Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 7, 2008
One of the dominant providers of oil/gas services in northern Texas and the Hainsville shale area. This is an area that has seen exponential growth in the last couple of years. Business should grow in the 35%/40% in the next year and probably another 35% the year after. Potential takeover target.
One of the dominant providers of oil/gas services in northern Texas and the Hainsville shale area. This is an area that has seen exponential growth in the last couple of years. Business should grow in the 35%/40% in the next year and probably another 35% the year after. Potential takeover target.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$6.720
Owned
Yes
TOP PICK
TOP PICK
August 7, 2008
Newport Partners 7% bonds maturing Dec 31/12. Probably have $150 of the asset coverage for every $100 of bonds outstanding which gives a tremendous amount of safety. Trades at a 30% discount to its par value.
Newport Inc (NP-T)
August 7, 2008
Newport Partners 7% bonds maturing Dec 31/12. Probably have $150 of the asset coverage for every $100 of bonds outstanding which gives a tremendous amount of safety. Trades at a 30% discount to its par value.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$0.020
Owned
Yes
TOP PICK
TOP PICK
August 7, 2008
Has been concern on all oil/gas related firms including trusts. Have been under pressure as of late but at the end of the day this one is one of the best companies to own in Western Canada. Produces predominantly in Saskatchewan through the Bakken play. Has a drilling inventory probably in excess of 10 years.
Has been concern on all oil/gas related firms including trusts. Have been under pressure as of late but at the end of the day this one is one of the best companies to own in Western Canada. Produces predominantly in Saskatchewan through the Bakken play. Has a drilling inventory probably in excess of 10 years.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$36.980
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 7, 2008
(A Top Pick July 23/07. Down 4% total return.) Still likes and have been buying in the recent lows. Feels the movie going experience is a defensive play. The cine media side (commercials) has been growing quite substantially. Top-notch management team.
Cineplex Inc (CGX-T)
August 7, 2008
(A Top Pick July 23/07. Down 4% total return.) Still likes and have been buying in the recent lows. Feels the movie going experience is a defensive play. The cine media side (commercials) has been growing quite substantially. Top-notch management team.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$14.710
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 7, 2008
(A Top Pick July 23/07. Down 40% total return.) Was a seller at higher prices. Have changed their philosophy, which makes him a little bit more optimistic. Instead of acquiring, they are focusing on their operations. One of the best operators in their business. Cost pressures are hurting their bottom line.
(A Top Pick July 23/07. Down 40% total return.) Was a seller at higher prices. Have changed their philosophy, which makes him a little bit more optimistic. Instead of acquiring, they are focusing on their operations. One of the best operators in their business. Cost pressures are hurting their bottom line.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$8.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 7, 2008
(A Top Pick July 23/07. Up 55% total return.) They will generate a ton of cash and most of it will come back to investors in terms of a healthy dividend.
(A Top Pick July 23/07. Up 55% total return.) They will generate a ton of cash and most of it will come back to investors in terms of a healthy dividend.
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$49.800
Owned
Yes
BUY
BUY
August 7, 2008
Largest driller in Western Canada. Because of higher energy prices, drilling activity has been significantly higher in the last year. They are also expected to look for acquisitions in the US. (See Top Picks.)
Largest driller in Western Canada. Because of higher energy prices, drilling activity has been significantly higher in the last year. They are also expected to look for acquisitions in the US. (See Top Picks.)
Ben Cheng
President and Chief Investment Officer, Aston Hill Financial Ltd.
Price
$22.000
Owned
Unknown