Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 28, 2014

If yield is what you are looking for, this does not pay a dividend. However, it has had tremendous growth and is extremely well-managed. Has been watching this for some time, but on a valuation perspective, it is just a little bit more expensive than what he would like to see. If it were to pull back about 10%, he would very definitely be interested in it.

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If yield is what you are looking for, this does not pay a dividend. However, it has had tremendous growth and is extremely well-managed. Has been watching this for some time, but on a valuation perspective, it is just a little bit more expensive than what he would like to see. If it were to pull back about 10%, he would very definitely be interested in it.

COMMENT
COMMENT
July 28, 2014

There has been an appreciation in all of the banks.

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There has been an appreciation in all of the banks.

COMMENT
COMMENT
July 28, 2014

There has been an appreciation in all of the banks. This one has deployed a lot of capital into the US, and he is not sure what the return on capital employed really is. Whether it is sufficient that the shareholders should be happy. He prefers Bank of Nova Scotia (BNS-T).

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There has been an appreciation in all of the banks. This one has deployed a lot of capital into the US, and he is not sure what the return on capital employed really is. Whether it is sufficient that the shareholders should be happy. He prefers Bank of Nova Scotia (BNS-T).

TOP PICK
TOP PICK
July 28, 2014

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

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CAE Inc (CAE-T)
July 28, 2014

Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.

TOP PICK
TOP PICK
July 28, 2014

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

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EnerCare Inc (ECI-T)
July 28, 2014

Just announced they were buying the consumer’s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.

DON'T BUY
DON'T BUY
July 28, 2014

Among the seniors of the oil/gas producers and have a huge following. Has always been extremely well-managed. Lately this has had a very, very good run. Wouldn’t be jumping in at these levels.

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Among the seniors of the oil/gas producers and have a huge following. Has always been extremely well-managed. Lately this has had a very, very good run. Wouldn’t be jumping in at these levels.

HOLD
HOLD
July 28, 2014

Very illustrative of what his position has been lately. Owned this for quite a long time and made a lot of money. Recently took some profits around current levels, trimming about half his position. Would have probably sold it all if he didn’t feel that it still had scope going forward. Still likes the company, and it will prosper going forward. If you own, consider taking profits. Recently announced an agreement with Schlumberger (SLB-N), which is going to open up some new markets for them.

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Very illustrative of what his position has been lately. Owned this for quite a long time and made a lot of money. Recently took some profits around current levels, trimming about half his position. Would have probably sold it all if he didn’t feel that it still had scope going forward. Still likes the company, and it will prosper going forward. If you own, consider taking profits. Recently announced an agreement with Schlumberger (SLB-N), which is going to open up some new markets for them.