Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 17, 2013

It's expensive, but it's been expensive for long time. Expects it to grow 10% over the next year, but wouldn't rush into it at this point. $44 would be a better entry point.

Enbridge (ENB-T)
May 17, 2013

It's expensive, but it's been expensive for long time. Expects it to grow 10% over the next year, but wouldn't rush into it at this point. $44 would be a better entry point.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$48.190
Owned
Yes
WAIT
WAIT
May 17, 2013

It's been correcting a bit. Margin difficulties in 2009. There may be more weakness before it bottoms out. We need to see more growth on the construction side.

It's been correcting a bit. Margin difficulties in 2009. There may be more weakness before it bottoms out. We need to see more growth on the construction side.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$11.170
Owned
Yes
WEAK BUY
WEAK BUY
May 17, 2013

A high quality REIT, and like all REITs has had a very good run up. Rents are going up, but the cost of money has been going down. But you are paying for that, as they are very expensive. If you want a high quality defensive holding it's fine but you are taking a bit of interest rate risk with it.

A high quality REIT, and like all REITs has had a very good run up. Rents are going up, but the cost of money has been going down. But you are paying for that, as they are very expensive. If you want a high quality defensive holding it's fine but you are taking a bit of interest rate risk with it.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$29.230
Owned
No
BUY
BUY
May 17, 2013

The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock.

The dividend is sustainable, and they are growing across Canada. He views it as a staple as opposed to a discretionary stock.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$72.460
Owned
Unknown
DON'T BUY
DON'T BUY
May 17, 2013

The dividends are in question over the long term, would not buy for the dividends.

Bell Aliant (BA-T)
May 17, 2013

The dividends are in question over the long term, would not buy for the dividends.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$28.140
Owned
No
BUY
BUY
May 17, 2013

A very good company, but has exposure to heavy oil. If the keystone pipeline is approved it will help. He thinks it's a good company and that you can buy it here.

A very good company, but has exposure to heavy oil. If the keystone pipeline is approved it will help. He thinks it's a good company and that you can buy it here.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$5.070
Owned
Yes
DON'T BUY
DON'T BUY
May 17, 2013

Close to 8% on the dividend yield. Coal/gas fire utility. Doesn't think they need to cut the dividend anytime soon, but there's not a lot in the way of growth prospects for the company. They have some assets coming on later on this year, which will help maintain the dividend, but everything has to go right. Not a name that's attractive to him.

Close to 8% on the dividend yield. Coal/gas fire utility. Doesn't think they need to cut the dividend anytime soon, but there's not a lot in the way of growth prospects for the company. They have some assets coming on later on this year, which will help maintain the dividend, but everything has to go right. Not a name that's attractive to him.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$15.460
Owned
Unknown