Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 22, 2012

A hedge fund is currently trying to get them to surface some value out of their retail division. Doesn’t think this is a smart move for the company. Management can probably get a little bit better in inventory management and improving some of the margins of their retail division. Expect there is some potential for some upside surprises in earnings.

Agrium (AGU-T)
August 22, 2012

A hedge fund is currently trying to get them to surface some value out of their retail division. Doesn’t think this is a smart move for the company. Management can probably get a little bit better in inventory management and improving some of the margins of their retail division. Expect there is some potential for some upside surprises in earnings.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$100.050
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
August 22, 2012

Before buying, he would wait for some downside. Have given further guidance that they are going to cut some production. Basically trying to manage inventory because demand is weak. Expecting potential downside from volumes this year and into 2013. 52-week low was $38.31 and he would try to buy at that price.

Before buying, he would wait for some downside. Have given further guidance that they are going to cut some production. Basically trying to manage inventory because demand is weak. Expecting potential downside from volumes this year and into 2013. 52-week low was $38.31 and he would try to buy at that price.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$42.230
Owned
Unknown
COMMENT
COMMENT
August 22, 2012

Sees some upside potential. Canadian oil prices have not been nearly as strong as West Texas Intermediate. There has been a bit of a discount on heavy oil prices so a lot of Canadian producers, including this one, have been impacted by that.

Sees some upside potential. Canadian oil prices have not been nearly as strong as West Texas Intermediate. There has been a bit of a discount on heavy oil prices so a lot of Canadian producers, including this one, have been impacted by that.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$31.460
Owned
No
BUY
BUY
August 22, 2012

Had a bit of a stumble earlier this year because of natural gas liquids and frac spreads. Last quarter was not so bad. A good long-term investment.

Keyera Corp (KEY-T)
August 22, 2012

Had a bit of a stumble earlier this year because of natural gas liquids and frac spreads. Last quarter was not so bad. A good long-term investment.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$46.170
Owned
Yes
DON'T BUY
DON'T BUY
August 22, 2012

Not particularly enamoured with this stock. Would prefer Labrador Iron Ore Royalty (LIF.UN-T) because of the weakness of steel demand from China with significant weakness in the price of iron ore. This company is a bit challenged from a profitability perspective.

Not particularly enamoured with this stock. Would prefer Labrador Iron Ore Royalty (LIF.UN-T) because of the weakness of steel demand from China with significant weakness in the price of iron ore. This company is a bit challenged from a profitability perspective.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$2.110
Owned
Unknown
BUY
BUY
August 22, 2012

Collects a percentage royalty off the top making it his preferred choice in iron ore. Sees upside potential and really likes the dividend yield of 4.6%.

Collects a percentage royalty off the top making it his preferred choice in iron ore. Sees upside potential and really likes the dividend yield of 4.6%.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$32.910
Owned
Yes
DON'T BUY
DON'T BUY
August 22, 2012

Challenged on the aerospace side. Transportation business is strong but both are very exposed to the overhang of weakness in Europe. Thinks there will be some significant cutbacks in spending in that whole area. CAE (CAE-T) would be a better choice.

Challenged on the aerospace side. Transportation business is strong but both are very exposed to the overhang of weakness in Europe. Thinks there will be some significant cutbacks in spending in that whole area. CAE (CAE-T) would be a better choice.

Steve Carlin
Senior Vice President & Head of Equities, Aegon Capital Management
Price
$3.610
Owned
No