Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 12, 2014

Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.

Not a cheap stock, but probably deservedly so because they have been executing very well in both Canada and the US. They are also continuing to develop their long-term resource plays. Dividend of 4.5% is sustainable.

Jim Huang
President, T.I.P. Wealth Management
Price
$23.220
Owned
Unknown
COMMENT
COMMENT
May 12, 2014

A very well managed company with diversification in retail and wholesale manufacturing of fertilizers so you want to own this in the long-term. Shorter-term, it is more a function of grain price, farmers’ income and, in Canada, a lot of grain is having trouble getting out. Feels in the short term this is not going anywhere, but long-term it is a very well managed company that you want to own.

Agrium (AGU-T)
May 12, 2014

A very well managed company with diversification in retail and wholesale manufacturing of fertilizers so you want to own this in the long-term. Shorter-term, it is more a function of grain price, farmers’ income and, in Canada, a lot of grain is having trouble getting out. Feels in the short term this is not going anywhere, but long-term it is a very well managed company that you want to own.

Jim Huang
President, T.I.P. Wealth Management
Price
$100.660
Owned
No
PAST TOP PICK
PAST TOP PICK
May 12, 2014

(A Top Pick March 7/13. Up 11.19%.) Liked this because of the new capable management team with leverage way below industry average, which means they have a lot of opportunity to make acquisitions and increased distributions. They still have a lot of potential to create value this way.

(A Top Pick March 7/13. Up 11.19%.) Liked this because of the new capable management team with leverage way below industry average, which means they have a lot of opportunity to make acquisitions and increased distributions. They still have a lot of potential to create value this way.

Jim Huang
President, T.I.P. Wealth Management
Price
$41.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 12, 2014

(A Top Short March 7/13. Down 29.22%.) Had traded this back and forth and has probably broke even. Still believes they have an unsustainable payout model and is a bit of a house of cards. Have pretty strong shareholder support which, if you support it long enough, it may become real. You are best to just stay out of this one at this stage.

(A Top Short March 7/13. Down 29.22%.) Had traded this back and forth and has probably broke even. Still believes they have an unsustainable payout model and is a bit of a house of cards. Have pretty strong shareholder support which, if you support it long enough, it may become real. You are best to just stay out of this one at this stage.

Jim Huang
President, T.I.P. Wealth Management
Price
$8.790
Owned
No
TOP PICK
TOP PICK
May 12, 2014

(A Top Pick March 7/13. Up 20.65%.) Involved in residential real estate in the US as well as getting into development properties and manufacturing housing/leasing trailer parks. When this temporary slowdown in housing prices in the US, there should be a lot more upside here. Saw opportunity in getting into the rental housing business.

(A Top Pick March 7/13. Up 20.65%.) Involved in residential real estate in the US as well as getting into development properties and manufacturing housing/leasing trailer parks. When this temporary slowdown in housing prices in the US, there should be a lot more upside here. Saw opportunity in getting into the rental housing business.

Jim Huang
President, T.I.P. Wealth Management
Price
$7.840
Owned
Yes
DON'T BUY
DON'T BUY
May 12, 2014

Middle classed US consumers are squeezed. Dollar stores and Wal-Mart are doing reasonably okay and the high end stores are doing better. They are trying to get back and are making some progress, but he suspects, even with their balance sheet and cash situation, they are probably a little bit too late.

J.C. Penney (JCP-N)
May 12, 2014

Middle classed US consumers are squeezed. Dollar stores and Wal-Mart are doing reasonably okay and the high end stores are doing better. They are trying to get back and are making some progress, but he suspects, even with their balance sheet and cash situation, they are probably a little bit too late.

Jim Huang
President, T.I.P. Wealth Management
Price
$9.180
Owned
No
PARTIAL BUY
PARTIAL BUY
May 12, 2014

Has done very well in the last little while by developing their exploration opportunities with Cardium plays and a couple of other resource plays. The issue has been they were short of capital development, but have successfully been able to get some joint ventures using third-party money to accelerate growth. Probably due for a bit of a pull back here. They look pretty set for the next 2-3 years. Not a bad time to start picking away at this one.

Has done very well in the last little while by developing their exploration opportunities with Cardium plays and a couple of other resource plays. The issue has been they were short of capital development, but have successfully been able to get some joint ventures using third-party money to accelerate growth. Probably due for a bit of a pull back here. They look pretty set for the next 2-3 years. Not a bad time to start picking away at this one.

Jim Huang
President, T.I.P. Wealth Management
Price
$10.680
Owned
No