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 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
2016-04-01 BUY Must be logged in to use chart TCN-T Tricon Capital Group

(Market Call Minute.) Favours this for the long-term. It has swooned over the last few months, and thinks this is really good value here. It gives you exposure to the US housing and rental market.


Price:
$8.880
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 BUY Must be logged in to use chart T-T Telus Corp

He is not concerned about the short term move.  You have a decent dividend and good growth prospects.  A wonderful history of increasing dividends.


Price:
$41.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
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
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
2015-07-22 COMMENT Must be logged in to use chart SVC-T (Dead) Sandvine Corp.

Rates in the 1st quartile in his strategy ranking. It does not pay a dividend. PE is a little high, but it has great free cash flow at about 7.8%. You don’t buy this for the dividend, you buy it for the increase in value. They have no debt.


Price:
$3.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-09-10 DON'T BUY Must be logged in to use chart SVC-T (Dead) Sandvine Corp.

The earnings came in lower than expected.  The sales pipeline is taking longer on these larger contracts. but the market will only be so patient.  The debt is not excessive and they show up as good value, but pushing out contracts concerns him.  It might get taken out and the cash flow is very attractive.


Price:
$2.530
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Unknown
2015-05-14 HOLD Must be logged in to use chart SU-T Suncor Energy Inc

As long as you get higher oil prices you will get growth.  He pared back his oil and gas exposure over the last months.  He can’t justify a full market exposure for his conservative clients.  He prefers pipelines and so on.


Price:
$36.300
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2015-09-10 DON'T BUY Must be logged in to use chart SU-T Suncor Energy Inc

We are getting a lot closer in this industry, but he is cautious with this one now.  It is expensive on a PE basis.  They are having problems with some of their operations and there is negative publicity about the oil sands.


Price:
$35.030
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
No
2015-09-10 BUY Must be logged in to use chart STN-T Stantec Inc

Prefers over SNC-T because the RCMP is not marching into their offices.  It is one of the companies in his safety and value strategy.  He just bought ARE-T as well.


Price:
$30.390
Subject:
CANADIAN & ETF's
Bias:
BULLISH on ECONOMY
Owned:
Yes
2015-05-14 DON'T BUY Must be logged in to use chart STB-T Student Transport of America Ltd.

It has a significant short position.  They have a higher debt level than he focuses on.  They are okay on the interest coverage, but he is just not a fan.  We are getting closer to the end of the school year.


Price:
$6.470
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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
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
2004-04-12 HOLD Must be logged in to use chart SRU.UN-T Smart REIT This is a favorite. Think the distributions will be increased. The US REIT's were off last week which probably had some effect on the stock. Could have more weakness.
Price:
$16.000
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Yes
2004-04-12 BUY Must be logged in to use chart SPB-T Superior Plus Corp Instead of paying a bonus payment this year, they decided to level their payments and this created a drop in the price. Disbursements have been increased. Great management.
Price:
$26.360
Subject:
INCOME TRUSTS
Bias:
BULL on INCOME TRUSTS
Owned:
Unknown
Showing 31 to 45 of 166 entries
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