Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 20, 2010
Have done a very good job. Grown mostly through acquisitions. Seem to be a perpetual issuer of capital so very difficult to get a clean look at their financial statements.
Show full opinionHide full opinion
Have done a very good job. Grown mostly through acquisitions. Seem to be a perpetual issuer of capital so very difficult to get a clean look at their financial statements.
BUY
BUY
September 20, 2010
ATMs in convenience stores, shopping malls, etc. Expect that to continue to grow at about 5%-10% over the next few years. 6.9% yield.
Show full opinionHide full opinion
ATMs in convenience stores, shopping malls, etc. Expect that to continue to grow at about 5%-10% over the next few years. 6.9% yield.
DON'T BUY
DON'T BUY
September 20, 2010
Cardium, Monte frac and US frac plays have been very active but unfortunately, conventional wells have not been doing as well. Will depend on the commodity price.
Show full opinionHide full opinion
Precision Drilling (PD-T)
September 20, 2010
Cardium, Monte frac and US frac plays have been very active but unfortunately, conventional wells have not been doing as well. Will depend on the commodity price.
BUY
BUY
September 20, 2010
A top 3 municipal bus manufacturer in North America. Difficult to make a call on future growth because it depends on different governments that are short of cash. However backlog looks very healthy.
Show full opinionHide full opinion
A top 3 municipal bus manufacturer in North America. Difficult to make a call on future growth because it depends on different governments that are short of cash. However backlog looks very healthy.
BUY
BUY
September 20, 2010
Results out of Cardium wells have created a spike in stock prices. Still undervalued. Fair value would be $14-$15.
Show full opinionHide full opinion
NAL Energy Corp (NAE-T)
September 20, 2010
Results out of Cardium wells have created a spike in stock prices. Still undervalued. Fair value would be $14-$15.
COMMENT
COMMENT
September 20, 2010
Will be converting. As part of distributions, you will get a share plus $5 of long-term debt due 2024. Fundamentals have not changed. If you own, you might want to check to see how taxation will affect you in 2011. Likes this one but feels it is fully priced.
Show full opinionHide full opinion
Will be converting. As part of distributions, you will get a share plus $5 of long-term debt due 2024. Fundamentals have not changed. If you own, you might want to check to see how taxation will affect you in 2011. Likes this one but feels it is fully priced.
TOP PICK
TOP PICK
September 20, 2010
Regulated by government and believes ROE’s allowed are about to be raised from 9% to about 10.5%. Loves the dividend. Utilities have done very well.
Show full opinionHide full opinion
Emera Inc (EMA-T)
September 20, 2010
Regulated by government and believes ROE’s allowed are about to be raised from 9% to about 10.5%. Loves the dividend. Utilities have done very well.