Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL SELL
PARTIAL SELL
September 19, 2013

A good place to be before the run. SagD operations. He trimmed oil recently and would not have a problem trimming this one.

Cenovus Energy (CVE-T)
September 19, 2013

A good place to be before the run. SagD operations. He trimmed oil recently and would not have a problem trimming this one.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$30.830
Owned
Unknown
HOLD
HOLD
September 19, 2013

Part of the overall decline in dividend stocks. A capital intensive business that will come under pressure when interest rates rise again.

Altagas Ltd (ALA-T)
September 19, 2013

Part of the overall decline in dividend stocks. A capital intensive business that will come under pressure when interest rates rise again.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$36.500
Owned
Unknown
DON'T BUY
DON'T BUY
September 19, 2013

High payout ratio. Management says they will not cut it. May be prudent to cut it so it may not be safe. 8.6% dividend.

Transalta Corp (TA-T)
September 19, 2013

High payout ratio. Management says they will not cut it. May be prudent to cut it so it may not be safe. 8.6% dividend.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$13.760
Owned
No
PAST TOP PICK
PAST TOP PICK
September 19, 2013

(Top Pick Sep 06/12, Up 14.47%) Still holds it as they are a global leader in global flight simulators and China has a rise in Asian airlines and are amenable to outsourcing training. They are branching out in to mining equipment simulators. Margins are coming up based on an acquisition.

CAE Inc (CAE-T)
September 19, 2013

(Top Pick Sep 06/12, Up 14.47%) Still holds it as they are a global leader in global flight simulators and China has a rise in Asian airlines and are amenable to outsourcing training. They are branching out in to mining equipment simulators. Margins are coming up based on an acquisition.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$11.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2013

(Top Pick Sep 06/12, Up 30.66%) Got out to reduce interest rate sensitivity in the portfolio. It is expensive and interest rate sensitive. It will turn around.

Pembina Pipeline Corp (PPL-T)
September 19, 2013

(Top Pick Sep 06/12, Up 30.66%) Got out to reduce interest rate sensitivity in the portfolio. It is expensive and interest rate sensitive. It will turn around.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$33.260
Owned
No
WATCH
WATCH
September 19, 2013

Test flight was successful but for stock to move up they have to show sales. If they see a stream of orders coming in we could see growth, otherwise weakness.

Bombardier Inc (B) (BBD.B-T)
September 19, 2013

Test flight was successful but for stock to move up they have to show sales. If they see a stream of orders coming in we could see growth, otherwise weakness.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$4.800
Owned
No
SELL
SELL
September 19, 2013

A little rich. He sold some time ago. They raised their dividend over time but he thinks it is too expensive. 19 times earrings and not much growth.

A little rich. He sold some time ago. They raised their dividend over time but he thinks it is too expensive. 19 times earrings and not much growth.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$30.380
Owned
No