Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 27, 2016

(A Top Pick July 28/15. Up 21.97%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed. The stock had a bounce and he sold into it. Dividend yield of 7%.

(A Top Pick July 28/15. Up 21.97%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed. The stock had a bounce and he sold into it. Dividend yield of 7%.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$14.350
Owned
No
PAST TOP PICK
PAST TOP PICK
July 27, 2016

(A Top Pick July 28/15. Up 8.92%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed.

(A Top Pick July 28/15. Up 8.92%.) He was playing defence on these 3 stock picks, just looking for a way not to get creamed.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$34.660
Owned
Yes
COMMENT
COMMENT
July 27, 2016

There are things on how this company evolved that he doesn’t like. This has a great business in the Port Chicago pipeline, and historically they have taken their money and kind of blown it. Their LNG workings on the West Coast seems to always have pipeline issues in the forest, and along with lower global natural gas prices he questions if it gets built. Prefers TransCanada (TRP-T). Dividend yield of about 9.5%.

Veresen Inc (VSN-T)
July 27, 2016

There are things on how this company evolved that he doesn’t like. This has a great business in the Port Chicago pipeline, and historically they have taken their money and kind of blown it. Their LNG workings on the West Coast seems to always have pipeline issues in the forest, and along with lower global natural gas prices he questions if it gets built. Prefers TransCanada (TRP-T). Dividend yield of about 9.5%.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$10.720
Owned
No
COMMENT
COMMENT
July 27, 2016

This has done an incredible job of production and getting their costs down. We have a real use of natural gas for electricity air conditioning generation across North America, so gas prices are up. This is not the day that you want to buy gas stocks.

This has done an incredible job of production and getting their costs down. We have a real use of natural gas for electricity air conditioning generation across North America, so gas prices are up. This is not the day that you want to buy gas stocks.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$8.320
Owned
Unknown
COMMENT
COMMENT
July 27, 2016

This is the most leveraged to the pure oil price. If we had a real rally in oil prices, into the $60-$70 range, this stock would be going to $15. However, if it gets in trouble and if oil goes the other way, he owns the bonds instead.

This is the most leveraged to the pure oil price. If we had a real rally in oil prices, into the $60-$70 range, this stock would be going to $15. However, if it gets in trouble and if oil goes the other way, he owns the bonds instead.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$6.210
Owned
Yes
COMMENT
COMMENT
July 27, 2016

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent Point and Whitecap are very similar and would be on his list. This company really seems to be hunkering down and trying to work with what they have. Very disciplined. This is the one that he would gravitate towards.

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent Point and Whitecap are very similar and would be on his list. This company really seems to be hunkering down and trying to work with what they have. Very disciplined. This is the one that he would gravitate towards.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$18.900
Owned
No
COMMENT
COMMENT
July 27, 2016

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent Point and Whitecap are very similar and would be on his list.

Whitecap (WCP-T), Crescent Point (CPG-T) or Cardinal Energy (CJ-T)? Crescent Point and Whitecap are very similar and would be on his list.

Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$9.410
Owned
No