Viewing Expert Allan Meyer | StockChase
stockchase picture

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 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 16 to 30 of 166 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.