Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 12, 2014

Has been a great turnaround story. They have been doing and saying all the right things. They are getting more into the liquefied Nat Gas. Would not be surprised if they have some consecutive beats although he can’t comment on tomorrow’s results.

Encana Corp (ECA-T)
May 12, 2014

Has been a great turnaround story. They have been doing and saying all the right things. They are getting more into the liquefied Nat Gas. Would not be surprised if they have some consecutive beats although he can’t comment on tomorrow’s results.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$24.600
Owned
No
WATCH
WATCH
May 12, 2014

There is not a lot of cash flow and their business is declining. If they get into any growth in their digital businesses it could increase the multiple. He follows it.

There is not a lot of cash flow and their business is declining. If they get into any growth in their digital businesses it could increase the multiple. He follows it.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$7.720
Owned
No
WEAK BUY
WEAK BUY
May 12, 2014

If you are income oriented, they should be okay. You can never get this stock cheap. If you are long term, then you should be very well served.

If you are income oriented, they should be okay. You can never get this stock cheap. If you are long term, then you should be very well served.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$39.250
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 12, 2014

(Top Pick Apr 12/13, Up 21.51%) They were taken out at a 20% premium, but it was near his target. It is a good exit play if a stock gets taken out.

(Top Pick Apr 12/13, Up 21.51%) They were taken out at a 20% premium, but it was near his target. It is a good exit play if a stock gets taken out.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$19.990
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 12, 2014

(Top Pick Apr 12/13, Up 41.29%) Was undervalued. They were integrating new assets they purchased. Margins were getting a little more robust. He got out as they reached a target.

Cogeco Cable (CCA-T)
May 12, 2014

(Top Pick Apr 12/13, Up 41.29%) Was undervalued. They were integrating new assets they purchased. Margins were getting a little more robust. He got out as they reached a target.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$62.050
Owned
No
PAST TOP PICK
PAST TOP PICK
May 12, 2014

(Top Pick Apr 12/13, Up 42.80%) He got out a little higher than where it is now as it hit his valuation target.

(Top Pick Apr 12/13, Up 42.80%) He got out a little higher than where it is now as it hit his valuation target.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$37.830
Owned
No
DON'T BUY
DON'T BUY
May 12, 2014

He is not in any of these. Uranium prices have been quite soft for the last few months. He is following it.

He is not in any of these. Uranium prices have been quite soft for the last few months. He is following it.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$22.500
Owned
Unknown