Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 22, 2016

A big concern is their coal fired assets. They also have some Hydro and some wind, but coal is a significant amount of their assets, both in Canada and in Washington state. There isn’t clear detail on how the Alberta government will help the coal producers transition. Even though the stock has fallen a lot, he still has concerns about power prices in Alberta.

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Transalta Corp (TA-T)
January 22, 2016

A big concern is their coal fired assets. They also have some Hydro and some wind, but coal is a significant amount of their assets, both in Canada and in Washington state. There isn’t clear detail on how the Alberta government will help the coal producers transition. Even though the stock has fallen a lot, he still has concerns about power prices in Alberta.

COMMENT
COMMENT
January 22, 2016

Extendicare (EXE-T) or Chartwell (CSH.UN-T)? This has holdings both in Canada and the US, but have been selling some of their US assets. Chartwell has a higher percentage of independent living and would be his preference.

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Extendicare Inc (EXE-T)
January 22, 2016

Extendicare (EXE-T) or Chartwell (CSH.UN-T)? This has holdings both in Canada and the US, but have been selling some of their US assets. Chartwell has a higher percentage of independent living and would be his preference.

COMMENT
COMMENT
January 22, 2016

Extendicare (EXE-T) or Chartwell (CSH.UN-T)? This has a higher percentage of independent living and would be his preference. It has slimmed-down and is more of a Canadian focused retirement play right now. He likes it when there is a mix of assisted independent and full government support.

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Extendicare (EXE-T) or Chartwell (CSH.UN-T)? This has a higher percentage of independent living and would be his preference. It has slimmed-down and is more of a Canadian focused retirement play right now. He likes it when there is a mix of assisted independent and full government support.

COMMENT
COMMENT
January 22, 2016

Sun Life (SLF-T) or Manulife (MFC-T)? Both are great institutions. Manulife has a slightly bigger presence in Asia, which he likes, as it is a very immature market and will continue to grow. They each have good wealth management franchises. Both are good companies and over time you will see dividend growth from both. Dividend yield of around 4%.

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Sun Life (SLF-T) or Manulife (MFC-T)? Both are great institutions. Manulife has a slightly bigger presence in Asia, which he likes, as it is a very immature market and will continue to grow. They each have good wealth management franchises. Both are good companies and over time you will see dividend growth from both. Dividend yield of around 4%.

COMMENT
COMMENT
January 22, 2016

Sun Life (SLF-T) or Manulife (MFC-T)? Both are great institutions. This one has a slightly bigger presence in Asia, which he likes, as it is a very immature market and will continue to grow. They each have good wealth management franchises. This one has had some redemptions on the institutional side, so there is a slight preference for this. Both are good companies and over time you will see dividend growth from both. Dividend yield of about 3.6%.

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Manulife Financial (MFC-T)
January 22, 2016

Sun Life (SLF-T) or Manulife (MFC-T)? Both are great institutions. This one has a slightly bigger presence in Asia, which he likes, as it is a very immature market and will continue to grow. They each have good wealth management franchises. This one has had some redemptions on the institutional side, so there is a slight preference for this. Both are good companies and over time you will see dividend growth from both. Dividend yield of about 3.6%.

COMMENT
COMMENT
January 22, 2016

More of a growth company, so he doesn’t own it. They are doing quite well and are conquering the world with their subscriber growth, as well as making traction in new countries. They want to be more like an HBO where they are creating content. As they get people roped on the $7.99 initial subscription, they have the ability to raise that. Over time you are going to see more cable operators include them in their offerings. Likes the company, but doesn’t like the valuation.

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Netflix Inc. (NFLX-Q)
January 22, 2016

More of a growth company, so he doesn’t own it. They are doing quite well and are conquering the world with their subscriber growth, as well as making traction in new countries. They want to be more like an HBO where they are creating content. As they get people roped on the $7.99 initial subscription, they have the ability to raise that. Over time you are going to see more cable operators include them in their offerings. Likes the company, but doesn’t like the valuation.

COMMENT
COMMENT
January 22, 2016

Has operations in Australia, France, Germany and the Netherlands. A big project a couple of years has been a big natural gas field in Ireland. This started to come on line near the end of the year. Gas prices in Ireland are linked to oil. This is going to be a new stream of revenue and cash flow for them. Feels this is definitely a company that can survive. Dividend payout is high of over 100%. As they bring in the cash flow, this will go down. Dividend yield of 7.3%.

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Has operations in Australia, France, Germany and the Netherlands. A big project a couple of years has been a big natural gas field in Ireland. This started to come on line near the end of the year. Gas prices in Ireland are linked to oil. This is going to be a new stream of revenue and cash flow for them. Feels this is definitely a company that can survive. Dividend payout is high of over 100%. As they bring in the cash flow, this will go down. Dividend yield of 7.3%.