Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
May 12, 2014

Likes it. Has been saying to buy it below $19 and he has sold already. It broke out of a trading range and as it pulls back near previous resistance you want to own it. Decent dividend.

Encana Corp (ECA-T)
May 12, 2014

Likes it. Has been saying to buy it below $19 and he has sold already. It broke out of a trading range and as it pulls back near previous resistance you want to own it. Decent dividend.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$24.600
Owned
No
COMMENT
COMMENT
May 12, 2014

Dividend growth rate has been good over the last 5 years, but it is only 1.5%. 18-19x multiple and he thinks this is rather high. If it does not hold support about $77.20 you should manage your risk.

Dividend growth rate has been good over the last 5 years, but it is only 1.5%. 18-19x multiple and he thinks this is rather high. If it does not hold support about $77.20 you should manage your risk.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$76.820
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2014

A little expensive. Prefers ZWU-T, which is 80% Telcos in Canada and the rest in the US.

A little expensive. Prefers ZWU-T, which is 80% Telcos in Canada and the rest in the US.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.850
Owned
Unknown
BUY
BUY
May 12, 2014

He uses some seasonality and some technicals when looking at stocks, but he doesn’t try to time the market. SU has had an incredible run. It is now starting to get into reasonable levels. Lots of Canadian energy plays have perked up. This is a fine entry point.

He uses some seasonality and some technicals when looking at stocks, but he doesn’t try to time the market. SU has had an incredible run. It is now starting to get into reasonable levels. Lots of Canadian energy plays have perked up. This is a fine entry point.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$42.800
Owned
Yes
BUY
BUY
May 12, 2014

Very interesting Canadian play and underfollowed. Their parts are in about 80% of satellites in orbit. Now they are bidding on ships. They announced last week they got a big contract. If this business starts to generate earnings for them, then it should go somewhere.

Very interesting Canadian play and underfollowed. Their parts are in about 80% of satellites in orbit. Now they are bidding on ships. They announced last week they got a big contract. If this business starts to generate earnings for them, then it should go somewhere.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$3.830
Owned
Unknown
WATCH
WATCH
May 12, 2014

These guys are growing revenues at an alarming clip, but the valuation was a concern for him and some members of the team are leaving and some investors are spooked. It may take a quarter or two to build a base in the name.

These guys are growing revenues at an alarming clip, but the valuation was a concern for him and some members of the team are leaving and some investors are spooked. It may take a quarter or two to build a base in the name.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$18.680
Owned
Unknown
BUY
BUY
May 12, 2014

Canadian Forestry Producers. This is a growth and a value play. It is still a very cheap stock if you believe in a US housing recovery, which he does. Is being held back by Brookfield exiting their position. WEF is putting cost control in place.

Canadian Forestry Producers. This is a growth and a value play. It is still a very cheap stock if you believe in a US housing recovery, which he does. Is being held back by Brookfield exiting their position. WEF is putting cost control in place.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$2.380
Owned
Unknown