Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 31, 2014

There has been profit taking. It’s an upward chart. Looks like it is consolidating gains. There is a potential sensitivity in that their main input cost is Natural Gas. You have to watch it.

Methanex Corp (MX-T)
March 31, 2014

There has been profit taking. It’s an upward chart. Looks like it is consolidating gains. There is a potential sensitivity in that their main input cost is Natural Gas. You have to watch it.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$70.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 31, 2014

(Top Pick Mar 20’13, Up 33.28%) The oil price plus Putin have benefited it. They are one of the best.

(Top Pick Mar 20’13, Up 33.28%) The oil price plus Putin have benefited it. They are one of the best.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$52.260
Owned
No
TOP PICK
TOP PICK
March 31, 2014

(Top Pick Mar 20’13, Up 241.53%) Good news today – an acquisition today. The Detroit big three did not want to sell to them in the past, but are more open to it now. Lots of scope to keep going. Will double again in the next few years because of their relationships with dealerships across Canada. They gain the trust of dealerships ready for when the owners want to retire.

AutoCanada Inc. (ACQ-T)
March 31, 2014

(Top Pick Mar 20’13, Up 241.53%) Good news today – an acquisition today. The Detroit big three did not want to sell to them in the past, but are more open to it now. Lots of scope to keep going. Will double again in the next few years because of their relationships with dealerships across Canada. They gain the trust of dealerships ready for when the owners want to retire.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$61.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 31, 2014

(Top Pick Mar 20’13, Up 45.15%) A family owned company. An expert company and a long term hold.

Winpak Ltd. (WPK-T)
March 31, 2014

(Top Pick Mar 20’13, Up 45.15%) A family owned company. An expert company and a long term hold.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$27.800
Owned
Yes
HOLD
HOLD
March 31, 2014

Hazardous rail car equipment. They are experts. Their engineering capabilities are beyond the norm.

Hazardous rail car equipment. They are experts. Their engineering capabilities are beyond the norm.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$4.570
Owned
Unknown
BUY
BUY
March 31, 2014

The price of gold is pretty steady. No cause to be alarmed in either direction. LSG is being treated with greater affection than a couple of years ago. Is building to be a decent producer.

Lake Shore Gold (LSG-T)
March 31, 2014

The price of gold is pretty steady. No cause to be alarmed in either direction. LSG is being treated with greater affection than a couple of years ago. Is building to be a decent producer.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.730
Owned
Unknown
COMMENT
COMMENT
March 31, 2014

There is fierce competition in the entire food sector.

There is fierce competition in the entire food sector.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$19.530
Owned
No