Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 12, 2013

This is turning into a financial services technology company. Acquired a US company. Getting very good margins. Had to grow way from their cheque business. There will probably be dividend growth of 5%-10% a year going forward. They are only paying out about 60% of their earnings currently. About a 5% yield.

DH Corporation (DH-T)
September 12, 2013

This is turning into a financial services technology company. Acquired a US company. Getting very good margins. Had to grow way from their cheque business. There will probably be dividend growth of 5%-10% a year going forward. They are only paying out about 60% of their earnings currently. About a 5% yield.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$26.750
Owned
Yes
TOP PICK
TOP PICK
September 12, 2013

Just recently raised their dividend by 13%. Expects they will grow their dividend by 8%-9% a year going forward as they have done. Will have about 20% EBITDA growth. Almost 30% of all the molecules from the oil sands flows through their infrastructure, one way or another. Have a lot of recurring revenue. By 2015, less than 10% of the revenue will be specifically exposed to commodity prices, so you are not making a big bet on oil prices.

Inter Pipeline (IPL-T)
September 12, 2013

Just recently raised their dividend by 13%. Expects they will grow their dividend by 8%-9% a year going forward as they have done. Will have about 20% EBITDA growth. Almost 30% of all the molecules from the oil sands flows through their infrastructure, one way or another. Have a lot of recurring revenue. By 2015, less than 10% of the revenue will be specifically exposed to commodity prices, so you are not making a big bet on oil prices.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$25.000
Owned
Yes
TOP PICK
TOP PICK
September 12, 2013

There are several regions that have had big growth in reserves and production in the last 2-3 years. This company has enormous land holdings in the Permian basin and the Eagleford and have pioneered Fracing of sand and getting tremendous net backs on the drilling. Doing, $60-$65 a barrel. Have about 1200 drilling targets they can work on over the next few years. Very, very strong balance sheet.

There are several regions that have had big growth in reserves and production in the last 2-3 years. This company has enormous land holdings in the Permian basin and the Eagleford and have pioneered Fracing of sand and getting tremendous net backs on the drilling. Doing, $60-$65 a barrel. Have about 1200 drilling targets they can work on over the next few years. Very, very strong balance sheet.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$186.810
Owned
Yes