Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 12, 2014

Stock had a pretty good run, especially after last quarter. One of the best oil sands producers in Canada. Has building growth. Management team has improved capital efficiencies and became more friendly to shareholders. In the near-term, they may have to consolidate a little bit. If you hold this, you will have increasing dividends and incremental growth. Thinks the next level will be $40-$45.

Stock had a pretty good run, especially after last quarter. One of the best oil sands producers in Canada. Has building growth. Management team has improved capital efficiencies and became more friendly to shareholders. In the near-term, they may have to consolidate a little bit. If you hold this, you will have increasing dividends and incremental growth. Thinks the next level will be $40-$45.

Jim Huang
President, T.I.P. Wealth Management
Price
$42.800
Owned
Yes
COMMENT
COMMENT
May 12, 2014

In a pretty challenging industry in terms of bus building. Most customers are transits which are funded by state and provincial governments, which have been going through some pretty tough fiscal situations over the last few years. Things seem to be picking up and they have been doing what they can in forming strategic alliances, reducing costs and getting orders. The business is still challenged because of so many different buyers and so many different requirements. On the cyclical business, there could be some upside still. Yield of about 5%.

In a pretty challenging industry in terms of bus building. Most customers are transits which are funded by state and provincial governments, which have been going through some pretty tough fiscal situations over the last few years. Things seem to be picking up and they have been doing what they can in forming strategic alliances, reducing costs and getting orders. The business is still challenged because of so many different buyers and so many different requirements. On the cyclical business, there could be some upside still. Yield of about 5%.

Jim Huang
President, T.I.P. Wealth Management
Price
$11.640
Owned
No
COMMENT
COMMENT
May 12, 2014

Their big claim to fame was the molybdenum play, which was hot a few years ago. Trying to diversify. Building a new copper mine so when that is up and running, they will probably do better because copper has a better outlook. Still trying to ramp it up and raise money to finish the mine. It will be a challenge in the short term. There are probably better places to be in the metal sector.

Their big claim to fame was the molybdenum play, which was hot a few years ago. Trying to diversify. Building a new copper mine so when that is up and running, they will probably do better because copper has a better outlook. Still trying to ramp it up and raise money to finish the mine. It will be a challenge in the short term. There are probably better places to be in the metal sector.

Jim Huang
President, T.I.P. Wealth Management
Price
$3.080
Owned
Unknown
COMMENT
COMMENT
May 12, 2014

Over the last few years, with the recession and slow recovery, customers were trading down to Dollar stores. This stock; however, continued to lag the traditional pace because it had really been hurt by lower wage income earners and the slow pace of job recovery. However, this company has staying power. Biggest retailer globally and continues to have low costs. With economies picking up this company will benefit. He is waiting for same-store sales to be more positive.

Walmart Inc (WMT-N)
May 12, 2014

Over the last few years, with the recession and slow recovery, customers were trading down to Dollar stores. This stock; however, continued to lag the traditional pace because it had really been hurt by lower wage income earners and the slow pace of job recovery. However, this company has staying power. Biggest retailer globally and continues to have low costs. With economies picking up this company will benefit. He is waiting for same-store sales to be more positive.

Jim Huang
President, T.I.P. Wealth Management
Price
$79.150
Owned
No
COMMENT
COMMENT
May 12, 2014

Great technology. Airlines need the technology to help them generate more free revenues. Have been signing up great partners in the last few months. There is a lot of promise in generating a lot of revenues. The key thing is execution, which he feels they need to continue to demonstrate.

GuestLogix (GXI-T)
May 12, 2014

Great technology. Airlines need the technology to help them generate more free revenues. Have been signing up great partners in the last few months. There is a lot of promise in generating a lot of revenues. The key thing is execution, which he feels they need to continue to demonstrate.

Jim Huang
President, T.I.P. Wealth Management
Price
$1.320
Owned
No
COMMENT
COMMENT
May 12, 2014

A two-part company of manufacturing pulp chemicals and building trans-shipment oil terminals to ship heavy oil bitumen down south. Unfortunately, the latter has been over budget and behind schedule. As a result, the balance sheet leverage has run up. Dividend may not be safe and may have to be cut and that would cause a bit more downdraft. Stock is relatively cheap and he thinks there is probably value in it but in the short term look for more negative news.

Canexus Corp (CUS-T)
May 12, 2014

A two-part company of manufacturing pulp chemicals and building trans-shipment oil terminals to ship heavy oil bitumen down south. Unfortunately, the latter has been over budget and behind schedule. As a result, the balance sheet leverage has run up. Dividend may not be safe and may have to be cut and that would cause a bit more downdraft. Stock is relatively cheap and he thinks there is probably value in it but in the short term look for more negative news.

Jim Huang
President, T.I.P. Wealth Management
Price
$4.690
Owned
No
COMMENT
COMMENT
May 12, 2014

A unique position in the refitting and manufacturing of railcars and truck safety valves. They have proprietary technology, which has been on for the last 20 years, but was never effectively marketed and manufactured. 3 years ago a new management team came in and started to commercialize the products and started getting big rail car manufacturers. Stock performance has been spectacular. Stock is probably a bit ahead of itself. They clearly have a lot of products and are continually rolling out new products. He wants to wait to see how they execute.

A unique position in the refitting and manufacturing of railcars and truck safety valves. They have proprietary technology, which has been on for the last 20 years, but was never effectively marketed and manufactured. 3 years ago a new management team came in and started to commercialize the products and started getting big rail car manufacturers. Stock performance has been spectacular. Stock is probably a bit ahead of itself. They clearly have a lot of products and are continually rolling out new products. He wants to wait to see how they execute.

Jim Huang
President, T.I.P. Wealth Management
Price
$7.040
Owned
No