Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 8, 2014

Have had a relatively tough quarter in that it is hard to sell popcorn if there are no people in the seats. There weren’t enough blockbusters. This is a very well run company and he wouldn’t be too concerned about it. Feels this is a good, solid, long-term investment.

Cineplex Inc (CGX-T)
August 8, 2014

Have had a relatively tough quarter in that it is hard to sell popcorn if there are no people in the seats. There weren’t enough blockbusters. This is a very well run company and he wouldn’t be too concerned about it. Feels this is a good, solid, long-term investment.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$40.030
Owned
No
PARTIAL BUY
PARTIAL BUY
August 8, 2014

Likes what they are doing. It would be great if we can get some LNG to the coast and get some approvals, because this is one of the companies involved in one of the projects. They do things very well. If you are not sure, just Buy part of it and then add to it. 3.6% yield.

Altagas Ltd (ALA-T)
August 8, 2014

Likes what they are doing. It would be great if we can get some LNG to the coast and get some approvals, because this is one of the companies involved in one of the projects. They do things very well. If you are not sure, just Buy part of it and then add to it. 3.6% yield.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$49.330
Owned
Yes
HOLD
HOLD
August 8, 2014

Looks at this one every quarter because it is cheap, but it doesn’t want to go up. Has some operational problems. If you own, Hold it for the dividend, otherwise just let the stock tell you when to Buy, which is when it starts to improve.

Transalta Corp (TA-T)
August 8, 2014

Looks at this one every quarter because it is cheap, but it doesn’t want to go up. Has some operational problems. If you own, Hold it for the dividend, otherwise just let the stock tell you when to Buy, which is when it starts to improve.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$12.340
Owned
No
WATCH
WATCH
August 8, 2014

When you look at the pattern of many of these international banks, there is not a huge rush to be there yet. Let them turn up and show you some strength before you Buy. They are still working out difficulties in Europe. On the Russian-Ukrainian problem, a lot of banks are too levered into that, so it is not clear yet whether you want to be there.

When you look at the pattern of many of these international banks, there is not a huge rush to be there yet. Let them turn up and show you some strength before you Buy. They are still working out difficulties in Europe. On the Russian-Ukrainian problem, a lot of banks are too levered into that, so it is not clear yet whether you want to be there.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$4.930
Owned
No
COMMENT
COMMENT
August 8, 2014

Prefers Tata (TTM-N), which has Range Rover, Jaguar, trucks and buses all through the subcontinent in a huge way. Volkswagen is really interesting because of the China operations. They are the largest foreign manufacturer of vehicles in China. It has some potential but is so big. They have been turning it around. Have done some acquisitions that just haven’t gotten going.

Volkswagen AG (VOW-GR)
August 8, 2014

Prefers Tata (TTM-N), which has Range Rover, Jaguar, trucks and buses all through the subcontinent in a huge way. Volkswagen is really interesting because of the China operations. They are the largest foreign manufacturer of vehicles in China. It has some potential but is so big. They have been turning it around. Have done some acquisitions that just haven’t gotten going.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.010
Owned
No
COMMENT
COMMENT
August 8, 2014

Doesn’t own any stocks in this space. The good news is that this area is kind of an oligopoly and the 4 of them kind of control things. Feels this is the best stock in the sector. The longer chart shows they have had a beautiful run, and it is hard to argue with success.

Telus Corp (T-T)
August 8, 2014

Doesn’t own any stocks in this space. The good news is that this area is kind of an oligopoly and the 4 of them kind of control things. Feels this is the best stock in the sector. The longer chart shows they have had a beautiful run, and it is hard to argue with success.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$38.020
Owned
No
COMMENT
COMMENT
August 8, 2014

Is $31 a fair price to compensate the dividend difference between this and Bell Aliant (BA-T)? He thinks the Bell Alliant people should be happy. There wasn’t much growth there. The difficulty for them was staying current. He thinks the move by Bell was the right thing.

BCE Inc. (BCE-T)
August 8, 2014

Is $31 a fair price to compensate the dividend difference between this and Bell Aliant (BA-T)? He thinks the Bell Alliant people should be happy. There wasn’t much growth there. The difficulty for them was staying current. He thinks the move by Bell was the right thing.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$48.210
Owned
No