Opinions by Allan Meyer | StockChase
166
Allan Meyer

VP & Portfolio Manager

ON STOCKCHASE SINCE Apr 2004

Wickham Investment Counsel


Opinions by Allan Meyer



ABOUT CHARTS : These are thumbnail sketches of the stock prices, from the time of the opinions. The charts are not detailed, and are meant only to give an oveview (note the number of datapoints). The charts show one month of information or up to six months if you are a subscriber. Recent opinions will obviously have fewer datapoints then older opinions.


You are not seeing charts because you haven't logged in or haven't opted in

Signal Opinion Expert Chart

2016-02-05

TOP PICK
Metro Inc (A) (MRU-T)

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

food stores
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $41.090
Owned: Yes

Must be logged in to use chart

2016-02-05

PAST TOP PICK
Ritchie Bros Auctioneers Inc. (RBA-T)

(A Top Pick May 14/15. Down 6. 76 %.) This is still a Buy. Has a free cash flow to enterprise value of over 11%. Very low debt level and a healthy dividend.

specialty stores
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $32.000
Owned: Yes

Must be logged in to use chart

2016-02-05

TOP PICK
Transalta Renewables (RNW-T)

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Energy Infrastructure, Industrials & Utilities
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $10.320
Owned: Yes

Must be logged in to use chart

2016-02-05

BUY
Student Transport of America Ltd. (STB-T)

Ranks very well in his program. Has had very good earnings growth and reasonable coverage on their interest payments. Dividend yield of 12%.

Transportation
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $5.110
Owned: Unknown

Must be logged in to use chart

2016-02-05

BUY
Telus Corp (T-T)

(Market Call Minute.) At $40 or lower, this is a great buy.

telephone utilities
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $40.450
Owned: Unknown

Must be logged in to use chart

2016-02-05

COMMENT
Tricon Capital Group (TCN-T)

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.

REAL ESTATE
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $8.310
Owned: Yes

Must be logged in to use chart

2016-02-05

BUY
Toronto Dominion (TD-T)

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).

banks
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $52.400
Owned: Unknown

Must be logged in to use chart

2016-02-05

BUY
Valener Inc. (VNR-T)

(Market Call Minute.) Loves this. A nice stable business.

pipelines
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $19.720
Owned: Yes

Must be logged in to use chart

2016-02-05

COMMENT
Winpak Ltd. (WPK-T)

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.

packaging/containers
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $42.590
Owned: Yes

Must be logged in to use chart

2016-02-05

BUY
BMO Low Volatility US Equity ETF (ZLU-T)

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.

E.T.F.'s
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $28.690
Owned: Unknown

Must be logged in to use chart

2015-11-24

N/A
A Comment -- General Comments From an Expert 

Markets. US stocks look more promising than Canadian over the next year and perhaps even longer. GDP growth in the US is about twice as much as the Canadian, which is a tailwind that will favour the US market. Also, valuations are pretty attractive in the US market. It is hard to get excited about Canada when the metals are under pressure. On oil and gas, we are starting to see the light at the end of the tunnel. Banks although favoured are still under pressure.

Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $0.020
Owned: _N/A

Must be logged in to use chart

2015-11-24

BUY
Alaris Royalty (AD-T)

Great company. Selling at less than 13X on a earnings basis and the debt is very, very low. Also, pays a decent dividend. Earnings have been a little disappointing, but think that is a short term blip. Have a very well thought out strategy for delivering earnings to the companies. A great entry point.

Financial Services
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $24.600
Owned: Yes

Must be logged in to use chart

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

Must be logged in to use chart

2015-11-24

HOLD
Canadian Oil Sands (COS-T (Acquired)

Should the offer from Suncor (SU-T) be accepted? He thinks Suncor is going to do a better job with those assets than Canadian Oil Sands. This is very opportunistic of Suncor to be doing this at this time. Doesn’t expect there will be a better offer coming. There aren’t a lot of companies that can buy an asset this size.

oil/gas
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $8.820
Owned: Unknown

Must be logged in to use chart

2015-11-24

COMMENT
Dividend 15 Split Corp. (DFN-T)

This is kind of a leveraged play on high yielding common share. Some of them are really good.

investment companies/funds
Allan Meyer

VP & Portfolio Manager, Wickham Investment Counsel

Price: $10.840
Owned: Unknown

Must be logged in to use chart
Showing 46 to 60 of 166 entries
<< < 2 3 4 5 6 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company