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Dean Smith

Dean Smith

VP & Associate Portfolio Manager at Gluskin Sheff and Associates

Member since: Aug '09 · 5 Opinions

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1550+ opinions with 4.81 rating (one of the best performing expert)

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Stock Opinions by Dean Smith

BUY

Brookfield Asset Management Inc.(BAM-N)

Aug 12, 2009
2 parts, Brookfield Properties and 60% Brookfield Renewable Properties consisting of renewable power, hydro in NE US and Ontario. Very projectable cash flows and reasonable CapX expenditures. Their properties have about 95% occupancy with about a 4% lease roll over.
Dean SmithDean Smith
Owned
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$20.290

Stock price when the opinion was issued

management diversified
COMMENT

A Comment -- General Comments From an Expert(A Commentary)

Aug 12, 2009
Greater Toronto Airport bonds 6.5% expiring 2029. That’s a long duration, which will have a negative impact on the price. Keep you duration short on corporate bonds.
Dean SmithDean Smith
Owned
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TOP PICK

Thomson Reuters Corp(TRI-T)

Aug 12, 2009
6% bond maturing March 31/16. (This is one of the longest durations they have in the portfolio.) Likes corporations with reasonably predictable cash flows.
Dean SmithDean Smith
Owned
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$36.030

Stock price when the opinion was issued

publishing printing
TOP PICK

Shaw Communication (B)(SJR.B-T)

Aug 12, 2009
6.5% bond maturing June 2/14. Very stable company and was recently upgraded to BBB. Have enough cash flow to cover the interest 6.5 times.
Dean SmithDean Smith
Owned
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$18.250

Stock price when the opinion was issued

Cable
BUY

Bank of Montreal(BMO-T)

Aug 12, 2009
Bonds. Views on this bank are increasingly positive as time goes on. A good one would be 5.2% due 2012. Subordinated debt.
Dean SmithDean Smith
Unknown
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$50.830

Stock price when the opinion was issued

banks
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