Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 4, 2014

Stock has acted incredibly well. Owns this primarily for its yield, and is quite comfortable that it will be maintained for a while. Stock is being driven lately because it is becoming a sort of quasi-oil service company (because of piping), so it is getting a kind of run that many companies in the oil service patch have enjoyed. A perfect type of stock for a portfolio. Historically pays dividends as a percentage of revenues.

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Stock has acted incredibly well. Owns this primarily for its yield, and is quite comfortable that it will be maintained for a while. Stock is being driven lately because it is becoming a sort of quasi-oil service company (because of piping), so it is getting a kind of run that many companies in the oil service patch have enjoyed. A perfect type of stock for a portfolio. Historically pays dividends as a percentage of revenues.

HOLD
HOLD
July 4, 2014

Right now, the rail sector is doing well. He can’t find a better combination of dividend growth, management expertise and management ability than in this company.

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Right now, the rail sector is doing well. He can’t find a better combination of dividend growth, management expertise and management ability than in this company.

COMMENT
COMMENT
July 4, 2014

Has to go through consolidation pains/gains, and hope that the synergies materialize. Going forward it offers some interesting opportunities. Multiple expansion would be a significant help to them. Unfortunately, trading in the Canadian marketplace, it has a richer multiple than its US peers. Before owning he will want to see their ability to raise the dividend a little bit more.

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Has to go through consolidation pains/gains, and hope that the synergies materialize. Going forward it offers some interesting opportunities. Multiple expansion would be a significant help to them. Unfortunately, trading in the Canadian marketplace, it has a richer multiple than its US peers. Before owning he will want to see their ability to raise the dividend a little bit more.

DON'T BUY
DON'T BUY
July 4, 2014

Biggest question facing them is “Is the dividend secure?”. Had been a 2 trick pony, and is now down to a 1 trick media pony that you divide into 2. Harlequin is gone now, so they have a lot of cash on the balance sheet. The question is, what are they going to do with that cash. Traditional media is hurting, particularly the newspaper business, which is half their cash flow. They now have to do something to break out. In the meantime, they are paying a high level of dividend out of that cash. If they do something that requires cash, they may cut that dividend. 6.6% dividend yield.

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Biggest question facing them is “Is the dividend secure?”. Had been a 2 trick pony, and is now down to a 1 trick media pony that you divide into 2. Harlequin is gone now, so they have a lot of cash on the balance sheet. The question is, what are they going to do with that cash. Traditional media is hurting, particularly the newspaper business, which is half their cash flow. They now have to do something to break out. In the meantime, they are paying a high level of dividend out of that cash. If they do something that requires cash, they may cut that dividend. 6.6% dividend yield.

BUY
BUY
July 4, 2014

This is really a good, long term Hold. Has a decent yield, and a very interesting collection of oil properties giving you international diversification. Getting a lot of their oil prices in Brent which is $8 more than West Texas. In the near-term, they have the Irish gas play, which gives them more growth. Very attractive yield of 3.5%, which should be able to go up.

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This is really a good, long term Hold. Has a decent yield, and a very interesting collection of oil properties giving you international diversification. Getting a lot of their oil prices in Brent which is $8 more than West Texas. In the near-term, they have the Irish gas play, which gives them more growth. Very attractive yield of 3.5%, which should be able to go up.

PAST TOP PICK
PAST TOP PICK
July 4, 2014

(A Top Pick July 4/13. Up 3.62%.) Missed his timing by about 2 weeks. Has been accumulating. Pays a nice dividend while you wait. A great long-term story.

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(A Top Pick July 4/13. Up 3.62%.) Missed his timing by about 2 weeks. Has been accumulating. Pays a nice dividend while you wait. A great long-term story.

PAST TOP PICK
PAST TOP PICK
July 4, 2014

(A Top Pick July 4/13. Up 8.65%.) New CEO recently described the company as “a cold plate of spaghetti that needs to be untangled”. He likes that analogy. He likes to buy stocks when the market has an erroneous reaction.

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(A Top Pick July 4/13. Up 8.65%.) New CEO recently described the company as “a cold plate of spaghetti that needs to be untangled”. He likes that analogy. He likes to buy stocks when the market has an erroneous reaction.