Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 12, 2013

With falling inflation and strong cash flows the consumer is in better shape. There is a slowly recovering housing market in the US. Returned 19 Billion dollars to shareholders over the last two years and more than that to come in the next two years through share buybacks and dividend increases. Shareholder friendly management.

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Home Depot (HD-N)
December 12, 2013

With falling inflation and strong cash flows the consumer is in better shape. There is a slowly recovering housing market in the US. Returned 19 Billion dollars to shareholders over the last two years and more than that to come in the next two years through share buybacks and dividend increases. Shareholder friendly management.

TOP PICK
TOP PICK
December 12, 2013

Benefits from the big energy boom in the US in energy. Biggest input cost is Nat Gas. Big cost advantage against global competitors. As business improves for industrials in the US, they will grow their earnings 25% for the next three years. Yield over 3%.

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Benefits from the big energy boom in the US in energy. Biggest input cost is Nat Gas. Big cost advantage against global competitors. As business improves for industrials in the US, they will grow their earnings 25% for the next three years. Yield over 3%.

BUY
BUY
December 12, 2013

Has done very well. They are in a tricky business because of the problems in the price of cotton. They run a tight ship and just keep rolling along. Expect they will continue to do what they have done in the past. Had a little bit of a pull back so now might be the time to step in. Or, if you want, you could buy a half position now and the rest later.

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Has done very well. They are in a tricky business because of the problems in the price of cotton. They run a tight ship and just keep rolling along. Expect they will continue to do what they have done in the past. Had a little bit of a pull back so now might be the time to step in. Or, if you want, you could buy a half position now and the rest later.

COMMENT
COMMENT
December 12, 2013

They have their problems out West. Have a long standing record of maintaining their dividend. Have some reasonably old coal burning facilities in Alberta.

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Transalta Corp (TA-T)
December 12, 2013

They have their problems out West. Have a long standing record of maintaining their dividend. Have some reasonably old coal burning facilities in Alberta.

WATCH
WATCH
December 12, 2013

Has been hitting new lows, partially due to tax loss selling. The big problem was when they went into the Madagascar project. Politics there are a little bit turbulent. There are a number of environmental issues and the press has not been good to them. The project has reached the point where it looks like it is going to be producing some reasonable cash flow, however, metal markets are not nearly as good as they were when they started the project. Their coal and Cuban assets are still quite good. After all the tax loss selling is done, we may see the stock turn up.

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Has been hitting new lows, partially due to tax loss selling. The big problem was when they went into the Madagascar project. Politics there are a little bit turbulent. There are a number of environmental issues and the press has not been good to them. The project has reached the point where it looks like it is going to be producing some reasonable cash flow, however, metal markets are not nearly as good as they were when they started the project. Their coal and Cuban assets are still quite good. After all the tax loss selling is done, we may see the stock turn up.

DON'T BUY
DON'T BUY
December 12, 2013

Sold his holdings because of concerns on the overall environment. Has performed extremely well in the last little while but feels it is probably fully priced. There is lots of competition and pressure on margins. The environmental side is putting pressure on fracing.

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Sold his holdings because of concerns on the overall environment. Has performed extremely well in the last little while but feels it is probably fully priced. There is lots of competition and pressure on margins. The environmental side is putting pressure on fracing.

PAST TOP PICK
PAST TOP PICK
December 12, 2013

(A Top Pick Dec 13/12. Down 17.55%.) Still feels the company has a lot of potential, but the marketplace just hasn’t been too kind. Increasing production and getting their permits. Haven’t made any mistakes. 3% dividend.

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(A Top Pick Dec 13/12. Down 17.55%.) Still feels the company has a lot of potential, but the marketplace just hasn’t been too kind. Increasing production and getting their permits. Haven’t made any mistakes. 3% dividend.