Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
September 23, 2013

Similar to a BA-T. A slower growth story. It popped when they sold off allstream and now it is almost back to where it was. It was a traders` play during that time. It is where it should be given the fundamentals. You could start to see dividends increases from the smaller company. It is possible that a major takes them out at some point. Not a growth story, however.

Show full opinionHide full opinion

Similar to a BA-T. A slower growth story. It popped when they sold off allstream and now it is almost back to where it was. It was a traders` play during that time. It is where it should be given the fundamentals. You could start to see dividends increases from the smaller company. It is possible that a major takes them out at some point. Not a growth story, however.

BUY
BUY
September 23, 2013

A core holding. He owns quite a bit. Metal services. As the economy continues to improve, this will do well. Likes the management. Likes the fundamentals. It is a good hold.

Show full opinionHide full opinion
Russel Metals (RUS-T)
September 23, 2013

A core holding. He owns quite a bit. Metal services. As the economy continues to improve, this will do well. Likes the management. Likes the fundamentals. It is a good hold.

DON'T BUY
DON'T BUY
September 23, 2013

Takeovers are always hard to predict, especially with a large family ownership. It is a tough business with regulation changes and competition. He prefers banks.

Show full opinionHide full opinion
AGF Management (B) (AGF.B-T)
September 23, 2013

Takeovers are always hard to predict, especially with a large family ownership. It is a tough business with regulation changes and competition. He prefers banks.

TOP PICK
TOP PICK
September 23, 2013

(Top Pick Mar 11 /13, Down 18.67%) 4.3% dividend. They are ramping up their dividend growth. He originally got in too early. They are going to generate free cash. Cap X comes way down next year. Good fundamentals going forward.

Show full opinionHide full opinion

(Top Pick Mar 11 /13, Down 18.67%) 4.3% dividend. They are ramping up their dividend growth. He originally got in too early. They are going to generate free cash. Cap X comes way down next year. Good fundamentals going forward.

TOP PICK
TOP PICK
September 23, 2013

Continues to recommend this to clients. Fundamentals are not as bad as the stock price would have you believe. Shareholder base has gone from 60% to 80% Canadian but thinks they will appeal to US investors in the future.

Show full opinionHide full opinion

Continues to recommend this to clients. Fundamentals are not as bad as the stock price would have you believe. Shareholder base has gone from 60% to 80% Canadian but thinks they will appeal to US investors in the future.

TOP PICK
TOP PICK
September 23, 2013

You don`t get very many buying opportunities for this one. Not a lot of companies have a growth and cash flow profile like this. Solid 3% yield and great dividend and earnings growth.

Show full opinionHide full opinion
Enbridge (ENB-T)
September 23, 2013

You don`t get very many buying opportunities for this one. Not a lot of companies have a growth and cash flow profile like this. Solid 3% yield and great dividend and earnings growth.

SELL
SELL
September 23, 2013

Exited. It had had a fantastic run over the last 5 years. The dividend yield had gotten down below 3% even though they had grown it.

Show full opinionHide full opinion
Canadian Utilities (CU-T)
September 23, 2013

Exited. It had had a fantastic run over the last 5 years. The dividend yield had gotten down below 3% even though they had grown it.