Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 5, 2016

A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.

A real estate manager with over $2 billion worth of a wide range of properties in the US. Everything from single family homes to some lower cost properties. Has a decent dividend. He likes this company. Has underperformed recently and is not sure if this is just going down with the real estate sector or something to do with the oil prices. Vacancy rate is well under 10% for their properties.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$8.310
Owned
Yes
COMMENT
COMMENT
February 5, 2016

Likes this company. No debt. Has a market multiple, so is not cheap, but has been a great performer over the last year. Good free cash flow to enterprise value.

Winpak Ltd. (WPK-T)
February 5, 2016

Likes this company. No debt. Has a market multiple, so is not cheap, but has been a great performer over the last year. Good free cash flow to enterprise value.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$42.590
Owned
Yes
DON'T BUY
DON'T BUY
February 5, 2016

Thinks oil is close to a bottom and you can start picking your favourites out, but he would not be buying oil/gas companies right now. We still have an extended period of time, maybe the rest of the year, before we have a sustained movement up. This is not a bad company and has a decent track record, but these companies are not making money.

Kelt Exploration (KEL-T)
February 5, 2016

Thinks oil is close to a bottom and you can start picking your favourites out, but he would not be buying oil/gas companies right now. We still have an extended period of time, maybe the rest of the year, before we have a sustained movement up. This is not a bad company and has a decent track record, but these companies are not making money.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$3.750
Owned
No
BUY
BUY
February 5, 2016

Just reported and are increasing their dividend. This stock almost fits everybody. Great business and good management. Yield of 4.7%.

BCE Inc. (BCE-T)
February 5, 2016

Just reported and are increasing their dividend. This stock almost fits everybody. Great business and good management. Yield of 4.7%.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$58.160
Owned
Unknown
BUY
BUY
February 5, 2016

Ranks very well in his program. Has had very good earnings growth and reasonable coverage on their interest payments. Dividend yield of 12%.

Ranks very well in his program. Has had very good earnings growth and reasonable coverage on their interest payments. Dividend yield of 12%.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$5.110
Owned
Unknown
COMMENT
COMMENT
February 5, 2016

He stays away from new issues. It’s an area where you have increased risks. There is no history with management or how it is going to react in the market. Doesn’t rank well in his program being in the bottom quartile, partially because it doesn’t have any history.

Hydro One (H-T)
February 5, 2016

He stays away from new issues. It’s an area where you have increased risks. There is no history with management or how it is going to react in the market. Doesn’t rank well in his program being in the bottom quartile, partially because it doesn’t have any history.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$23.120
Owned
No
PAST TOP PICK
PAST TOP PICK
February 5, 2016

(A Top Pick May 14/15. Down 32.85%.) Sold his holdings at $20, so his clients made money.

Dominion Diamond (DDC-T)
February 5, 2016

(A Top Pick May 14/15. Down 32.85%.) Sold his holdings at $20, so his clients made money.

Allan Meyer
VP & Portfolio Manager, Wickham Investment Counsel
Price
$15.650
Owned
No