Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
December 20, 2013

Leading manufacturer of farming equipment in North America. Thinks there will be some torque out of Europe but more broadly, the market for agricultural machinery will strengthen and the momentum will continue. Feels the 5.9% yield is safe and wouldn’t be surprised to see a dividend increase in 2014. Looking for some good upside.

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Leading manufacturer of farming equipment in North America. Thinks there will be some torque out of Europe but more broadly, the market for agricultural machinery will strengthen and the momentum will continue. Feels the 5.9% yield is safe and wouldn’t be surprised to see a dividend increase in 2014. Looking for some good upside.

TOP PICK
TOP PICK
December 20, 2013

One of his favourite pipelines. Has the only gas pipeline to the BC coast and is going to expand it. Also, has a flagship electric energy project coming on that will give it some real cash flow boost. Anticipates that it is in a good position of growth over the next 3-4 years. Could see $43 in a year. Yield of 3.77%.

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Altagas Ltd (ALA-T)
December 20, 2013

One of his favourite pipelines. Has the only gas pipeline to the BC coast and is going to expand it. Also, has a flagship electric energy project coming on that will give it some real cash flow boost. Anticipates that it is in a good position of growth over the next 3-4 years. Could see $43 in a year. Yield of 3.77%.

TOP PICK
TOP PICK
December 20, 2013

A pharmacy benefits manager. Basically manages your drug benefit electronically. Obama care in the US, despite its rocky start, will expand coverage, which means there will be more people who need their pharmacy benefit managed and he thinks this company will benefit from that. Had a big run, but has pulled back into a range where he feels they can be bought.

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Catamaran Corp (CCT-T)
December 20, 2013

A pharmacy benefits manager. Basically manages your drug benefit electronically. Obama care in the US, despite its rocky start, will expand coverage, which means there will be more people who need their pharmacy benefit managed and he thinks this company will benefit from that. Had a big run, but has pulled back into a range where he feels they can be bought.

PARTIAL SELL
PARTIAL SELL
December 20, 2013

Great company. More recently he has preferred the smaller pipelines. This is getting some traction on Northern Gateway but it is far from certain that it will go ahead. They are more vulnerable because of their low dividend yield to an interest-rate increase than some of the others. You won’t go far wrong by holding this, but if you have made a profit, he would recommend lightening your position a little, and perhaps buying some other pipelines in order to diversify the risk.

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Enbridge (ENB-T)
December 20, 2013

Great company. More recently he has preferred the smaller pipelines. This is getting some traction on Northern Gateway but it is far from certain that it will go ahead. They are more vulnerable because of their low dividend yield to an interest-rate increase than some of the others. You won’t go far wrong by holding this, but if you have made a profit, he would recommend lightening your position a little, and perhaps buying some other pipelines in order to diversify the risk.

BUY
BUY
December 20, 2013

Pembina (PPL-T) or Inter Pipiline (IPL-T)? That’s a choice. He would say Buy both. Both have a lot of really good projects in their pipeline and both have done really well and both have a habit of sharing their good profitability with their investors in the form of increasing distributions. Thinks growth is high enough to protect them both from interest-rate increases.

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Pembina (PPL-T) or Inter Pipiline (IPL-T)? That’s a choice. He would say Buy both. Both have a lot of really good projects in their pipeline and both have done really well and both have a habit of sharing their good profitability with their investors in the form of increasing distributions. Thinks growth is high enough to protect them both from interest-rate increases.

BUY
BUY
December 20, 2013

Pembina (PPL-T) or Inter Pipiline (IPL-T)? That’s a choice. He would say Buy both. Both have a lot of really good projects in their pipeline and both have done really well and both have a habit of sharing their good profitability with their investors in the form of increasing distributions. Thinks growth is high enough to protect them both from interest-rate increases.

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Inter Pipeline (IPL-T)
December 20, 2013

Pembina (PPL-T) or Inter Pipiline (IPL-T)? That’s a choice. He would say Buy both. Both have a lot of really good projects in their pipeline and both have done really well and both have a habit of sharing their good profitability with their investors in the form of increasing distributions. Thinks growth is high enough to protect them both from interest-rate increases.

SELL
SELL
December 20, 2013

If you own, he would be inclined to redeploy the money. Historically the producers go up and down following the commodity price and the commodity price is hard to predict. He would move to energy infrastructure such as a pipeline, because they have much steadier growth.

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Encana Corp (ECA-T)
December 20, 2013

If you own, he would be inclined to redeploy the money. Historically the producers go up and down following the commodity price and the commodity price is hard to predict. He would move to energy infrastructure such as a pipeline, because they have much steadier growth.