Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 3, 2013

Likes it. An Irish company but Canadian in name only. Company is fundamentally cheap. Has a NAV of $1.50 he believes. They have a good spread on the oil price. Likes management.

Iona Energy Inc. (INA.H-X)
December 3, 2013

Likes it. An Irish company but Canadian in name only. Company is fundamentally cheap. Has a NAV of $1.50 he believes. They have a good spread on the oil price. Likes management.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$0.670
Owned
Yes
BUY
BUY
December 3, 2013

5.25% dividend yield. Well run. They want to take on a few more ships. It is not well followed. Management nixed the deal and raised the money in another way. He likes the company. Believes the global economies are improving and that this company should benefit.

Seaspan Corp. (SSW-N)
December 3, 2013

5.25% dividend yield. Well run. They want to take on a few more ships. It is not well followed. Management nixed the deal and raised the money in another way. He likes the company. Believes the global economies are improving and that this company should benefit.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$21.210
Owned
Yes
BUY
BUY
December 3, 2013

Likes it. Likes management. Company could be in play and could be a takeover candidate. Likes the service side of this company. 3.9% dividend.

Likes it. Likes management. Company could be in play and could be a takeover candidate. Likes the service side of this company. 3.9% dividend.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$3.090
Owned
Yes
DON'T BUY
DON'T BUY
December 3, 2013

Used to own it. Likes management and liked what they were doing. Tangible book value is about $5.75. he has no intention of going back in until everything about the law suit is settled. Prefers SUP-N. He is finding a lot of value in US micro-cap.

Martinrea (MRE-T)
December 3, 2013

Used to own it. Likes management and liked what they were doing. Tangible book value is about $5.75. he has no intention of going back in until everything about the law suit is settled. Prefers SUP-N. He is finding a lot of value in US micro-cap.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$8.970
Owned
No
SELL STRENGTH
SELL STRENGTH
December 3, 2013

Buy at $2 and sell at $2.75-$3. The Street loves it. Trading well below NAV. It could be in play. Take a little profit above $2.60.

Ithaca Energy Inc. (IAE-T)
December 3, 2013

Buy at $2 and sell at $2.75-$3. The Street loves it. Trading well below NAV. It could be in play. Take a little profit above $2.60.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$2.580
Owned
Yes
BUY
BUY
December 3, 2013

There is a new player in the space right now, but he believes the Canadian dollar will improve as well as the economy. You will see greater employment down the road and this company will benefit. They have done an excellent job, dividend increase, share buyback. People expected the Canadian market to collapse. 4.1% dividend.

There is a new player in the space right now, but he believes the Canadian dollar will improve as well as the economy. You will see greater employment down the road and this company will benefit. They have done an excellent job, dividend increase, share buyback. People expected the Canadian market to collapse. 4.1% dividend.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$34.120
Owned
Unknown
BUY
BUY
December 3, 2013

Services companies are amongst the cheapest. 4.5% dividend. Just moved into Australia. Going to 14 rigs by end of next year. Hard book value is about $10.

Services companies are amongst the cheapest. 4.5% dividend. Just moved into Australia. Going to 14 rigs by end of next year. Hard book value is about $10.

Irwin Michael, B.Com, MBA
Portfolio Manager, ABC Funds
Price
$7.850
Owned
Unknown