Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 6, 2014

5% dividend is very good, and that is both the good news and the potential bad news. Very solid company and very well managed. Largely Canada, but have gone in opportunistically into the US. It will be a rock solid investment as long as bond yields are down in the 2%-3% range. Doesn’t feel there are any company risks. Have a great team, great leadership and great properties. You have risks if we have more inflation and people can get a higher return on a bond. This is probably fine for a few years.

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5% dividend is very good, and that is both the good news and the potential bad news. Very solid company and very well managed. Largely Canada, but have gone in opportunistically into the US. It will be a rock solid investment as long as bond yields are down in the 2%-3% range. Doesn’t feel there are any company risks. Have a great team, great leadership and great properties. You have risks if we have more inflation and people can get a higher return on a bond. This is probably fine for a few years.

HOLD
HOLD
August 6, 2014

The question is can they get more of the top line growth to drop to the bottom line. He is a little uncertain about that. It’s worth keeping a close watch on. It would be more of a Hold than a Buy for him at this level. Eventually they’ll work through this, but doesn’t know that they will do it in one quarter or if it will take several quarters.

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The question is can they get more of the top line growth to drop to the bottom line. He is a little uncertain about that. It’s worth keeping a close watch on. It would be more of a Hold than a Buy for him at this level. Eventually they’ll work through this, but doesn’t know that they will do it in one quarter or if it will take several quarters.

BUY
BUY
August 6, 2014

(Market Call Minute.) This is small and it will grow and it’s cheap.

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Enterprise Group (E-T)
August 6, 2014

(Market Call Minute.) This is small and it will grow and it’s cheap.

HOLD
HOLD
August 6, 2014

(Market Call Minute.) Great execution.

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(Market Call Minute.) Great execution.

HOLD
HOLD
August 6, 2014

(Market Call Minute.) A Hold at this point, but close to a Buy.

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(Market Call Minute.) A Hold at this point, but close to a Buy.

BUY WEAKNESS
BUY WEAKNESS
August 6, 2014

(Market Call Minute.) Likes this a lot. Had a huge run up. Pick away at this on days that it is off.

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Petrowest Corp (PRW-T)
August 6, 2014

(Market Call Minute.) Likes this a lot. Had a huge run up. Pick away at this on days that it is off.

DON'T BUY
DON'T BUY
August 6, 2014

(Market Call Minute.) He lost quite a bit of money on this and he would stay away from it for now. A couple of quarters away from really showing that it has coped with the Capital Cost question.

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Canexus Corp (CUS-T)
August 6, 2014

(Market Call Minute.) He lost quite a bit of money on this and he would stay away from it for now. A couple of quarters away from really showing that it has coped with the Capital Cost question.