Opinions by Allan Meyer | StockChase
166
Allan Meyer

VP & Portfolio Manager

ON STOCKCHASE SINCE Apr 2004

Wickham Investment Counsel


Opinions by Allan Meyer



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2015-05-14

WEAK BUY
BCE Inc. (BCE-T)

A good 5% dividend. Prefers BPF.UN-T.

telephone utilities
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $53.240
Owned: Unknown

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2015-09-10

WATCH
Ag Growth International Inc (AFN-T)

He used to own it, but it got kicked out of his portfolio.  They are exposed to the growing cycle with the crops.  They are now exposed to South America.

machinery
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $37.910
Owned: No

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2015-09-10

WATCH
Freehold Royalties (FRU-T)

It depends on your time frame whether you hold or sell.  You have to sell if you have a short term view.  Until oil prices improve and get them higher royalties, it is one of the more solid companies out there.  He has no exposure to this industry at this time.

oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $10.210
Owned: No

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2015-09-10

WATCH
Trican Well Service Ltd. (TCW-T)

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.

oil/gas field services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $1.690
Owned: Unknown

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2004-04-12

WAIT
Canadian Oil Sands (COS-T (Acquired)
Likes their long life reserves. Not happy with the volatility of oil prices. Had some cost overruns.
oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $44.500
Owned: No

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2015-09-10

TOP PICK
Alaris Royalty (AD-T)

6% yield.  A royalty company run by a CEO who is a CFA.  The fluctuations in revenue don’t fall outside of their boundaries.  They increased their dividend over the last two years, monthly.  It looks attractive here.

Financial Services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $27.320
Owned: Yes

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2015-11-24

TOP PICK
Bird Construction Income Fund (BDT-T)

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.

REAL ESTATE
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $13.940
Owned: Yes

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2004-04-12

TOP PICK
Bonavista Energy Corp (BNP-T)
Yielding about 13 1/2%. Excellent management. One of the low-cost companies for adding reserves. Payout is only 60% with 40% available for growth. Have a huge land base.
oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $22.130
Owned: Yes

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2015-09-10

TOP PICK
Bank of Nova Scotia (BNS-T)

Whenever a bank falls 20% from its peak it is an excellent buying opportunity.  Yields 4.8% with a history of increasing dividends.  He is thinking of borrowing to invest in these types of companies.  It has a good payout ratio.

banks
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $58.690
Owned: Yes

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2004-04-12

TOP PICK
Chemtrade Logisitics Inc. (CHE.UN-T)
Could have further appreciation as it gets recognized. 9 1/2% yield. Had a difficult year but have been able to maintain their distributions.
investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $18.690
Owned: Yes

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2015-05-14

TOP PICK
Dominion Diamond (DDC-T)

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 

precious metals
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $23.750
Owned: Yes

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2015-07-22

TOP PICK
DH Corporation (DH-T (Dead))

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.

other services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $41.550
Owned: Yes

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2015-11-24

TOP PICK
DH Corporation (DH-T (Dead))

(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%.

other services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $33.270
Owned: Yes

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2016-04-01

TOP PICK
Descartes (DSG-T)

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.

computer software/processing
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $25.720
Owned: Yes

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2016-04-01

TOP PICK
Information Services (ISV-T)

Has a 20-year exclusive mandate to provide land registry and affiliated services in Saskatchewan. Very, very inexpensive. Trading at 13X on a PE basis, and has something like a 10% free cash flow to enterprise value. Also, has a very low level of debt. Dividend yield of 5.68%.

Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $14.400
Owned: Yes

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