Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 23, 2012

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

Altagas Ltd (ALA-T)
August 23, 2012

(Top Pick Feb 27, 2009, Up 207.69% Total Return) Visible pipeline of growth of high quality projects. Secure cash flow streams. Currently projects are on time and on budget. Earnings growth. It should re-rate this company over time. Likely a dividend increase in Q4. 4.3% dividend Would be comfortable adding today, or stagger over next little while.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$31.480
Owned
Yes
TOP PICK
TOP PICK
August 23, 2012

Good, top quality domestic bank platform. Will be able to weather the storm better than others. 3.5% dividend yield that he expects to be boosted. Report next week and he expects them to be at the top of the list. Over time there is potential for the entire bank group to be valued upward. Would be comfortable adding today, or staggering over next little while.

Toronto Dominion (TD-T)
August 23, 2012

Good, top quality domestic bank platform. Will be able to weather the storm better than others. 3.5% dividend yield that he expects to be boosted. Report next week and he expects them to be at the top of the list. Over time there is potential for the entire bank group to be valued upward. Would be comfortable adding today, or staggering over next little while.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$80.500
Owned
Yes
TOP PICK
TOP PICK
August 23, 2012

2.7% dividend. With differential between heavy oil and WTI being volatile, this one has the refining business, which offsets it. Is trading below pier averages. Would be comfortable adding today, or staggering over next little while.

Cenovus Energy (CVE-T)
August 23, 2012

2.7% dividend. With differential between heavy oil and WTI being volatile, this one has the refining business, which offsets it. Is trading below pier averages. Would be comfortable adding today, or staggering over next little while.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$32.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2012

(Top Pick Feb 27, 2009, Up 123.55% Total Return)

(Top Pick Feb 27, 2009, Up 123.55% Total Return)

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$41.090
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 23, 2012

(Top Pick Feb 27, 2009, Up 329.99% Total Return)

(Top Pick Feb 27, 2009, Up 329.99% Total Return)

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$25.530
Owned
Yes
HOLD
HOLD
August 23, 2012

Good performing stock. Has been volatile and more recent past has been kind. Have done a good job of repositioning and selling US assets. Always prudent to trim after a good run. Buy at sub-$10 level.

Good performing stock. Has been volatile and more recent past has been kind. Have done a good job of repositioning and selling US assets. Always prudent to trim after a good run. Buy at sub-$10 level.

Kevin Hall BComm, CFA
Managing Director, Guardian Capital
Price
$10.450
Owned
Yes
COMMENT
COMMENT
August 23, 2012

Preferreds? Feels that preferreds will generally underperform going forward, just because it is still based on current interest rates. He would prefer the common equity which gives 5.1% yield.

BCE Inc. (BCE-T)
August 23, 2012

Preferreds? Feels that preferreds will generally underperform going forward, just because it is still based on current interest rates. He would prefer the common equity which gives 5.1% yield.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$44.420
Owned
Yes