Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 16, 2013

(Market Call Minute) Guidance for next quarter is not good.

(Market Call Minute) Guidance for next quarter is not good.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$70.040
Owned
No
TOP PICK
TOP PICK
September 16, 2013

Lots of potential. They will prove out their property. Extremely solid balance sheet. Superior cash flow and production growth. You really want to own it.

Lots of potential. They will prove out their property. Extremely solid balance sheet. Superior cash flow and production growth. You really want to own it.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$5.440
Owned
Yes
TOP PICK
TOP PICK
September 16, 2013

It’s not about Las Vegas though. It’s about China. Their cash flow alone can fund a 10% dividend increase every year. Only 1.4 times levered. Lots of growth ahead of it and lots of markets ahead for expansion like Japan.

Las Vegas Sands Corp. (LVS-N)
September 16, 2013

It’s not about Las Vegas though. It’s about China. Their cash flow alone can fund a 10% dividend increase every year. Only 1.4 times levered. Lots of growth ahead of it and lots of markets ahead for expansion like Japan.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$63.650
Owned
Yes
TOP PICK
TOP PICK
September 16, 2013

A lot of it is the acquisition of the Safeway operations. Thinks it is a great opportunity to pick up a great stock. Will watch the company execute and re-assess at $95-$100.

Empire Company (A) (EMP.A-T)
September 16, 2013

A lot of it is the acquisition of the Safeway operations. Thinks it is a great opportunity to pick up a great stock. Will watch the company execute and re-assess at $95-$100.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$76.410
Owned
Yes
DON'T BUY
DON'T BUY
September 16, 2013

Listed in Canada but operations are in the far east. Is cautious because of high debt and accounting is weird. If you are betting gold will go a lot higher it is a pretty decent bet but if not it can decline a lot.

Listed in Canada but operations are in the far east. Is cautious because of high debt and accounting is weird. If you are betting gold will go a lot higher it is a pretty decent bet but if not it can decline a lot.

Adam Thomas
Vice President & Portfolio Manager, Qwest Fund Management
Price
$3.040
Owned
No
WATCH
WATCH
September 16, 2013

Potential take out candidate. It would be Metro, most likely. A very well run company. With shippers taken out it will be the only guy left. The take out premium has already been priced in. He would wait. Doesn’t like the risk / reward ratio. It would make a lot of sense if PJC took out someone else.

Potential take out candidate. It would be Metro, most likely. A very well run company. With shippers taken out it will be the only guy left. The take out premium has already been priced in. He would wait. Doesn’t like the risk / reward ratio. It would make a lot of sense if PJC took out someone else.

Adam Thomas
Vice President & Portfolio Manager, Qwest Fund Management
Price
$18.200
Owned
Unknown
HOLD
HOLD
September 16, 2013

Has been heading down a lot because of its interest sensitivity as well as increasing competition in their business. EBITDA.in the latest quarter was a little bit disappointing. Yield is about 7.5%, but doesn’t see a lot of in the way of capital gains over the next year or so.

Bell Aliant (BA-T)
September 16, 2013

Has been heading down a lot because of its interest sensitivity as well as increasing competition in their business. EBITDA.in the latest quarter was a little bit disappointing. Yield is about 7.5%, but doesn’t see a lot of in the way of capital gains over the next year or so.

Nick Majendie
Director & Senior Portfolio Manager, Scotia Wealth Management
Price
$25.710
Owned
No