Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 12, 2014

They have a lot of good growth projects. The valuation is just too high for him to hold. You might do okay over a few years.

They have a lot of good growth projects. The valuation is just too high for him to hold. You might do okay over a few years.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$44.540
Owned
No
DON'T BUY
DON'T BUY
May 12, 2014

Likes it. One of the stronger banks. Likes BNS and HCG-T slightly more. The Aeroplan credit cards should do well for them. He doesn’t want to be there because he doesn’t think banks will outperform the market.

Likes it. One of the stronger banks. Likes BNS and HCG-T slightly more. The Aeroplan credit cards should do well for them. He doesn’t want to be there because he doesn’t think banks will outperform the market.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$52.190
Owned
No
BUY
BUY
May 12, 2014

Believes it has pretty nice legs here as well. Could flip flop between this and SLF. Multiple is not screaming risky to him.

Believes it has pretty nice legs here as well. Could flip flop between this and SLF. Multiple is not screaming risky to him.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$20.530
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2014

They are looking at a strategic review as to whether they will sell assets. But they don’t have a robust pipeline. He doesn’t know where the growth will come from.

They are looking at a strategic review as to whether they will sell assets. But they don’t have a robust pipeline. He doesn’t know where the growth will come from.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$3.540
Owned
Unknown
WEAK BUY
WEAK BUY
May 12, 2014

Does not know if BCE will take over BA. The dividend is probably safe. He would want to lose the dividend and move to T-T. BA is safe and steady if you want the income.

Bell Aliant (BA-T)
May 12, 2014

Does not know if BCE will take over BA. The dividend is probably safe. He would want to lose the dividend and move to T-T. BA is safe and steady if you want the income.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$28.170
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2014

Doesn’t know if they get taken out. Not an overly demanding multiple. Integration issues with some CI work. It’s on his radar.

Doesn’t know if they get taken out. Not an overly demanding multiple. Integration issues with some CI work. It’s on his radar.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$46.210
Owned
No
DON'T BUY
DON'T BUY
May 12, 2014

Value play. Was in it not so long ago. Sold at the sell off due to being stopped out. Nice value play they are building out in the US now.

Value play. Was in it not so long ago. Sold at the sell off due to being stopped out. Nice value play they are building out in the US now.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$2.880
Owned
No