Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
September 19, 2013

In the short term will see weakness in light of fed announcements this week. You will see some money flow out of them but long term (3-5 years) you will see good growth. Wait a while if you are going to add more to it. Weakness in the near term. Has some Great West, no SLF, no MFC.

Manulife Financial (MFC-T)
September 19, 2013

In the short term will see weakness in light of fed announcements this week. You will see some money flow out of them but long term (3-5 years) you will see good growth. Wait a while if you are going to add more to it. Weakness in the near term. Has some Great West, no SLF, no MFC.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$17.160
Owned
No
HOLD
HOLD
September 19, 2013

Got cheap several months ago. LNG is the long term factor with these stocks. In 2014 the people expect better drilling in the US. We have to see increased drilling in the US and increased utilization numbers. Holding but not adding.

Precision Drilling (PD-T)
September 19, 2013

Got cheap several months ago. LNG is the long term factor with these stocks. In 2014 the people expect better drilling in the US. We have to see increased drilling in the US and increased utilization numbers. Holding but not adding.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$10.810
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 19, 2013

Could end up being a game changer. Increases their exposure to the US tech sector. Lending solution. Likes it. Not the cheapest entry point.

DH Corporation (DH-T)
September 19, 2013

Could end up being a game changer. Increases their exposure to the US tech sector. Lending solution. Likes it. Not the cheapest entry point.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$27.050
Owned
Yes
BUY
BUY
September 19, 2013

Surged today. He should have owned it. You are seeing banks moving away from anything non-prime. This allows them to have a really good run in that market. US were shorting it, expecting a US style housing crisis but it didn’t happen. It is a trade.

Home Capital Group (HCG-T)
September 19, 2013

Surged today. He should have owned it. You are seeing banks moving away from anything non-prime. This allows them to have a really good run in that market. US were shorting it, expecting a US style housing crisis but it didn’t happen. It is a trade.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$72.620
Owned
No
TOP PICK
TOP PICK
September 19, 2013

Oil prices did well but gas has not. Temporary problem in western Canada and that will solve itself over the next couple of months. High quality name. Pick away at it when you get your chance.

Arc Resources Ltd (ARX-T)
September 19, 2013

Oil prices did well but gas has not. Temporary problem in western Canada and that will solve itself over the next couple of months. High quality name. Pick away at it when you get your chance.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$26.180
Owned
Unknown
TOP PICK
TOP PICK
September 19, 2013

Sold off with all the REITs. Well diversified and in the US. Discount to the rest of the space due to external management company that has gone away now, and that will give a lift to the price. 5+% growth in the stock price expected.

Sold off with all the REITs. Well diversified and in the US. Discount to the rest of the space due to external management company that has gone away now, and that will give a lift to the price. 5+% growth in the stock price expected.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$21.430
Owned
Yes
TOP PICK
TOP PICK
September 19, 2013

Energy infrastructure space. Sold off because of interest sensitivity and missed last quarter for first time since they went public. It was because of weather. The yield trade caused them to sell off also. They are building their regulated business. Most is unregulated, making them more volatile. They have storage and pipelines and environmental services and a marketing arm that makes money off differential changes.

Gibson Energy (GEI-T)
September 19, 2013

Energy infrastructure space. Sold off because of interest sensitivity and missed last quarter for first time since they went public. It was because of weather. The yield trade caused them to sell off also. They are building their regulated business. Most is unregulated, making them more volatile. They have storage and pipelines and environmental services and a marketing arm that makes money off differential changes.

Jeff Young
Co-CEO & CIO, NexGen Financial
Price
$24.050
Owned
Yes