Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
May 27, 2016

Loves the stock at $12-$19, but at $22 it is fairly valued. Management team has been great. Trading at 8X on $60 oil, and he struggles figuring out how he gets rich at this level. With the meteoric rise in the shares, it is possible that over the summer there would be a 5%-10% correction.

Loves the stock at $12-$19, but at $22 it is fairly valued. Management team has been great. Trading at 8X on $60 oil, and he struggles figuring out how he gets rich at this level. With the meteoric rise in the shares, it is possible that over the summer there would be a 5%-10% correction.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$22.300
Owned
Unknown
SHORT
SHORT
May 27, 2016

(Market Call Minute.) He would sell this and short it. The stock is overvalued.

(Market Call Minute.) He would sell this and short it. The stock is overvalued.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$20.170
Owned
Unknown
SELL
SELL
May 27, 2016

(Market Call Minute.) This is a terminal company with zero equity value and you should blow this out and move on.

(Market Call Minute.) This is a terminal company with zero equity value and you should blow this out and move on.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$0.175
Owned
Unknown
COMMENT
COMMENT
May 27, 2016

(Market Call Minute.) Has been a huge laggard. He is tempted to buy this because it is unjustifiably cheap if you are optimistic on a $60-$65 oil price.

(Market Call Minute.) Has been a huge laggard. He is tempted to buy this because it is unjustifiably cheap if you are optimistic on a $60-$65 oil price.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.570
Owned
No
COMMENT
COMMENT
May 27, 2016

(Market Call Minute.) This sold off after a weak Q1 due to weak restaurant sales in Western Alberta. Believes their dividend is more sustainable than the street believes. Has been nibbling on this in its weakness. Just under 10% dividend yield, which he feels is sustainable.

(Market Call Minute.) This sold off after a weak Q1 due to weak restaurant sales in Western Alberta. Believes their dividend is more sustainable than the street believes. Has been nibbling on this in its weakness. Just under 10% dividend yield, which he feels is sustainable.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$2.230
Owned
Yes
SELL
SELL
May 27, 2016

(Market Call Minute.) He really likes the CEO, but the valuation is beyond nosebleed level.

(Market Call Minute.) He really likes the CEO, but the valuation is beyond nosebleed level.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$25.290
Owned
Unknown
BUY
BUY
May 27, 2016

(Market Call Minute.) A really sharp management team and has become a core holding for him. The stock is undervalued and should be $11-$12 over time. A great way to play a recovery in the US housing market.

(Market Call Minute.) A really sharp management team and has become a core holding for him. The stock is undervalued and should be $11-$12 over time. A great way to play a recovery in the US housing market.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$8.640
Owned
Yes