Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 4, 2016

The yield is safe. It is a wait and see, with their coal assets.

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The yield is safe. It is a wait and see, with their coal assets.

DON'T BUY
DON'T BUY
May 4, 2016

Thinks they will not raise their dividend this year. They still have a pretty good balance sheet. There payout ratio is elevated, so don’t bank on the dividend. It is one of the brighter spots to be in oil, but not one he would pick away at yet.

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Thinks they will not raise their dividend this year. They still have a pretty good balance sheet. There payout ratio is elevated, so don’t bank on the dividend. It is one of the brighter spots to be in oil, but not one he would pick away at yet.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2016

They missed the other day. It shook investor confidence. It is a good long term grower, however. The next couple of quarters could be tough.

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They missed the other day. It shook investor confidence. It is a good long term grower, however. The next couple of quarters could be tough.

PAST TOP PICK
PAST TOP PICK
May 4, 2016

(Top Pick April 23/15, Down 25.22%) They made what he thought was an accretive acquisition with a nice US$ tail wind. The problem was a drought last year. Then finally the demand for Canadian small caps dried up and this one got oversold.

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(Top Pick April 23/15, Down 25.22%) They made what he thought was an accretive acquisition with a nice US$ tail wind. The problem was a drought last year. Then finally the demand for Canadian small caps dried up and this one got oversold.

PAST TOP PICK
PAST TOP PICK
May 4, 2016

(Top Pick April 23/15, Down 9.61%) The same factors are present today that existed when it was recommended.

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(Top Pick April 23/15, Down 9.61%) The same factors are present today that existed when it was recommended.

PAST TOP PICK
PAST TOP PICK
May 4, 2016

(Top Pick April 23/15, Up 3.29%) It did what he thought it would do, but then Alberta got hurt. US Hotel REITs fell a lot so this one also fell in sympathy.

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(Top Pick April 23/15, Up 3.29%) It did what he thought it would do, but then Alberta got hurt. US Hotel REITs fell a lot so this one also fell in sympathy.

BUY
BUY
May 4, 2016

The deal looks immediately accretive this year. This is a good name with a good backlog, and good organic growth. It is trading below its 5 year average. It is the type of name you want to buy.

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The deal looks immediately accretive this year. This is a good name with a good backlog, and good organic growth. It is trading below its 5 year average. It is the type of name you want to buy.