Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 13, 2016

Until recently this has been a pretty tough ride with the concerns around “pick and play” that have surrounded these media type names. This has had a nice turn around and is up about 20% year to date. Part of that is because of the acquisition of the Shaw (SJR.B-T) assets. The restructuring over the last 12 months has provided them with some focus on where the business is going to be moving forward. This has close to 5 of the top 5 kids channels. With the acquisition, their other business line is going to have some of the top channels as well. These are going to be 2 areas that are less disrupted.

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Until recently this has been a pretty tough ride with the concerns around “pick and play” that have surrounded these media type names. This has had a nice turn around and is up about 20% year to date. Part of that is because of the acquisition of the Shaw (SJR.B-T) assets. The restructuring over the last 12 months has provided them with some focus on where the business is going to be moving forward. This has close to 5 of the top 5 kids channels. With the acquisition, their other business line is going to have some of the top channels as well. These are going to be 2 areas that are less disrupted.

COMMENT
COMMENT
May 13, 2016

This is really an umbrella of other businesses. Feels the 5.5% dividend is safe. There are multiple revenue streams, so not only is the dividend safe, but there is some potential for modest dividend growth. This is what has been attracting some of the capital into the name. He is skeptical on where future growth is going to come from. McKenzie is in this umbrella, and mutual funds are going to be under a lot of pressure with the CRM tool that is rolling out, which will allow retail investors to fully understand what they are paying in fees. For share price appreciation, there are probably better places.

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This is really an umbrella of other businesses. Feels the 5.5% dividend is safe. There are multiple revenue streams, so not only is the dividend safe, but there is some potential for modest dividend growth. This is what has been attracting some of the capital into the name. He is skeptical on where future growth is going to come from. McKenzie is in this umbrella, and mutual funds are going to be under a lot of pressure with the CRM tool that is rolling out, which will allow retail investors to fully understand what they are paying in fees. For share price appreciation, there are probably better places.

PARTIAL BUY
PARTIAL BUY
May 13, 2016

This has been on fire, up over 40% in the last year. When looking at the sector as a whole, the names that have a large percentage of the revenue coming from North America has really been focused on increasing their awareness and product line-up in terms of healthier foods. This company has done that well. Made some acquisitions and are focusing more on the organic side of things. 75% of their revenues come from the US. He wouldn’t be opposed to buying this, but because of the run it has had you might consider buying a half position and adding more on weakness.

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This has been on fire, up over 40% in the last year. When looking at the sector as a whole, the names that have a large percentage of the revenue coming from North America has really been focused on increasing their awareness and product line-up in terms of healthier foods. This company has done that well. Made some acquisitions and are focusing more on the organic side of things. 75% of their revenues come from the US. He wouldn’t be opposed to buying this, but because of the run it has had you might consider buying a half position and adding more on weakness.

BUY
BUY
May 13, 2016

Acquiring Manitoba Telecom (MBT-T), and will essentially give BCE 500,000 new subscribers if the deal goes through. The “average revenue per user” is considerably lower than the one for BCE. Once those clients come online, with the wider variety of products and services BCE has, the revenue per user can go up as well. 4.5% dividend yield.

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BCE Inc. (BCE-T)
May 13, 2016

Acquiring Manitoba Telecom (MBT-T), and will essentially give BCE 500,000 new subscribers if the deal goes through. The “average revenue per user” is considerably lower than the one for BCE. Once those clients come online, with the wider variety of products and services BCE has, the revenue per user can go up as well. 4.5% dividend yield.

SELL
SELL
May 13, 2016

Generates 50% or so of revenue from OEM GPS units in Chrysler and Jeep. Have been spending a lot of money on innovation. That is a good thing if the innovation works, but is a bit of a wildcard. A lot of the innovations they are coming out with are wrist wear type of devices, but a lot of that can be done with your smart phone. 5% dividend yield.

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Generates 50% or so of revenue from OEM GPS units in Chrysler and Jeep. Have been spending a lot of money on innovation. That is a good thing if the innovation works, but is a bit of a wildcard. A lot of the innovations they are coming out with are wrist wear type of devices, but a lot of that can be done with your smart phone. 5% dividend yield.

PAST TOP PICK
PAST TOP PICK
May 13, 2016

(A Top Pick June 5/15. Down 29.24%.) Thinks people are really starting to get worried about innovations. Feels they are going through a transition from being an emerging company, aggressive innovation that continues to grab market share. That strategy is now saturated. Pretty much everyone that wants an iPhone has one. We need to look at this more as a mature company. If they paid 3.5%-4% in the form of a dividend, the street would probably be more patient with them.

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Apple (AAPL-Q)
May 13, 2016

(A Top Pick June 5/15. Down 29.24%.) Thinks people are really starting to get worried about innovations. Feels they are going through a transition from being an emerging company, aggressive innovation that continues to grab market share. That strategy is now saturated. Pretty much everyone that wants an iPhone has one. We need to look at this more as a mature company. If they paid 3.5%-4% in the form of a dividend, the street would probably be more patient with them.

PAST TOP PICK
PAST TOP PICK
May 13, 2016

(A Top Pick June 5/15.) At that time he had about a 15%-20% weighting.

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CASH (CASH)
May 13, 2016

(A Top Pick June 5/15.) At that time he had about a 15%-20% weighting.