Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 23, 2013

There are no foreign bidders in the spectrum auction. They haven`t moved back as much because of interest rates. The fundamentals for telecom stocks are quite good. If you can buy them cheaper here it is a good opportunity.

Telus Corp (T-T)
September 23, 2013

There are no foreign bidders in the spectrum auction. They haven`t moved back as much because of interest rates. The fundamentals for telecom stocks are quite good. If you can buy them cheaper here it is a good opportunity.

Ryan Bushell
President, Newhaven Asset Management
Price
$35.440
Owned
Unknown
STRONG BUY
STRONG BUY
September 23, 2013

He debated having it a Top Pick today. Fundamental progress is slowing here a bit but over well it is a great, well managed company with good dividend policy.

BCE Inc. (BCE-T)
September 23, 2013

He debated having it a Top Pick today. Fundamental progress is slowing here a bit but over well it is a great, well managed company with good dividend policy.

Ryan Bushell
President, Newhaven Asset Management
Price
$44.510
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 23, 2013

He owns the holding company. Thinks ultimately the growth in earnings in ENB-T is worth the lower yield. 5.6% yield but less capital appreciation.

He owns the holding company. Thinks ultimately the growth in earnings in ENB-T is worth the lower yield. 5.6% yield but less capital appreciation.

Ryan Bushell
President, Newhaven Asset Management
Price
$23.770
Owned
No
DON'T BUY
DON'T BUY
September 23, 2013

He has no energy services except for Shaw Core. He looks for long term dividend outlook that extends beyond 5 years and cannot find a company in that sector. But they are due for some pretty good results in that sector over the next couple of years. Be ready for volatility.

He has no energy services except for Shaw Core. He looks for long term dividend outlook that extends beyond 5 years and cannot find a company in that sector. But they are due for some pretty good results in that sector over the next couple of years. Be ready for volatility.

Ryan Bushell
President, Newhaven Asset Management
Price
$7.910
Owned
No
DON'T BUY
DON'T BUY
September 23, 2013

Because of scandal he is not ready to wade into it at this point. The business that they are in requires a bit of this finessing of governments. He thinks they would have been okay if they had hiked the dividend when the news hit.

Because of scandal he is not ready to wade into it at this point. The business that they are in requires a bit of this finessing of governments. He thinks they would have been okay if they had hiked the dividend when the news hit.

Ryan Bushell
President, Newhaven Asset Management
Price
$41.100
Owned
No
HOLD
HOLD
September 23, 2013

8.5% dividend. He would say it represents a note of caution. Thinks they will be able to ultimately maintain their dividend but it will be close. Their old coal fired generation will be retired and they will be forced to take on new methods of generation. Would not accumulate but hold for the dividend. Watch it with a negative bias.

Transalta Corp (TA-T)
September 23, 2013

8.5% dividend. He would say it represents a note of caution. Thinks they will be able to ultimately maintain their dividend but it will be close. Their old coal fired generation will be retired and they will be forced to take on new methods of generation. Would not accumulate but hold for the dividend. Watch it with a negative bias.

Ryan Bushell
President, Newhaven Asset Management
Price
$13.560
Owned
Unknown
BUY
BUY
September 23, 2013

He is very positive on the banks. Thinks it will continue to increase the dividend and will experience increased capital growth.

Bank of Nova Scotia (BNS-T)
September 23, 2013

He is very positive on the banks. Thinks it will continue to increase the dividend and will experience increased capital growth.

Ryan Bushell
President, Newhaven Asset Management
Price
$59.470
Owned
Yes