Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 14, 2014

This is the only company that has a gas pipeline that they are expanding and are permitting on, so they will have the 1st LNG plant. A great growth story. Have $2.5 billion of capital projects ahead of them. Earnings have been going up dramatically. Increased their dividends steadily. Yield of 3.62%.

Altagas Ltd (ALA-T)
May 14, 2014

This is the only company that has a gas pipeline that they are expanding and are permitting on, so they will have the 1st LNG plant. A great growth story. Have $2.5 billion of capital projects ahead of them. Earnings have been going up dramatically. Increased their dividends steadily. Yield of 3.62%.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$48.670
Owned
Yes
TOP PICK
TOP PICK
May 14, 2014

Have a number of things going for them. The US recovery is going to put more people into movie theatres and their theme parks. Spectacularly good results on both their animation side with Frozen and on their Marvel side. They bought Marvel and have 2400 characters and have great franchises. Dividend yield of 1.05%.

Walt Disney (DIS-N)
May 14, 2014

Have a number of things going for them. The US recovery is going to put more people into movie theatres and their theme parks. Spectacularly good results on both their animation side with Frozen and on their Marvel side. They bought Marvel and have 2400 characters and have great franchises. Dividend yield of 1.05%.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$80.150
Owned
Yes
TOP PICK
TOP PICK
May 14, 2014

Just raised $5.215 billion in their new fund. Shareholders share with the management team in the revenues from new funds, so this additional money is good news. He bought this because we are in a market period where we are going to see a lot more IPOs. A lot of the companies that are in the Onex stable, which are often carried at cost, when they go public or get sold there is a big bump when people see that they are going to start moving this company up. Has a lot more room to grow. Dividend yield of 0.24%.

Onex Corp (ONEX-T)
May 14, 2014

Just raised $5.215 billion in their new fund. Shareholders share with the management team in the revenues from new funds, so this additional money is good news. He bought this because we are in a market period where we are going to see a lot more IPOs. A lot of the companies that are in the Onex stable, which are often carried at cost, when they go public or get sold there is a big bump when people see that they are going to start moving this company up. Has a lot more room to grow. Dividend yield of 0.24%.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$63.350
Owned
Yes
COMMENT
COMMENT
May 14, 2014

Likes this. They are making a very strategic move. Have good national advertising. Opened branches in airports and downtown areas. They appeal to the aging boomer who is nostalgic for a teen burger to remember their youth and are also playing to concerns about additives and hormones. 6% yield.

Likes this. They are making a very strategic move. Have good national advertising. Opened branches in airports and downtown areas. They appeal to the aging boomer who is nostalgic for a teen burger to remember their youth and are also playing to concerns about additives and hormones. 6% yield.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$23.100
Owned
Yes
SELL
SELL
May 14, 2014

Believes this is worth more than what it is trading at. He exited his position because he was very frustrated that they didn’t take any the offers that came their way. Although he has a high regard for management, one of the issues is that management is well paid, but they don’t own a lot of stock, so there is no big incentive for them.

Believes this is worth more than what it is trading at. He exited his position because he was very frustrated that they didn’t take any the offers that came their way. Although he has a high regard for management, one of the issues is that management is well paid, but they don’t own a lot of stock, so there is no big incentive for them.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$2.490
Owned
No
COMMENT
COMMENT
May 14, 2014

Had liked this because it had a lot of upside potential in the oil sands and he thought it would get a big bump. It did get a good run up and then came way off. Tends to blow hot and cold depending on sentiment on oil sands development. If it gets up to the higher part of its trading range, he would probably Sell. There is a lot of oil sands land and a lot of the big companies have stepped up and made their purchases. The government has also made it harder for foreign purchasers to come in and take out companies like this.

Had liked this because it had a lot of upside potential in the oil sands and he thought it would get a big bump. It did get a good run up and then came way off. Tends to blow hot and cold depending on sentiment on oil sands development. If it gets up to the higher part of its trading range, he would probably Sell. There is a lot of oil sands land and a lot of the big companies have stepped up and made their purchases. The government has also made it harder for foreign purchasers to come in and take out companies like this.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$7.380
Owned
No
BUY
BUY
May 14, 2014

Has had a terrific run lately and he had to trim because it became too large a position. There is still lots of room for this company to build pipelines and add volume to existing pipelines, largely in Alberta. Lots of growth and production in the oil sands and it has to get somewhere so this has a lot of CapX ahead. If you have a long horizon, you could step into this. It has a habit of running up 10% and then giving back some. Try to get it under $30, but you could buy it now.

Has had a terrific run lately and he had to trim because it became too large a position. There is still lots of room for this company to build pipelines and add volume to existing pipelines, largely in Alberta. Lots of growth and production in the oil sands and it has to get somewhere so this has a lot of CapX ahead. If you have a long horizon, you could step into this. It has a habit of running up 10% and then giving back some. Try to get it under $30, but you could buy it now.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$30.250
Owned
Yes