Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 17, 2015

They went a bit of a different route in that they are increasing their payout ratio.  They are a pretty domestic bank.  4.8% dividend.  When global investors come back it can really prop up the shares.

They went a bit of a different route in that they are increasing their payout ratio.  They are a pretty domestic bank.  4.8% dividend.  When global investors come back it can really prop up the shares.

Ryan Bushell
President, Newhaven Asset Management
Price
$91.470
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
August 17, 2015

Driller.  A little more conservative than PD-T.  If we get a significant bump in commodity prices it would come back.  The sector is too volatile.

Driller.  A little more conservative than PD-T.  If we get a significant bump in commodity prices it would come back.  The sector is too volatile.

Ryan Bushell
President, Newhaven Asset Management
Price
$9.890
Owned
Unknown
WATCH
WATCH
August 17, 2015

Has done very well.  They really transformed their company.  Now they do technology solutions for banks.  This adds some risk, however.  It has a good yield and it looks more sustainable now.  He is going to be evaluating it here.

DH Corporation(DH-T)
August 17, 2015

Has done very well.  They really transformed their company.  Now they do technology solutions for banks.  This adds some risk, however.  It has a good yield and it looks more sustainable now.  He is going to be evaluating it here.

Ryan Bushell
President, Newhaven Asset Management
Price
$42.240
Owned
Yes
HOLD
HOLD
August 17, 2015

They are trying to evolve toward more software solutions.  Their user base has declined.  If they can go enterprise that will help.  Capital is impaired and there is no dividend, unlike energy producers where there is a road to recovery.

BlackBerry(BB-T)
August 17, 2015

They are trying to evolve toward more software solutions.  Their user base has declined.  If they can go enterprise that will help.  Capital is impaired and there is no dividend, unlike energy producers where there is a road to recovery.

Ryan Bushell
President, Newhaven Asset Management
Price
$9.980
Owned
Yes
BUY
BUY
August 17, 2015

One if his favourite companies.  There are a lot of catalysts.  They dropped down key assets to a sub-company.  They have more growth projects ahead of them than ever in history.  The prospects are very bright.  He would buy at these levels.

Enbridge(ENB-T)
August 17, 2015

One if his favourite companies.  There are a lot of catalysts.  They dropped down key assets to a sub-company.  They have more growth projects ahead of them than ever in history.  The prospects are very bright.  He would buy at these levels.

Ryan Bushell
President, Newhaven Asset Management
Price
$55.860
Owned
Yes
COMMENT
COMMENT
August 17, 2015

It is a conservative producer.  They did a good job over the long term.  All dividends are at risk, but this one should participate in a recovery.  They already cut their dividend.

It is a conservative producer.  They did a good job over the long term.  All dividends are at risk, but this one should participate in a recovery.  They already cut their dividend.

Ryan Bushell
President, Newhaven Asset Management
Price
$20.200
Owned
Unknown
BUY
BUY
August 17, 2015

Has been flying high because auto sales are at highs.  The parts manufactures get an outsized move.  He has another way to play it (see Top Picks).  He does not get excited at these levels.

Magna Int'l. (A)(MG-T)
August 17, 2015

Has been flying high because auto sales are at highs.  The parts manufactures get an outsized move.  He has another way to play it (see Top Picks).  He does not get excited at these levels.

Ryan Bushell
President, Newhaven Asset Management
Price
$69.160
Owned
Unknown