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Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Greg Guichon

BUY
67% oil. 10% yield with a 71% payout. A combination of oil production and gas refining.
oil / gas
DON'T BUY
Oil-based trust with a yield in the 14% range. Payout ratio is in the 70% range. The assets they took on from Viking are not the highest quality. Sold his holdings because of the integration risks.
investment companies / funds
BUY
Arc Resources Ltd
Equally weighted in oil/gas. Excellent management. Actively traded in the US.
oil / gas
BUY
This was an amalgamation of 3 large senior citizens residences and initially there was disappointment in the lack of synergies. Believes it is a good place to be in the long-term.
property mngmnt / investment
DON'T BUY
Tree Island Steel
16% yield in their market is expecting a decrease. Can have a lot of competition in nail production and weakening housing sales can be a problem.
INDUSTRIAL PRODUCTS
DON'T BUY
Passed on the original IPO as the government would be selling their holdings in 6 months. Also was not convinced that management would stick around. Likes the model and the business.
Financial Services
COMMENT
Trilogy Energy Corp
8% gas. 13% yield. All bets are off regarding distribution cuts. Doesn't think there is much risk to the underlying trust however. Good management.
oil / gas
BUY
58% gas weighted. Excellent management. Current yield of about 11% but has a very low payout ratio.
oil / gas
PAST TOP PICK
(A Top Pick Apr 28/06. Down 7.4%.) Getting caught in the decline of need of drilling rigs. A very good trust.
oil / gas field services
TOP PICK
An excellent play on oil. They made some interesting acquisitions. Good management. Excellent technical expertise. 10.5% yield.
oil / gas
TOP PICK
Current yield of 8.5%. Mortgage broker, but also manages mortgages. Have software that allows mortgage brokers to get real-time information about mortgage applications. Gives them a very strong niche.
Financial Services
SELL
Cinram
Excellent management and balance sheet. Didn't like the changes in technology were they were going from CDs and DVDs to a new format and the new format is unclear. Also not sure what the CapX requirements would be to move over.
misc industrial products
BUY
Newalta Corp
Low yield of about 6.7%. This is a growth part of a portfolio. They clean up waste in the oil patch. Very high margins. Low payout ratio of about 67%.
Transportation & Environmental Services
DON'T BUY
Just made an acquisition. Made 2 distribution cuts this year. Payout ratio is too high.
investment companies / funds
DON'T BUY
When they emerged in with Bumble Bee they strayed away from their core competencies. It has taken 1 or 2 years for the integrated company to put through all the cost savings. The cost savings may be starting to kick in. Very competitive business.
investment companies / funds
Showing 1 to 15 of 133 entries