Latest Expert Opinions

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COMMENT
COMMENT
July 29, 2014

He did cover Astro, which merged with this company. Hasn’t yet picked up coverage of the new company, but the combined combination company is quite attractive. Valuation is very good right now. Solid balance sheet. Have lots of European exposure, which is getting much better. Good products and good cash flow. Still very, very cheap on a comparable basis to a lot of tech companies.

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He did cover Astro, which merged with this company. Hasn’t yet picked up coverage of the new company, but the combined combination company is quite attractive. Valuation is very good right now. Solid balance sheet. Have lots of European exposure, which is getting much better. Good products and good cash flow. Still very, very cheap on a comparable basis to a lot of tech companies.

BUY
BUY
July 29, 2014

(Market Call Minute.) Same sort of scenario as Petrowest (PRW-T). Small Company in the oil/gas contracting engineering space. Stock got beat up because they missed earnings, but thinks in the long term it is fine.

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(Market Call Minute.) Same sort of scenario as Petrowest (PRW-T). Small Company in the oil/gas contracting engineering space. Stock got beat up because they missed earnings, but thinks in the long term it is fine.

DON'T BUY
DON'T BUY
July 29, 2014

(Market Call Minute.) Cut their dividend. There are lots of margin pressures as costs are going up. In the restaurant service business. No need to own it.

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(Market Call Minute.) Cut their dividend. There are lots of margin pressures as costs are going up. In the restaurant service business. No need to own it.

BUY
BUY
July 29, 2014

(Market Call Minute.) Huge deals that they’ve done over the past couple of years. Fabulous management team. The cycle is perfect for them.

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(Market Call Minute.) Huge deals that they’ve done over the past couple of years. Fabulous management team. The cycle is perfect for them.

DON'T BUY
DON'T BUY
July 29, 2014

(Market Call Minute.) Doesn’t see the point in paying a management fee to own 15 financial stocks. Just buy the banks yourself, save the fee and you’ll be fine.

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(Market Call Minute.) Doesn’t see the point in paying a management fee to own 15 financial stocks. Just buy the banks yourself, save the fee and you’ll be fine.

STRONG BUY
STRONG BUY
July 29, 2014

(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

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(Market Call Minute.) Terminal operator. Great company and good cash flow. Good valuation. Definitely a Buy.

TOP PICK
TOP PICK
July 29, 2014

TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It’s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year’s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.

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TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It’s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year’s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.