Latest Expert Opinions

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Opinion
Expert
TOP PICK
TOP PICK
August 6, 2014

(A Top Pick Dec 20/13. Up 22.5%.) Just loves what they are doing. Extraordinarily well positioned for LNG. They are the only people with a gas pipe line and prospects of an early LNG facility. Have done some acquisitions. Can see at least $53 in 12 months.

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Altagas Ltd (ALA-T)
August 6, 2014

(A Top Pick Dec 20/13. Up 22.5%.) Just loves what they are doing. Extraordinarily well positioned for LNG. They are the only people with a gas pipe line and prospects of an early LNG facility. Have done some acquisitions. Can see at least $53 in 12 months.

PAST TOP PICK
PAST TOP PICK
August 6, 2014

(A Top Pick Dec 20/13. Down 6.09%.) Quite a volatile stock. They do pharmaceutical benefit management in the US. Becoming increasingly more important with Obama Care as millions more people are going to have coverage. Good entry point.

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Catamaran Corp (CCT-T)
August 6, 2014

(A Top Pick Dec 20/13. Down 6.09%.) Quite a volatile stock. They do pharmaceutical benefit management in the US. Becoming increasingly more important with Obama Care as millions more people are going to have coverage. Good entry point.

PARTIAL BUY
PARTIAL BUY
August 6, 2014

Trending down and may have something to do with the view that car sales couldn’t get much bigger than they’ve been. Car dealerships are a good thing to own and there are some economies of scale in owning a lot of dealerships. Have had a huge run and there is competition in the field, but there is also big generational change coming. Thinks it has a very good 5 year outlook. If you are buying, pick away at it, such as by thirds.

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AutoCanada Inc. (ACQ-T)
August 6, 2014

Trending down and may have something to do with the view that car sales couldn’t get much bigger than they’ve been. Car dealerships are a good thing to own and there are some economies of scale in owning a lot of dealerships. Have had a huge run and there is competition in the field, but there is also big generational change coming. Thinks it has a very good 5 year outlook. If you are buying, pick away at it, such as by thirds.

COMMENT
COMMENT
August 6, 2014

Really likes this. Part of broad health reform by monitoring patients at home. A mom and pop industry and they are consolidating it. Likes management which has done several very good acquisitions, and have cash to do some more.

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Really likes this. Part of broad health reform by monitoring patients at home. A mom and pop industry and they are consolidating it. Likes management which has done several very good acquisitions, and have cash to do some more.

COMMENT
COMMENT
August 6, 2014

Had a great run. Trimmed his position at around $7. He was waiting for the catalyst event of them closing the Family Channel, which they did. Likes it long term and if it came off further, he would likely Buy more of it back. Loves where they are positioned. There are only a handful of studios globally that produce content for the children’s segment. Turning into a global business and they are either going to be acquired or are going to be one of the consolidators.

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DHX Media (DHX.B-T)
August 6, 2014

Had a great run. Trimmed his position at around $7. He was waiting for the catalyst event of them closing the Family Channel, which they did. Likes it long term and if it came off further, he would likely Buy more of it back. Loves where they are positioned. There are only a handful of studios globally that produce content for the children’s segment. Turning into a global business and they are either going to be acquired or are going to be one of the consolidators.

STRONG BUY
STRONG BUY
August 6, 2014

One of the main holdings in his energy infrastructure fund. This company makes the chemicals that make fracing work. Getting good margins and they are growing. Now into the oil sands where they are probably going to be a big player. Had run up to $30, so they split it 3 for 1 and it traded off from $11.50 to around $9. This is a very good entry point.

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One of the main holdings in his energy infrastructure fund. This company makes the chemicals that make fracing work. Getting good margins and they are growing. Now into the oil sands where they are probably going to be a big player. Had run up to $30, so they split it 3 for 1 and it traded off from $11.50 to around $9. This is a very good entry point.

WATCH
WATCH
August 6, 2014

Has mixed feelings. Had hoped to see a revival in the IPO market and the resource sector, where these mid-tier firms in Canada historically made their money. He would be patient and wouldn’t rush right in. They may have another difficult quarter. Put it on your Watch List and see if you can pick it up after their Q3.

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Has mixed feelings. Had hoped to see a revival in the IPO market and the resource sector, where these mid-tier firms in Canada historically made their money. He would be patient and wouldn’t rush right in. They may have another difficult quarter. Put it on your Watch List and see if you can pick it up after their Q3.