Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 19, 2013

Was a beneficiary of money fleeing the wireless stocks. They won’t be hurt by a competitor coming in but he prefers Telus.

Was a beneficiary of money fleeing the wireless stocks. They won’t be hurt by a competitor coming in but he prefers Telus.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$24.150
Owned
No
WEAK BUY
WEAK BUY
September 19, 2013

Gold stocks got a big jump yesterday and it is because rates are not expected to go up as much as people thought. Gold’s case is getting weaker and a small exposure is good but he owns and prefers AEM-T instead.

Gold stocks got a big jump yesterday and it is because rates are not expected to go up as much as people thought. Gold’s case is getting weaker and a small exposure is good but he owns and prefers AEM-T instead.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$5.560
Owned
No
WATCH
WATCH
September 19, 2013

Debt level is pretty high. New CEO come in and doing strategic review. There are issues about supermarkets selling spirits and wine and it could hurt their revenue. Wait for the strategic review and then decide.

Alcanna (CLIQ-T)
September 19, 2013

Debt level is pretty high. New CEO come in and doing strategic review. There are issues about supermarkets selling spirits and wine and it could hurt their revenue. Wait for the strategic review and then decide.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$16.240
Owned
Unknown
SELL
SELL
September 19, 2013

Nice dividend. They are in a bit of a spot. Invasion of US retailers and more people fighting over a shrinking pie. A lot of cash on the balance sheet so can fund dividend off balance sheet if they want to but would be smarter to cut dividend. Doesn’t know if they will actually do that. Not one he holds and he would wait for a bounce or get out of it. Are going to fall out of an index fund and that will create a headwind. At a nine year low.

Nice dividend. They are in a bit of a spot. Invasion of US retailers and more people fighting over a shrinking pie. A lot of cash on the balance sheet so can fund dividend off balance sheet if they want to but would be smarter to cut dividend. Doesn’t know if they will actually do that. Not one he holds and he would wait for a bounce or get out of it. Are going to fall out of an index fund and that will create a headwind. At a nine year low.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$7.910
Owned
No
WEAK BUY
WEAK BUY
September 19, 2013

High quality company, oil focused. Big project in Ireland, gas but they get Brent pricing. Good one to hold over the long term.

Vermilion Energy Inc (VET-T)
September 19, 2013

High quality company, oil focused. Big project in Ireland, gas but they get Brent pricing. Good one to hold over the long term.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$57.150
Owned
No
COMMENT
COMMENT
September 19, 2013

Doesn’t follow. Oil. He is focused on gas at the moment. Oil is at high prices. A lot of people are positioned in oil. Net futures positions are the highest they have ever been. It’s a pretty crowded trade. He is moving towards gas – see Top Picks.

Baytex Energy Corp (BTE-T)
September 19, 2013

Doesn’t follow. Oil. He is focused on gas at the moment. Oil is at high prices. A lot of people are positioned in oil. Net futures positions are the highest they have ever been. It’s a pretty crowded trade. He is moving towards gas – see Top Picks.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$41.990
Owned
No
BUY
BUY
September 19, 2013

Management team is good. Seniors housing in US and Canada. You will get a bounce along with the other REITs from a macro perspective. They are focused more on the private pay side than on the government side. Will be bounced around on rates more than anything else.

Management team is good. Seniors housing in US and Canada. You will get a bounce along with the other REITs from a macro perspective. They are focused more on the private pay side than on the government side. Will be bounced around on rates more than anything else.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$10.140
Owned
Unknown