Latest Expert Opinions

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BUY
BUY
July 14, 2014

Makes toilet paper. If there is ever a staple product that is not going to go out of business, toilet paper is going to be high on that list. Company commissioned a giant new plant in Tennessee, and is now coming up to full operation and what is expected in terms of margin. He expects to see free cash flow expand. Has a good yield 4.5%, which he expects to continue going forward.

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KP Tissue Inc (KPT-T)
July 14, 2014

Makes toilet paper. If there is ever a staple product that is not going to go out of business, toilet paper is going to be high on that list. Company commissioned a giant new plant in Tennessee, and is now coming up to full operation and what is expected in terms of margin. He expects to see free cash flow expand. Has a good yield 4.5%, which he expects to continue going forward.

COMMENT
COMMENT
July 14, 2014

This is the controller of Sobey’s stores. It also has a controlling interest in Crombie REIT, an owner of shopping centers across Canada. Sobey’s has recently taken over Safeway in Western Canada. The grocery business is a low margin, nickel/dime business. Very competitive. If you look through this company and try to value the assets, you will find that the value of the assets is higher than the stock price, $80-$90 a share. He thinks they have some synergies coming out of the Safeway acquisition. They are closing quite a few stores because of too much capacity and duplication. They’ll no doubt save a lot of money on logistics and administration. He sees increasing margins.

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This is the controller of Sobey’s stores. It also has a controlling interest in Crombie REIT, an owner of shopping centers across Canada. Sobey’s has recently taken over Safeway in Western Canada. The grocery business is a low margin, nickel/dime business. Very competitive. If you look through this company and try to value the assets, you will find that the value of the assets is higher than the stock price, $80-$90 a share. He thinks they have some synergies coming out of the Safeway acquisition. They are closing quite a few stores because of too much capacity and duplication. They’ll no doubt save a lot of money on logistics and administration. He sees increasing margins.

BUY
BUY
July 14, 2014

Used to make all its monies through infant car seats and “put it together yourself” furniture. It has now become a big force in the bicycle market. Last year the stock got slammed because of very cold, wet spring weather, and didn’t sell as many bicycles as expected. This year things are going better. He is quite bullish on the stock.

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Used to make all its monies through infant car seats and “put it together yourself” furniture. It has now become a big force in the bicycle market. Last year the stock got slammed because of very cold, wet spring weather, and didn’t sell as many bicycles as expected. This year things are going better. He is quite bullish on the stock.

COMMENT
COMMENT
July 14, 2014

A midstream company in the Alberta energy corridor, and do all kinds of things, from moving oil by truck, tankage and pipelines. This area has been a really hot sector. However, with natural gas at such low prices, can this kind of company continue to thrive and continue making that kind of money by providing services? This company seems to be doing a very good job, and certainly bears consideration.

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Gibson Energy (GEI-T)
July 14, 2014

A midstream company in the Alberta energy corridor, and do all kinds of things, from moving oil by truck, tankage and pipelines. This area has been a really hot sector. However, with natural gas at such low prices, can this kind of company continue to thrive and continue making that kind of money by providing services? This company seems to be doing a very good job, and certainly bears consideration.

BUY
BUY
July 14, 2014

He can’t understand why the government has an insatiable demand for a 4th national carrier, which they just don’t seem to be able to produce. Everybody says there is no room for a 4th carrier. Feels the sports franchises they own are not valued in the price of the stock at all. Feels this is a tremendous buy at this price.

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He can’t understand why the government has an insatiable demand for a 4th national carrier, which they just don’t seem to be able to produce. Everybody says there is no room for a 4th carrier. Feels the sports franchises they own are not valued in the price of the stock at all. Feels this is a tremendous buy at this price.

PAST TOP PICK
PAST TOP PICK
July 14, 2014

(A Top Pick July 15/13. Up 16.94%.) If you are an income investor, this is a conservative investment that pays good and rising dividends. It gives you the dividend tax credit. The stock should rise with the market over time.

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BCE Inc. (BCE-T)
July 14, 2014

(A Top Pick July 15/13. Up 16.94%.) If you are an income investor, this is a conservative investment that pays good and rising dividends. It gives you the dividend tax credit. The stock should rise with the market over time.

PAST TOP PICK
PAST TOP PICK
July 14, 2014

(A Top Pick July 15/13. Up 31.68%.) Likes this primarily for its international exposure. Very big Latin America exposure, Southeast Asian exposure and not much US exposure. In markets that have tremendous upside with growing middle classes.

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(A Top Pick July 15/13. Up 31.68%.) Likes this primarily for its international exposure. Very big Latin America exposure, Southeast Asian exposure and not much US exposure. In markets that have tremendous upside with growing middle classes.