Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 10, 2013

Fresh management teams since the downturn and there has been time for healing their balance sheets. Not perfect, but they are certainly better and really cheap. Trading at less than BV. The steep yield curve and the housing market are a great way to play a recovery in the US economy and in the housing market.

CitiGroup (C-N)
December 10, 2013

Fresh management teams since the downturn and there has been time for healing their balance sheets. Not perfect, but they are certainly better and really cheap. Trading at less than BV. The steep yield curve and the housing market are a great way to play a recovery in the US economy and in the housing market.

Christine Hughes
President and Chief Investment Strategist, Otterwood Capital Management
Price
$51.740
Owned
Yes
DON'T BUY
DON'T BUY
December 10, 2013

The backdrop for this company is positive. Stock has run like crazy. Long-term, she feels it is still a good story, but short-term it has run a lot and there have been a whole bunch of analysts that have downgraded it. It went into the MSCI index, which created a lot of buying, which is now coming off. There is no real catalysts short term. Moving their methanol plants from South America to North America in order to gain security of energy, so this is long-term.

Methanex Corp (MX-T)
December 10, 2013

The backdrop for this company is positive. Stock has run like crazy. Long-term, she feels it is still a good story, but short-term it has run a lot and there have been a whole bunch of analysts that have downgraded it. It went into the MSCI index, which created a lot of buying, which is now coming off. There is no real catalysts short term. Moving their methanol plants from South America to North America in order to gain security of energy, so this is long-term.

Christine Hughes
President and Chief Investment Strategist, Otterwood Capital Management
Price
$61.370
Owned
No
TOP PICK
TOP PICK
December 10, 2013

Global Positioning Technology. The new major theme in technological innovations is sensors. In this case, they are sensors on fleets of vehicles. Rail cars, for example, where they can tell the company how fast a railcar is going around certain corners, and how they can improve efficiencies. They can also tell whether a car is going to breach soon. This is incredibly powerful information for fleet operators. This can be trucking fleets, rental cars and they can see in real time how everything is.

BSM Technologies (GPS-T)
December 10, 2013

Global Positioning Technology. The new major theme in technological innovations is sensors. In this case, they are sensors on fleets of vehicles. Rail cars, for example, where they can tell the company how fast a railcar is going around certain corners, and how they can improve efficiencies. They can also tell whether a car is going to breach soon. This is incredibly powerful information for fleet operators. This can be trucking fleets, rental cars and they can see in real time how everything is.

Christine Hughes
President and Chief Investment Strategist, Otterwood Capital Management
Price
$3.170
Owned
Yes
TOP PICK
TOP PICK
December 10, 2013

Content is king and this company owns a lot of 2nd tier kids animated videos. Content providers can now distribute their content to more than just TV channels. They can do Netflix, YouTube, etc. They have the bargaining power. Thinks it will, eventually, get taken out. Recently, bought the Family Channel and the Disney Channel off of Bell Canada (BCE-T) in order to satisfy the regulators.

DHX Media (DHX.B-T)
December 10, 2013

Content is king and this company owns a lot of 2nd tier kids animated videos. Content providers can now distribute their content to more than just TV channels. They can do Netflix, YouTube, etc. They have the bargaining power. Thinks it will, eventually, get taken out. Recently, bought the Family Channel and the Disney Channel off of Bell Canada (BCE-T) in order to satisfy the regulators.

Christine Hughes
President and Chief Investment Strategist, Otterwood Capital Management
Price
$4.720
Owned
Yes
TOP PICK
TOP PICK
December 10, 2013

Collision repair and consolidator. It is reliable because you have accidents in recessions and growth times. This company is consolidating but they also have insurance companies in their back pockets. Insurance companies actually drive business to them so that when they buy a new mom and pop collision center, they automatically increase the profitability of that shop.

Collision repair and consolidator. It is reliable because you have accidents in recessions and growth times. This company is consolidating but they also have insurance companies in their back pockets. Insurance companies actually drive business to them so that when they buy a new mom and pop collision center, they automatically increase the profitability of that shop.

Christine Hughes
President and Chief Investment Strategist, Otterwood Capital Management
Price
$29.080
Owned
Yes