Latest Expert Opinions

Signal
Opinion
Expert
SELL STRENGTH
SELL STRENGTH
July 29, 2016

Has struggled with base decline rates. They are undergoing a credit line review. If you get a 20 or 30 cent bump then sell.

Has struggled with base decline rates. They are undergoing a credit line review. If you get a 20 or 30 cent bump then sell.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.140
Owned
Unknown
WAIT
WAIT
July 29, 2016

He sold a month ago. Sentiment got bad regarding the peak of auto sales and Tesla as a competitor. He would hold on to it. It is slow growth. If they bring down costs then there is margin expansion. He plans to revisit it in a couple of months.

Martinrea (MRE-T)
July 29, 2016

He sold a month ago. Sentiment got bad regarding the peak of auto sales and Tesla as a competitor. He would hold on to it. It is slow growth. If they bring down costs then there is margin expansion. He plans to revisit it in a couple of months.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$8.710
Owned
No
SELL
SELL
July 29, 2016

It had a massive run. It still needs $60 to tread water. The market does not appreciate the significant challenges they still face.

Encana Corp (ECA-T)
July 29, 2016

It had a massive run. It still needs $60 to tread water. The market does not appreciate the significant challenges they still face.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$10.500
Owned
Unknown
TOP PICK
TOP PICK
July 29, 2016

They did an asset acquisition off ECA-T. They de-levered their balance sheet. They diluted a major shareholder. They extended their inventory by many years. He estimates it is trading at a PE of 6 and should get re-rated to 7.

They did an asset acquisition off ECA-T. They de-levered their balance sheet. They diluted a major shareholder. They extended their inventory by many years. He estimates it is trading at a PE of 6 and should get re-rated to 7.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$9.440
Owned
Yes
TOP PICK
TOP PICK
July 29, 2016

Good sensitivity to oil without the financial leverage. Decline rates are low.

Good sensitivity to oil without the financial leverage. Decline rates are low.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$9.040
Owned
Yes
TOP PICK
TOP PICK
July 29, 2016

One of the largest children’s content owners. They get paid every single time a child watches a show. They have a significant YouTube strategy.

DHX Media (DHX.B-T)
July 29, 2016

One of the largest children’s content owners. They get paid every single time a child watches a show. They have a significant YouTube strategy.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$7.100
Owned
Yes
DON'T BUY
DON'T BUY
July 29, 2016

He usually buys oil spills and fires. But although this one is cheap he would go for the mid-caps. They have better balance sheets, better economics, can grow faster yet trade at a discount at present.

Husky Energy (HSE-T)
July 29, 2016

He usually buys oil spills and fires. But although this one is cheap he would go for the mid-caps. They have better balance sheets, better economics, can grow faster yet trade at a discount at present.

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$15.360
Owned
Unknown