Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 11, 2014

(A Top Pick June 26/13. Up 50.71%.) Sold his holdings when it hit his target. They have been able to remodel their stores to achieve better economics. Expanded in Europe through an acquisition. Thinks there is still upside on this. He would be looking to enter again on a pullback.

Foot Locker (FL-N)
July 11, 2014

(A Top Pick June 26/13. Up 50.71%.) Sold his holdings when it hit his target. They have been able to remodel their stores to achieve better economics. Expanded in Europe through an acquisition. Thinks there is still upside on this. He would be looking to enter again on a pullback.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$49.980
Owned
No
PAST TOP PICK
PAST TOP PICK
July 11, 2014

(A Top Pick June 26/13. Up 68.68%.) Trading relatively cheap compared to its US peers, and extremely cheap on the Canadian side. Had an extremely robust Canadian business. Significant value was created by selling their Canadian division. Exited when it hit his $30 target.

Safeway Inc. (SWY-N)
July 11, 2014

(A Top Pick June 26/13. Up 68.68%.) Trading relatively cheap compared to its US peers, and extremely cheap on the Canadian side. Had an extremely robust Canadian business. Significant value was created by selling their Canadian division. Exited when it hit his $30 target.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$34.640
Owned
No
COMMENT
COMMENT
July 11, 2014

Likes that they have done a bunch of things to consolidate their operations. Balance sheet looks fine. They are going to live and die on the price of uranium. If you have a positive outlook on uranium, this is definitely one that you want to own.

Likes that they have done a bunch of things to consolidate their operations. Balance sheet looks fine. They are going to live and die on the price of uranium. If you have a positive outlook on uranium, this is definitely one that you want to own.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$7.700
Owned
Unknown
COMMENT
COMMENT
July 11, 2014

In the phase of constructing as well as raising money to construct a diamond operation in Canada. Raising money is going to take time. He is favourable on diamonds in the back half of the year. Somewhat of a China trade. Because this company is in the building phase, you are going to have to be patient.

In the phase of constructing as well as raising money to construct a diamond operation in Canada. Raising money is going to take time. He is favourable on diamonds in the back half of the year. Somewhat of a China trade. Because this company is in the building phase, you are going to have to be patient.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$0.720
Owned
No
BUY
BUY
July 11, 2014

Thinks they have been looking for more acquisitions, but are disciplined. They are not going to do deals that won’t do well. A fantastic company. Runs an extremely tight ship. Likes their European exposure, and feels there are probably a lot more acquisition opportunities in Europe. If they do deals there, he is sure the market is going to like it.

Thinks they have been looking for more acquisitions, but are disciplined. They are not going to do deals that won’t do well. A fantastic company. Runs an extremely tight ship. Likes their European exposure, and feels there are probably a lot more acquisition opportunities in Europe. If they do deals there, he is sure the market is going to like it.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$29.340
Owned
Yes
BUY
BUY
July 11, 2014

Has under performed on a relative basis, to its peers, mainly because of its Russian exposure. People are afraid of the geopolitical risks. Thinks it is an interesting Buy because of his constructive view on gold. You can trade in and out of this quite quickly if you are wrong.

Kinross Gold (K-T)
July 11, 2014

Has under performed on a relative basis, to its peers, mainly because of its Russian exposure. People are afraid of the geopolitical risks. Thinks it is an interesting Buy because of his constructive view on gold. You can trade in and out of this quite quickly if you are wrong.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$4.680
Owned
Unknown
COMMENT
COMMENT
July 11, 2014

If looking for a short-term trade than your call has to be threefold. 1.) More dividends coming out of the company to get rid of its cash on the balance sheet. 2.) The US parent comes in and buys it. 3.) More real estate liquidation, which would highlight the value that is inherent in the company. Thinks the value has already been had in the company, so there is a bit more risk now.

Sears Canada (SCC-T)
July 11, 2014

If looking for a short-term trade than your call has to be threefold. 1.) More dividends coming out of the company to get rid of its cash on the balance sheet. 2.) The US parent comes in and buys it. 3.) More real estate liquidation, which would highlight the value that is inherent in the company. Thinks the value has already been had in the company, so there is a bit more risk now.

Brian Huen
Managing Partner, Red Sky Capital Management
Price
$14.150
Owned
Unknown