Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 23, 2015

This company’s software can be put into a set-top box giving a lot of the extended features that people have become accustomed to. With all the “cord cutting” going on, cable companies are really looking for solutions to try to keep their customers, and this is a company that has that solution. Rogers (RCI.B-T) is one of their customers. Stock is super cheap. There is $1.70 in share price that is just cash. Trading at really low multiples.

Espial Group (ESP-T)
September 23, 2015

This company’s software can be put into a set-top box giving a lot of the extended features that people have become accustomed to. With all the “cord cutting” going on, cable companies are really looking for solutions to try to keep their customers, and this is a company that has that solution. Rogers (RCI.B-T) is one of their customers. Stock is super cheap. There is $1.70 in share price that is just cash. Trading at really low multiples.

Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$3.470
Owned
Yes
DON'T BUY
DON'T BUY
September 23, 2015

It is a false sense of security to think that a dividend is going to bring volatility down in an Emerging Markets ETF. This is a part of the world where there is a great deal of fluctuation. Yes you can get a cash flow, but he doesn’t have the kind of confidence for this. His guess is that this is dominated by the banking sector. He would be very careful about this. There are actually more opportunities in the big markets than are in the small ones.

It is a false sense of security to think that a dividend is going to bring volatility down in an Emerging Markets ETF. This is a part of the world where there is a great deal of fluctuation. Yes you can get a cash flow, but he doesn’t have the kind of confidence for this. His guess is that this is dominated by the banking sector. He would be very careful about this. There are actually more opportunities in the big markets than are in the small ones.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$25.130
Owned
No
COMMENT
COMMENT
September 23, 2015

This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

This has very low volume and volume is very important. Technically ETF providers will tell you that the underlying benchmark or Index is key as to whether you can get liquidity in the market, from the standpoint of being able to redeem or create, but we are not in that market, so the next is the secondary market. He doesn’t Buy ETF’s that don’t trade actively every day.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$26.550
Owned
No
COMMENT
COMMENT
September 23, 2015

He likes the US banks, but doesn’t want it to be currency hedged.

He likes the US banks, but doesn’t want it to be currency hedged.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$19.340
Owned
No
BUY
BUY
September 23, 2015

This is basically ex-Canada and the US. It’s Europe, Asia and the Far East and all developed markets. It is good from that standpoint. This is a good time to buy.

This is basically ex-Canada and the US. It’s Europe, Asia and the Far East and all developed markets. It is good from that standpoint. This is a good time to buy.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$29.930
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 23, 2015

(A Top Pick July 22/14. Down 16.9%) This was less with banks and more with energy and resources. In the summer of 2014 he thought we would have a more typical recovery.

(A Top Pick July 22/14. Down 16.9%) This was less with banks and more with energy and resources. In the summer of 2014 he thought we would have a more typical recovery.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$10.620
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 23, 2015

(A Top Pick July 22/14. Up 23.93%.) This has everything in it, S&P 500, midcaps, etc. along with small cap stocks that tend to be more domestically oriented.

(A Top Pick July 22/14. Up 23.93%.) This has everything in it, S&P 500, midcaps, etc. along with small cap stocks that tend to be more domestically oriented.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$36.510
Owned
Yes