Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 4, 2016

At these levels, he would be cautious. Just reported quite good earnings. Getting some very strong revenue from their nuclear work with SNC Lavalin (SNC-T) on the Ontario Hydro Bruce facility. Also, the energy backlog is quite good. They have some good potash work. Have executed well.

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At these levels, he would be cautious. Just reported quite good earnings. Getting some very strong revenue from their nuclear work with SNC Lavalin (SNC-T) on the Ontario Hydro Bruce facility. Also, the energy backlog is quite good. They have some good potash work. Have executed well.

COMMENT
COMMENT
May 4, 2016

He is currently studying this. They have proposed to separate the company into 2 parts, a fleet management business and a commercial side. He would be more interested in the fleet management business which would give more predictable revenue and cash flow. He wants to see the balance sheets of the 2 new companies before doing anything. There may be a tendency to layer on more debt on the more mature business.

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He is currently studying this. They have proposed to separate the company into 2 parts, a fleet management business and a commercial side. He would be more interested in the fleet management business which would give more predictable revenue and cash flow. He wants to see the balance sheets of the 2 new companies before doing anything. There may be a tendency to layer on more debt on the more mature business.

HOLD
HOLD
May 4, 2016

A utility with operations across Canada. Natural gas in BC and electrical in other provinces. Expanded into the US couple of years ago. They’ve been trying to purchase ITC Holdings in the US which has electrical transmission lines. This company has an outstanding record of paying and growing their dividends.

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A utility with operations across Canada. Natural gas in BC and electrical in other provinces. Expanded into the US couple of years ago. They’ve been trying to purchase ITC Holdings in the US which has electrical transmission lines. This company has an outstanding record of paying and growing their dividends.

COMMENT
COMMENT
May 4, 2016

The dividend is very stable. Expects that they will continue to get more assets from their parent Enbridge (ENB-T) which could lead to a possible equity overhang. He would always have a concern whether Enbridge would opportunistically take the income fund back in. Because of this, he prefers owning the parent. Dividend yield of 6.7%.

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The dividend is very stable. Expects that they will continue to get more assets from their parent Enbridge (ENB-T) which could lead to a possible equity overhang. He would always have a concern whether Enbridge would opportunistically take the income fund back in. Because of this, he prefers owning the parent. Dividend yield of 6.7%.

COMMENT
COMMENT
May 4, 2016

This is a bit of a mini-conglomerate being in aerospace and other industrial divisions. He is looking at this to see if he should add to his holdings, and is waiting to see their earnings.

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This is a bit of a mini-conglomerate being in aerospace and other industrial divisions. He is looking at this to see if he should add to his holdings, and is waiting to see their earnings.

BUY
BUY
May 4, 2016

A medium-sized forest products company. Has operations both in Canada and the US. Over the past couple of years have been buying up US sawmills and other assets. About 67% of their forestry assets are in the US. If there is a higher tariff in October, they will not be impacted as badly. He likes the name.

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A medium-sized forest products company. Has operations both in Canada and the US. Over the past couple of years have been buying up US sawmills and other assets. About 67% of their forestry assets are in the US. If there is a higher tariff in October, they will not be impacted as badly. He likes the name.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2016

Have casinos in Fort McMurray and Grand Prairie as well as Edmonton. There could be some impact on a short-term basis because of the forest fires in Alberta. Have very strong margins. Would take advantage on any price weakness.

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Have casinos in Fort McMurray and Grand Prairie as well as Edmonton. There could be some impact on a short-term basis because of the forest fires in Alberta. Have very strong margins. Would take advantage on any price weakness.