on the banks. If you do have a good run on a bank, you can get called out and not capture the full upside. Good dividend which is targeted, rather than having fully earned it.


Price:
$15.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 BUY on WEAKNESS Must be logged in to use chart ZRE-T BMO Equal Weight REITs Index

(Market Call Minute.) He generally thinks that REITs are great. Have increased recently, but have been undervalued for a long time. Feels they may pull back in the short term, and he would Buy on the dip.


Price:
$18.920
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2015-11-24 COMMENT Must be logged in to use chart ZQQ-T BMO NASDAQ 100 Equity Hedged-Cdn$

He likes to hedge to the Cdn$ where he can. With the currency the way it is, you can lose or gain 10% very quickly. He likes to remove the currency risk if he can.


Price:
$36.140
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-11-24 HOLD Must be logged in to use chart ZPR-T BMO S&P/TSX Laddered Preferred

This gives great diversification with a higher dividend and gives you instant diversification with hundreds of preferred shares. He likes the ladder component. As interest rates rise, you are going to have shares redeemed and invested at a higher rate. However, as interest rates have stayed lower longer than expected, we are now starting to get resets at a much lower level. Preferreds have come under tremendous pressure. Probably overdone in the short term and have gone down to very low values.


Price:
$10.540
Subject:
CANADIAN & ETF's
Bias:
BULLISH on US MARKET
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
2015-09-10 BUY Must be logged in to use chart ZEB-T BMO Equal Weight Bank ETF

The 6 big banks over the long term are one of the best areas to go into.  He likes equal weight and likes CEW-T because of the insurance companies but this one is good.  TD-T, BNS-T and RY-T are his favourites if you don’t like an ETF.


Price:
$21.070
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Unknown
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
2015-07-22 BUY Must be logged in to use chart XSP-T iShares S&P 500 (CAD-Hedged) ETF

ETF’s or stocks for $5000 a year TFSA account on a 10-12 your hold? He thinks a broad-based ETF would make a lot of sense. One of the indexes that he likes is the S&P 500, which is much better diversified than the Canadian one.


Price:
$24.410
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-07-22 COMMENT Must be logged in to use chart XSP-T iShares S&P 500 (CAD-Hedged) ETF

An all season ETF for a dividend investor? He likes this one which gives you a much better diversification than you can get in the Canadian market. Their currency on this has been hedged away, so you are not going to worry about it going up and down, especially over a long time frame. If you want to be a bit more aggressive, there is the Purpose Core Dividend Fund (PDF-T).


Price:
$24.410
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2015-09-10 COMMENT Must be logged in to use chart XIC-T iShares S&P/TSX Capped Comp. ETF

Exposure to a broad market.  It is well disposed toward someone who is a trader.  For an investor, he would recommend XSP-T.  You take away the currency risk. 


Price:
$21.590
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Unknown
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
2015-05-14 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
2015-07-22 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
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
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
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
2015-05-14 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
2015-05-14 HOLD Must be logged in to use chart TRP-T TransCanada Corp

It is good for widows and orphans.  It does not quite make the grade in his strategy.  He would rather have IPL-T and others.  It is fine but don’t expect large increase in the dividend going forward.


Price:
$53.610
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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
2016-04-01 COMMENT Must be logged in to use chart TOU-T Tourmaline Oil Corp

You have to like natural gas and the energy area, and that you are going to see some recovery. If he were going to be buying an oil or gas company, this would be in the top 4 of choices. They are very good at keeping their costs down.


Price:
$26.000
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
2016-04-01 COMMENT Must be logged in to use chart TD-T Toronto Dominion

Wait until after earnings in case low energy prices have trickled down? He likes the banks. Great dividends of around 4% and great opportunities to increase dividends by 5%-7%. Thinks concerns on bad loans due to oil prices is getting a little overdone. They have been setting money aside to deal with bad loans.


Price:
$56.100
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
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
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
Showing 1 to 30 of 166 entries
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