Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 13, 2014

Trying to acquire Allergan (AGN-N). This is a fantastic company. When it comes to pharmaceuticals, he feels they are doing everything correctly. They are buying companies that are not under any kind of FDA approval. He has an issue the way this has been done, where someone goes in and buys options in the company and then goes to another company to get them to buy it.

Trying to acquire Allergan (AGN-N). This is a fantastic company. When it comes to pharmaceuticals, he feels they are doing everything correctly. They are buying companies that are not under any kind of FDA approval. He has an issue the way this has been done, where someone goes in and buys options in the company and then goes to another company to get them to buy it.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$141.400
Owned
No
BUY
BUY
May 13, 2014

Very interesting company. Doing everything right. Great balance sheet and great management. They are now having the premium economy seating. Getting into more wide bodies. Flying overseas.

Very interesting company. Doing everything right. Great balance sheet and great management. They are now having the premium economy seating. Getting into more wide bodies. Flying overseas.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$24.100
Owned
No
DON'T BUY
DON'T BUY
May 13, 2014

Had some issues in the past. If you want to get involved in this sector, he would be much more comfortable in something like Magna (MG-T) or Linamar (LNR-T) which are firing on all cylinders. Car sales in the US in 2013 were some of the best on record. You want to buy companies that are showing activity with good stock movements.

Martinrea (MRE-T)
May 13, 2014

Had some issues in the past. If you want to get involved in this sector, he would be much more comfortable in something like Magna (MG-T) or Linamar (LNR-T) which are firing on all cylinders. Car sales in the US in 2013 were some of the best on record. You want to buy companies that are showing activity with good stock movements.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$10.950
Owned
Unknown
BUY
BUY
May 13, 2014

BMO Eq Wt US Banks Hedged CAD (ZUB-T) or BMO Equal Weight US Banks (ZBK-T)? Thinks the US banks will probably do pretty good here. US housing is still increasing and US banks is a great way to play that. ZUB would definitely be the way to play it. Regarding hedging, trying to predict currencies is darn near impossible.

BMO Eq Wt US Banks Hedged CAD (ZUB-T) or BMO Equal Weight US Banks (ZBK-T)? Thinks the US banks will probably do pretty good here. US housing is still increasing and US banks is a great way to play that. ZUB would definitely be the way to play it. Regarding hedging, trying to predict currencies is darn near impossible.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$19.900
Owned
Yes
COMMENT
COMMENT
May 13, 2014

BMO Eq Wt US Banks Hedged CAD (ZUB-T) or BMO Equal Weight US Banks (ZBK-T)? Thinks the US banks will probably do pretty good here. US housing is still increasing and US banks is a great way to play that. ZUB would definitely be the way to play it. Regarding hedging, trying to predict currencies is darn near impossible.

BMO Eq Wt US Banks Hedged CAD (ZUB-T) or BMO Equal Weight US Banks (ZBK-T)? Thinks the US banks will probably do pretty good here. US housing is still increasing and US banks is a great way to play that. ZUB would definitely be the way to play it. Regarding hedging, trying to predict currencies is darn near impossible.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$15.090
Owned
Unknown
HOLD
HOLD
May 13, 2014

Really bullish on this whole area. Merged with a company and are now more international. Chart is fantastic. Looking at the whole global infrastructure, especially in Canada, federal government has kicked in billions in infrastructure; Ontario government has done the same.

Really bullish on this whole area. Merged with a company and are now more international. Chart is fantastic. Looking at the whole global infrastructure, especially in Canada, federal government has kicked in billions in infrastructure; Ontario government has done the same.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$38.050
Owned
Unknown
COMMENT
COMMENT
May 13, 2014

As long as you understand how covered calls work i.e. they limit your upside. It has been a great performer. 5.7% dividend yield.

As long as you understand how covered calls work i.e. they limit your upside. It has been a great performer. 5.7% dividend yield.

Michael Bowman
Portfolio Manager, Wickham Investment Management
Price
$15.430
Owned
No