Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 12, 2013

(A Top Pick Dec 13/12. Up 16.51%.) Have done extremely well. Increasing production. Cut back on their share dilution. There was a fairly significant US ownership, which seems to have gone elsewhere.

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(A Top Pick Dec 13/12. Up 16.51%.) Have done extremely well. Increasing production. Cut back on their share dilution. There was a fairly significant US ownership, which seems to have gone elsewhere.

PAST TOP PICK
PAST TOP PICK
December 12, 2013

(A Top Pick Dec 13/12. Up 15.6%.) Caribbean is definitely not doing well as tourism really hasn’t recovered. Other Central American countries are doing okay. Still likes their ability to be in faster growing markets than Canada.

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Bank of Nova Scotia (BNS-T)
December 12, 2013

(A Top Pick Dec 13/12. Up 15.6%.) Caribbean is definitely not doing well as tourism really hasn’t recovered. Other Central American countries are doing okay. Still likes their ability to be in faster growing markets than Canada.

BUY WEAKNESS
BUY WEAKNESS
December 12, 2013

(His Top Pick on Sept 23/13.) Thinks this is going to have to rest awhile. Likes this on a long-term basis. If it runs a little, he might take some off the table. If it sold back down to $55, he would probably add to some of his accounts.

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(His Top Pick on Sept 23/13.) Thinks this is going to have to rest awhile. Likes this on a long-term basis. If it runs a little, he might take some off the table. If it sold back down to $55, he would probably add to some of his accounts.

WATCH
WATCH
December 12, 2013

Quite volatile. When they came out with a bad quarter in Jan/Feb, the stock got whacked. You have to realize this is somewhat volatile. Likes what they are doing. Did a major expansion across the country. Their contract with Suncor (SU-T) is ending and he is not sure what they are going to do regarding replacements of supplies.

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Parkland Fuel Corp (PKI-T)
December 12, 2013

Quite volatile. When they came out with a bad quarter in Jan/Feb, the stock got whacked. You have to realize this is somewhat volatile. Likes what they are doing. Did a major expansion across the country. Their contract with Suncor (SU-T) is ending and he is not sure what they are going to do regarding replacements of supplies.

HOLD
HOLD
December 12, 2013

Recently there was a move to consolidate parts of their business. Everything he sees so far, he likes. He’ll probably pay more attention to this one in the new year. Good spread of assets. Thinks the environment will be favouring this kind of company as things settle down into more normal financial markets.

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Recently there was a move to consolidate parts of their business. Everything he sees so far, he likes. He’ll probably pay more attention to this one in the new year. Good spread of assets. Thinks the environment will be favouring this kind of company as things settle down into more normal financial markets.

COMMENT
COMMENT
December 12, 2013

Financing their Arizona acquisition by convertible debentures. He is still looking at this. His concern is that it is a big bite. He is not totally familiar with the Arizona area. Hasn’t decided how he feels about this yet.

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Fortis Inc. (FTS-T)
December 12, 2013

Financing their Arizona acquisition by convertible debentures. He is still looking at this. His concern is that it is a big bite. He is not totally familiar with the Arizona area. Hasn’t decided how he feels about this yet.

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

Grocery business in Canada has become much, much more competitive with Wal-Mart (WMT-N) coming in. This is an area where everybody is manoeuvring for position, and it is going to be hard to keep margins up.

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George Weston Ltd. (WN-T)
December 12, 2013

Grocery business in Canada has become much, much more competitive with Wal-Mart (WMT-N) coming in. This is an area where everybody is manoeuvring for position, and it is going to be hard to keep margins up.