Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 27, 2013

Has been doing really well in the last little while and she thinks this is because they have been converting their presence into a lot of orders in California. Pretty much saturated in Canada, so all of the growth is going to be pretty much out of the US. She has not been trimming her holdings.

Badger Daylighting (BAD-T)
September 27, 2013

Has been doing really well in the last little while and she thinks this is because they have been converting their presence into a lot of orders in California. Pretty much saturated in Canada, so all of the growth is going to be pretty much out of the US. She has not been trimming her holdings.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$64.450
Owned
Yes
DON'T BUY
DON'T BUY
September 27, 2013

Loves the company. A Canadian company with a global footprint. Have training centers all over the world. Made an acquisition and have been redeploying simulators between different sectors which have caused a problem in earnings last year. Don’t seem to ever be able to translate their success to the bottom line. She would go with Mac Donald Dettwiler (MDA-T) instead.

CAE Inc (CAE-T)
September 27, 2013

Loves the company. A Canadian company with a global footprint. Have training centers all over the world. Made an acquisition and have been redeploying simulators between different sectors which have caused a problem in earnings last year. Don’t seem to ever be able to translate their success to the bottom line. She would go with Mac Donald Dettwiler (MDA-T) instead.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$11.250
Owned
Unknown
DON'T BUY
DON'T BUY
September 27, 2013

Thinks Teck Resources (TCK.B-T) assets are way more attractive. Has a new mine in Madagascar that is coming into production, and even that is causing issues because Madagascar is one of those poor countries with very few successful assets and operations. She worries that there will be attacks on it one way or another.

Thinks Teck Resources (TCK.B-T) assets are way more attractive. Has a new mine in Madagascar that is coming into production, and even that is causing issues because Madagascar is one of those poor countries with very few successful assets and operations. She worries that there will be attacks on it one way or another.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$3.740
Owned
No
HOLD
HOLD
September 27, 2013

Every time she tries to trade this, she has to buy back at a higher price. Acquired some of Sobey’s movie theatres last year and this will be accretive next year. Incredibly well run and always expensive. They are increasing their dividend.

Cineplex Inc (CGX-T)
September 27, 2013

Every time she tries to trade this, she has to buy back at a higher price. Acquired some of Sobey’s movie theatres last year and this will be accretive next year. Incredibly well run and always expensive. They are increasing their dividend.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$38.430
Owned
Yes
DON'T BUY
DON'T BUY
September 27, 2013

Doesn’t have a huge yield because the stock has done so well. It is in that group of pipelines and utilities where people tend to sell when they need money to deploy into more cyclical and economically sensitive stocks. It will continue to suffer from this. In a trading range. The issue of getting new pipelines in Canada and the US is going to overhang the industry as well. An expensive stock and she would prefer to see you in something else.

Enbridge (ENB-T)
September 27, 2013

Doesn’t have a huge yield because the stock has done so well. It is in that group of pipelines and utilities where people tend to sell when they need money to deploy into more cyclical and economically sensitive stocks. It will continue to suffer from this. In a trading range. The issue of getting new pipelines in Canada and the US is going to overhang the industry as well. An expensive stock and she would prefer to see you in something else.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$42.910
Owned
No
COMMENT
COMMENT
September 27, 2013

Has been growing by acquisitions. Extremely well run. Good track record of making acquisitions, integrating them and making them accretive. They have to make an acquisition to move the stock, which is getting harder and harder.

Saputo Inc. (SAP-T)
September 27, 2013

Has been growing by acquisitions. Extremely well run. Good track record of making acquisitions, integrating them and making them accretive. They have to make an acquisition to move the stock, which is getting harder and harder.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$49.050
Owned
No
DON'T BUY
DON'T BUY
September 27, 2013

She is not in this sector. Who knows how that is going to happen now to the whole issue of Potash (POT-T),. Potash prices are declining. Corn prices have gone down, which is not necessarily good for fertilizer companies. She would stay away from all fertilizer companies until we know what happens in potash.

Mosaic Company (The) (MOS-N)
September 27, 2013

She is not in this sector. Who knows how that is going to happen now to the whole issue of Potash (POT-T),. Potash prices are declining. Corn prices have gone down, which is not necessarily good for fertilizer companies. She would stay away from all fertilizer companies until we know what happens in potash.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$43.430
Owned
No