Latest Expert Opinions

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COMMENT
COMMENT
May 4, 2016

A solid US play on pharmaceuticals and personal consumer products related to healthcare. One of the few companies that has an AAA rated balance sheet. Has a long history of growing dividends. The pipeline pharmaceutical expiry timeline is manageable. Have some emerging-market exposure which primarily hurts them somewhat on the currency side. If you are going to hold this for the long-term of 5-10 years, he would Buy it now. On a shorter time period, you might want to wait for a pullback.

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A solid US play on pharmaceuticals and personal consumer products related to healthcare. One of the few companies that has an AAA rated balance sheet. Has a long history of growing dividends. The pipeline pharmaceutical expiry timeline is manageable. Have some emerging-market exposure which primarily hurts them somewhat on the currency side. If you are going to hold this for the long-term of 5-10 years, he would Buy it now. On a shorter time period, you might want to wait for a pullback.

COMMENT
COMMENT
May 4, 2016

Primarily in the media space, radio and TV. In TV they have some specialty channels focusing on children, families or women oriented programming. There was a big deal a couple of months ago where they acquired the global media assets from Shaw (SJR.B-T) with a $9 equity issue to cover it. There has been a struggle on the radio side. Last quarter was pretty lumpy with a lot of charges in it. He is watching this. If it can continue to perform and the cash flow grows with no threat from the skinny basics, he could see himself buying it.

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Primarily in the media space, radio and TV. In TV they have some specialty channels focusing on children, families or women oriented programming. There was a big deal a couple of months ago where they acquired the global media assets from Shaw (SJR.B-T) with a $9 equity issue to cover it. There has been a struggle on the radio side. Last quarter was pretty lumpy with a lot of charges in it. He is watching this. If it can continue to perform and the cash flow grows with no threat from the skinny basics, he could see himself buying it.

COMMENT
COMMENT
May 4, 2016

This has global operations. Some of their Asian operations are very exciting where they have very rapid growth. In the last 2 weeks, interest rates in Canada have been declining which could have been the reason for some of the pressure on the shares.

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This has global operations. Some of their Asian operations are very exciting where they have very rapid growth. In the last 2 weeks, interest rates in Canada have been declining which could have been the reason for some of the pressure on the shares.

COMMENT
COMMENT
May 4, 2016

He prefers a US bank that is more retail focused, such as Wells Fargo (WFC-N), or one that has capital market exposure, such as J.P. Morgan (JPM-N).

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He prefers a US bank that is more retail focused, such as Wells Fargo (WFC-N), or one that has capital market exposure, such as J.P. Morgan (JPM-N).

HOLD
HOLD
May 4, 2016

This has operations in both Canada and the US. There is a seasonality play on this. Has owned it in the past and is doing work on it currently. When they win a new contract, many times they have to buy new buses.

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This has operations in both Canada and the US. There is a seasonality play on this. Has owned it in the past and is doing work on it currently. When they win a new contract, many times they have to buy new buses.

COMMENT
COMMENT
May 4, 2016

The last earnings report was disappointing. He prefers Fidelity National (FNF-N) and Fiserv (FISV-Q), which have a bigger market share and are dealing with much larger financial institutions. This company has done a good job of diversifying away from cheques.

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The last earnings report was disappointing. He prefers Fidelity National (FNF-N) and Fiserv (FISV-Q), which have a bigger market share and are dealing with much larger financial institutions. This company has done a good job of diversifying away from cheques.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2016

This has 2 divisions. Auto parts where they are getting big into transmissions and engine components, and Aerial Work Platform. There is a little concern on the latter division where there has been a slow down on construction and industrial growth. Valuation is low. Reporting shortly. If there is any hiccup, he would probably be adding to his position.

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This has 2 divisions. Auto parts where they are getting big into transmissions and engine components, and Aerial Work Platform. There is a little concern on the latter division where there has been a slow down on construction and industrial growth. Valuation is low. Reporting shortly. If there is any hiccup, he would probably be adding to his position.