Latest Expert Opinions

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Opinion
Expert
WATCH
WATCH
September 19, 2013

Was a holder but divested some time ago and clearly the chart shows he did the right thing but a bit early. Is on the sidelines because it is 23 times earnings so is expensive. Management has done the right things. Would find it attractive at $30.

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Cineplex Inc (CGX-T)
September 19, 2013

Was a holder but divested some time ago and clearly the chart shows he did the right thing but a bit early. Is on the sidelines because it is 23 times earnings so is expensive. Management has done the right things. Would find it attractive at $30.

WEAK BUY
WEAK BUY
September 19, 2013

A great, highly rated, interest rate sensitive companies. It will hold up as interest rates pull back.

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Inter Pipeline (IPL-T)
September 19, 2013

A great, highly rated, interest rate sensitive companies. It will hold up as interest rates pull back.

HOLD
HOLD
September 19, 2013

A good company that eliminated the dual share class. Used to hold it. Is based on pipelines growth through the world. Is a lumpy stock in terms of earnings but a good company to hold.

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Shawcor Ltd. (A) (SCL-T)
September 19, 2013

A good company that eliminated the dual share class. Used to hold it. Is based on pipelines growth through the world. Is a lumpy stock in terms of earnings but a good company to hold.

DON'T BUY
DON'T BUY
September 19, 2013

They have this contact with Air Canada until 2020. They won’t get the same deal if renewed. Never held it. He looked at it.

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Chorus Aviation Inc (CHR-T)
September 19, 2013

They have this contact with Air Canada until 2020. They won’t get the same deal if renewed. Never held it. He looked at it.

DON'T BUY
DON'T BUY
September 19, 2013

A portfolio of patents. Just had a couple of wins. A lumpy kind of company. Expenses are lumpy also. You can make a case to hold it here but it is too lumpy to him. You could pick it up cheaper on a lack of news.

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Quarterhill Inc (QTRH-T)
September 19, 2013

A portfolio of patents. Just had a couple of wins. A lumpy kind of company. Expenses are lumpy also. You can make a case to hold it here but it is too lumpy to him. You could pick it up cheaper on a lack of news.

BUY
BUY
September 19, 2013

REITs. He has been selling REITs over the last year and is adding back right now. You can nibble away here but they will not go up to new highs here. If you can get 6% from yield and 4% from growth you will do well here.

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REITs. He has been selling REITs over the last year and is adding back right now. You can nibble away here but they will not go up to new highs here. If you can get 6% from yield and 4% from growth you will do well here.

HOLD
HOLD
September 19, 2013

Large mutual fund complex that had some hard times in their specialties being out of international favour. They are turning that around. Not his favourite name and they are probably losing market share, but it is a cash flow producing machine that is losing market share over the long term.

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AGF Management (B) (AGF.B-T)
September 19, 2013

Large mutual fund complex that had some hard times in their specialties being out of international favour. They are turning that around. Not his favourite name and they are probably losing market share, but it is a cash flow producing machine that is losing market share over the long term.