Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 28, 2015

(A Top Pick May 8/14. Up 29.94%.) Not adding at the current price, but if it was to pull back 10%-15% he would be looking at adding. Good management. A unique company in the way that it is structured. As they grow, they are seeing more and more opportunities opening up to them, particularly in the US. Expecting there will be rising dividends as the years go on.

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Alaris Royalty (AD-T)
April 28, 2015

(A Top Pick May 8/14. Up 29.94%.) Not adding at the current price, but if it was to pull back 10%-15% he would be looking at adding. Good management. A unique company in the way that it is structured. As they grow, they are seeing more and more opportunities opening up to them, particularly in the US. Expecting there will be rising dividends as the years go on.

PAST TOP PICK
PAST TOP PICK
April 28, 2015

(A Top Pick May 8/14. Up 17.46%.) This has gone under a transition over the last couple of years, and they seem to be doing much better now in the box board container market. The cost of materials has mitigated margins to some extent.

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Cascades Inc (CAS-T)
April 28, 2015

(A Top Pick May 8/14. Up 17.46%.) This has gone under a transition over the last couple of years, and they seem to be doing much better now in the box board container market. The cost of materials has mitigated margins to some extent.

PAST TOP PICK
PAST TOP PICK
April 28, 2015

(A Top Pick May 8/14. Up 28.16%.) A family controlled a company that is run for the benefit of all shareholders. Over the years he has seen them pay a special dividend from time to time. Very cash rich. An excellent way to participate in the turnaround that we are seeing at Loblaw’s (L-T).

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(A Top Pick May 8/14. Up 28.16%.) A family controlled a company that is run for the benefit of all shareholders. Over the years he has seen them pay a special dividend from time to time. Very cash rich. An excellent way to participate in the turnaround that we are seeing at Loblaw’s (L-T).

COMMENT
COMMENT
April 28, 2015

At current prices this could be a good long-term investment. They have had a fairly good turn of events lately. Their last quarter had a bit of a beat and they increased their dividend at that point. It is a little bit murky over the next year as they expect global demand is probably going to be a little bit less then last year. Thinks earnings in the next couple of years should get over the $2 level. Also, feels the dividend is secure. He prefers Agrium (AGU-T) as it is a little more diversified.

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At current prices this could be a good long-term investment. They have had a fairly good turn of events lately. Their last quarter had a bit of a beat and they increased their dividend at that point. It is a little bit murky over the next year as they expect global demand is probably going to be a little bit less then last year. Thinks earnings in the next couple of years should get over the $2 level. Also, feels the dividend is secure. He prefers Agrium (AGU-T) as it is a little more diversified.

COMMENT
COMMENT
April 28, 2015

With respect to oil service companies, drillers, etc. it is a question of when do you want to step in. It depends on the time horizon that you are looking at for your investment. This is a well-run company and will be a survivor in the current environment, but you may be sitting on a stock that doesn’t do much for a year or 2. Not a bad place to have this in your portfolio as a longer-term investment.

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With respect to oil service companies, drillers, etc. it is a question of when do you want to step in. It depends on the time horizon that you are looking at for your investment. This is a well-run company and will be a survivor in the current environment, but you may be sitting on a stock that doesn’t do much for a year or 2. Not a bad place to have this in your portfolio as a longer-term investment.

COMMENT
COMMENT
April 28, 2015

He likes this company. With the industry currently undergoing the problems that it has, you really want to be in the companies that are going to survive, and this is one of the more diversified companies in the oil sector. An extremely well-managed company. In the next couple of years, he is expecting that we will see cash flow in the $5 range, maybe even $6. It will be subject to some shocks going forward.

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He likes this company. With the industry currently undergoing the problems that it has, you really want to be in the companies that are going to survive, and this is one of the more diversified companies in the oil sector. An extremely well-managed company. In the next couple of years, he is expecting that we will see cash flow in the $5 range, maybe even $6. It will be subject to some shocks going forward.

PARTIAL SELL
PARTIAL SELL
April 28, 2015

If he owned, he would be taking half off the table. A lot of their growth has been by acquisition, and he doesn’t know the pace that they can keep that up. Has a market cap just over $20 billion and is trading at 24X trailing earnings. Paying a minimum yield of about 0.4%. If it doesn’t keep growing, you could see a lot more downside than the potential upside from here. As a value investor, he would not be buying any more.

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If he owned, he would be taking half off the table. A lot of their growth has been by acquisition, and he doesn’t know the pace that they can keep that up. Has a market cap just over $20 billion and is trading at 24X trailing earnings. Paying a minimum yield of about 0.4%. If it doesn’t keep growing, you could see a lot more downside than the potential upside from here. As a value investor, he would not be buying any more.