Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 1, 2015

He ranks this more in with the pipelines. This is in the energy infrastructure and mostly works with rail, storage, delivery, etc. This is a pretty good entry point. His company has a $29 target.

He ranks this more in with the pipelines. This is in the energy infrastructure and mostly works with rail, storage, delivery, etc. This is a pretty good entry point. His company has a $29 target.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$27.250
Owned
Yes
COMMENT
COMMENT
May 1, 2015

His company has this with a $130 US target on it and $145 two years out. He has this as a sector perform, even though it is high volatility because of the oil exposure. Quite a well diversified company with a lot of assets offshore. If you are looking for an international oil play, this is definitely a good choice.

His company has this with a $130 US target on it and $145 two years out. He has this as a sector perform, even though it is high volatility because of the oil exposure. Quite a well diversified company with a lot of assets offshore. If you are looking for an international oil play, this is definitely a good choice.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$98.900
Owned
No
DON'T BUY
DON'T BUY
May 1, 2015

Development costs seem to be escalating. His company has upped the target to $1.50, but NAV has decreased. He would prefer the ones that are already producing.

Development costs seem to be escalating. His company has upped the target to $1.50, but NAV has decreased. He would prefer the ones that are already producing.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$1.310
Owned
No
TOP PICK
TOP PICK
May 1, 2015

He wanted to diversify some of his REIT exposure to outside of Canada. Most of the properties they own are in Germany, one of the countries that he thinks is going to do quite well. Great company and well-managed. Dividend yield of 7.86%.

He wanted to diversify some of his REIT exposure to outside of Canada. Most of the properties they own are in Germany, one of the countries that he thinks is going to do quite well. Great company and well-managed. Dividend yield of 7.86%.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$10.180
Owned
Yes
TOP PICK
TOP PICK
May 1, 2015

He has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.

He has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.930
Owned
Yes
TOP PICK
TOP PICK
May 1, 2015

What is interesting is that the rock that is being produced is all low-grade production. Just by diverting to high grade, they can really kick up production when the time is right and when we need silver prices much higher. Ridiculously cheap. Good management and good locations.

What is interesting is that the rock that is being produced is all low-grade production. Just by diverting to high grade, they can really kick up production when the time is right and when we need silver prices much higher. Ridiculously cheap. Good management and good locations.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.210
Owned
Yes