Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 12, 2013

LNG Development is a fundamental change in the gas industry in Canada. As long as there are no political hurtles it will be important to Canada – drillers, pressure companies and lodging companies. A lot more space to go. 70% linked to oil but kicker is Nat. Gas. They are having a very good second half of the year. Some pricing power going into 2014. A cash flow growth story. 1.8% dividend and they could increase it over time.

Precision Drilling (PD-T)
September 12, 2013

LNG Development is a fundamental change in the gas industry in Canada. As long as there are no political hurtles it will be important to Canada – drillers, pressure companies and lodging companies. A lot more space to go. 70% linked to oil but kicker is Nat. Gas. They are having a very good second half of the year. Some pricing power going into 2014. A cash flow growth story. 1.8% dividend and they could increase it over time.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$10.620
Owned
Yes
TOP PICK
TOP PICK
September 12, 2013

Likes the diversification. Only 10% exposed top potash. Exposed to phosphate and nitrogen as well. Growing retail position out west, increasing retail presence in US, Australia and out west. Higher Nat Gas price is not materializing. They will keep very good margins.

Agrium (AGU-T)
September 12, 2013

Likes the diversification. Only 10% exposed top potash. Exposed to phosphate and nitrogen as well. Growing retail position out west, increasing retail presence in US, Australia and out west. Higher Nat Gas price is not materializing. They will keep very good margins.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$91.310
Owned
Yes
TOP PICK
TOP PICK
September 12, 2013

Royalty and streaming – silver. They pay a fixed price for silver and are not exposed to cost inflation. Great growth profile, growing cash flow and dividend. 50% of silver is industrial use.

Royalty and streaming – silver. They pay a fixed price for silver and are not exposed to cost inflation. Great growth profile, growing cash flow and dividend. 50% of silver is industrial use.

Philippe Capelle
VP, Equities, Standard Life Investments
Price
$24.830
Owned
Yes
COMMENT
COMMENT
September 12, 2013

This is in the business of servicing and cleaning at the well head. Largely exposed to the oil sands, which is a positive. There are a couple of key risks. 1.) They are making a big push into the US and there are always risks when Canadian companies make that leap. 2.) Only about 11% of their forward revenues are contracted so their numbers can be a little bit lumpy.

Newalta Corp (NAL-T)
September 12, 2013

This is in the business of servicing and cleaning at the well head. Largely exposed to the oil sands, which is a positive. There are a couple of key risks. 1.) They are making a big push into the US and there are always risks when Canadian companies make that leap. 2.) Only about 11% of their forward revenues are contracted so their numbers can be a little bit lumpy.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$15.280
Owned
No
BUY
BUY
September 12, 2013

One of the nice things about ETFs is that it can buy you access to a particular theme or sector or asset class. In this case, you are buying access to spinoff candidates. This has been one of the stronger performing ETFs. Spinoffs tend to do well because very often management groups set up spinoffs for success.

One of the nice things about ETFs is that it can buy you access to a particular theme or sector or asset class. In this case, you are buying access to spinoff candidates. This has been one of the stronger performing ETFs. Spinoffs tend to do well because very often management groups set up spinoffs for success.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$40.040
Owned
No
BUY
BUY
September 12, 2013

All telcos really sold off through the spring and summer, both in the US and Canada. Believes that we have seen the lion’s share of the initial move higher in the 10 and 20 year bond rates and that is likely to neutralize over the next little while. Interest sensitives in general will do better over the next little while. He still prefers to own something that gets a little bit of a lift from a better economy, like financials, but for those looking for yield, this is pretty attractive. He would prefer Telus (T-T), which has a little bit better internal growth and will buy back shares and give you dividend increases of 10% a year for the next 3 years.

BCE Inc. (BCE-T)
September 12, 2013

All telcos really sold off through the spring and summer, both in the US and Canada. Believes that we have seen the lion’s share of the initial move higher in the 10 and 20 year bond rates and that is likely to neutralize over the next little while. Interest sensitives in general will do better over the next little while. He still prefers to own something that gets a little bit of a lift from a better economy, like financials, but for those looking for yield, this is pretty attractive. He would prefer Telus (T-T), which has a little bit better internal growth and will buy back shares and give you dividend increases of 10% a year for the next 3 years.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$43.490
Owned
Yes
BUY
BUY
September 12, 2013

All telcos really sold off through the spring and summer, both in the US and Canada. Believes we have seen the lion’s share of the initial move higher in the 10 and 20 year bond rates and that is likely to neutralize over the next little while. Interest sensitives in general will do better over the next little while. He still prefers to own something that gets a little bit of a lift from a better economy, like financials, but for those who are looking for yield, this is pretty attractive. Prefers this over Bell Canada (BCE-T) as this has a little bit better internal growth and will buy back shares and give you dividend increases of 10% a year for the next 3 years.

Telus Corp (T-T)
September 12, 2013

All telcos really sold off through the spring and summer, both in the US and Canada. Believes we have seen the lion’s share of the initial move higher in the 10 and 20 year bond rates and that is likely to neutralize over the next little while. Interest sensitives in general will do better over the next little while. He still prefers to own something that gets a little bit of a lift from a better economy, like financials, but for those who are looking for yield, this is pretty attractive. Prefers this over Bell Canada (BCE-T) as this has a little bit better internal growth and will buy back shares and give you dividend increases of 10% a year for the next 3 years.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$33.150
Owned
Yes