Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 17, 2009
3 divisions. 1) Oilfield camps, 2) oilfield tool rentals and 3) temporary workforce accommodation. Converting to a Corp. Very low payout ratio at about 31%. Good revenue. Good growth potential because of what is happening in the Horn River area in B.C. Just announced a partnership with an aboriginal group.
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Black Diamond Group (BDI-T)
September 17, 2009
3 divisions. 1) Oilfield camps, 2) oilfield tool rentals and 3) temporary workforce accommodation. Converting to a Corp. Very low payout ratio at about 31%. Good revenue. Good growth potential because of what is happening in the Horn River area in B.C. Just announced a partnership with an aboriginal group.
TOP PICK
TOP PICK
September 17, 2009
Specializes in heavy oil software. Global clients. Management owns about 16%. No debt. Revenue is like an annuity in that it keeps coming in. 4.6% yield
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Specializes in heavy oil software. Global clients. Management owns about 16%. No debt. Revenue is like an annuity in that it keeps coming in. 4.6% yield
TOP PICK
TOP PICK
September 17, 2009
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
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Cargojet Inc (CJT-T)
September 17, 2009
Provides overnight time sensitive air cargo in Canada. Trades at a cheap valuation. Management owns about 25%. Payout ratio of about 28% and expects a special dividend in Q4. 50% market share and gradually getting more business.
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Up 17.27%.) Very strong food distributor in Quebec and expanding into Ontario. Converted to a Corp. but still maintain the dividend.
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Colabor Group Inc. (GCL-T)
September 17, 2009
(A Top Pick Sept 19/08. Up 17.27%.) Very strong food distributor in Quebec and expanding into Ontario. Converted to a Corp. but still maintain the dividend.
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Up 18.28%.) Retail gas distribution in Western Canada but has expanded into Ontario. Well managed. Will probably acquire some of the Suncor (SU-T) gas stations that have to be divested.
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Parkland Fuel Corp (PKI-T)
September 17, 2009
(A Top Pick Sept 19/08. Up 18.28%.) Retail gas distribution in Western Canada but has expanded into Ontario. Well managed. Will probably acquire some of the Suncor (SU-T) gas stations that have to be divested.
PAST TOP PICK
PAST TOP PICK
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
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Morneau Shepell Inc (MSI-T)
September 17, 2009
(A Top Pick Sept 19/08. Down 13.91%.) Pension benefits consulting industry. Generates a lot of free cash flow. Acquired some tax losses so when they convert to a Corp. they won't be fully taxed. Still a Buy.
DON'T BUY
DON'T BUY
September 17, 2009
Think they'll have trouble maintaining the dividends. Have to negotiate their support agreement with their parent, Air Canada.
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Chorus Aviation Inc (CHR-T)
September 17, 2009
Think they'll have trouble maintaining the dividends. Have to negotiate their support agreement with their parent, Air Canada.