Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 27, 2013

Just announced that they are looking to expanding some of their spinning facilities. They are always expanding their manufacturing facilities globally.

Just announced that they are looking to expanding some of their spinning facilities. They are always expanding their manufacturing facilities globally.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$48.430
Owned
Yes
COMMENT
COMMENT
September 27, 2013

A research company has given them a very negative review. Some of the issues have been that they are in a declining business, transactions for ATMs are declining and they are having some debt problems. Management has refuted this and stated that the cash flow is very strong. It is true that the transaction per ATM has declined but they have been able to replace the revenue by charging for maintenance and other new transaction and services. If it has been beaten up enough, you could probably buy it for a trade.

A research company has given them a very negative review. Some of the issues have been that they are in a declining business, transactions for ATMs are declining and they are having some debt problems. Management has refuted this and stated that the cash flow is very strong. It is true that the transaction per ATM has declined but they have been able to replace the revenue by charging for maintenance and other new transaction and services. If it has been beaten up enough, you could probably buy it for a trade.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$16.780
Owned
No
COMMENT
COMMENT
September 27, 2013

Well-run company and has some very good assets. If you want to make a decision about this company, you have to decide whether China’s economy has bottomed. China’s last production numbers were a little better.

Well-run company and has some very good assets. If you want to make a decision about this company, you have to decide whether China’s economy has bottomed. China’s last production numbers were a little better.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$28.100
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 27, 2013

(A Top Pick June 8/12. Up 54.83%.)

CI Financial Corp (CIX-T)
September 27, 2013

(A Top Pick June 8/12. Up 54.83%.)

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$31.890
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 27, 2013

(A Top Pick June 8/12. Up 26.69%.) Loves this and their exposure to crude by rail. Building terminals, which is a growing business for the distribution of crude in the absence of any major pipeline been approved. Stock has been under pressure. Not particularly liquid. Also, everybody has profits since the IPO. Also, viewed as interest sensitive. You are probably better off switching out of these very defensive and interest sensitive names and into more cyclical names. This is what the market is doing right now. She has taken some profits.

Gibson Energy (GEI-T)
September 27, 2013

(A Top Pick June 8/12. Up 26.69%.) Loves this and their exposure to crude by rail. Building terminals, which is a growing business for the distribution of crude in the absence of any major pipeline been approved. Stock has been under pressure. Not particularly liquid. Also, everybody has profits since the IPO. Also, viewed as interest sensitive. You are probably better off switching out of these very defensive and interest sensitive names and into more cyclical names. This is what the market is doing right now. She has taken some profits.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$24.370
Owned
Yes
DON'T BUY
DON'T BUY
September 27, 2013

Hates this whole business, so she stays away from airline stocks generally. Air Canada is improving some of their cost issues. It is still overleveraged for the cyclicality of the business. They should have straightened out their balance sheets when they had a chance and they didn’t. If you own, don’t forget to Sell it so that you don’t have to wait another 3 years to get back to these levels.

Air Canada (AC-T)
September 27, 2013

Hates this whole business, so she stays away from airline stocks generally. Air Canada is improving some of their cost issues. It is still overleveraged for the cyclicality of the business. They should have straightened out their balance sheets when they had a chance and they didn’t. If you own, don’t forget to Sell it so that you don’t have to wait another 3 years to get back to these levels.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$3.620
Owned
No
BUY
BUY
September 27, 2013

Has been a fantastic story off the bottom. Earlier this year they lost one of the contracts for their housing. They are now redeploying the beds and she thinks they are going to be successful. Well managed. This is a long-term Buy.

Has been a fantastic story off the bottom. Earlier this year they lost one of the contracts for their housing. They are now redeploying the beds and she thinks they are going to be successful. Well managed. This is a long-term Buy.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$7.260
Owned
Yes