Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
August 3, 2016

(A Top Pick Aug 4/15. Down 41.02%.) This was disappointing. What he likes is good growth, good cash flow, high insider ownership and a nice little dividend. This company has it all. Had done very, very well and then hit some hiccups. Their costs went up and they were hit with the US$ currency. He is not giving up on this.

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(A Top Pick Aug 4/15. Down 41.02%.) This was disappointing. What he likes is good growth, good cash flow, high insider ownership and a nice little dividend. This company has it all. Had done very, very well and then hit some hiccups. Their costs went up and they were hit with the US$ currency. He is not giving up on this.

PAST TOP PICK
PAST TOP PICK
August 3, 2016

(A Top Pick Aug 4/15. Down 7.64%.) Feels sorry for this company. They actually do a pretty decent job. ROE is 16%. Came in with earnings last week of $0.99 and missed $1.07 estimate. It trades at about 7X PE. Earlier this year they raised their dividend 9% and bought back $150 million worth of stock. Meanwhile they haven’t issued a new share in over 10 years, and yet the stock continues to languish.

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(A Top Pick Aug 4/15. Down 7.64%.) Feels sorry for this company. They actually do a pretty decent job. ROE is 16%. Came in with earnings last week of $0.99 and missed $1.07 estimate. It trades at about 7X PE. Earlier this year they raised their dividend 9% and bought back $150 million worth of stock. Meanwhile they haven’t issued a new share in over 10 years, and yet the stock continues to languish.

PAST TOP PICK
PAST TOP PICK
August 3, 2016

(A Top Pick Aug 4/15. Up 31.11%.)

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(A Top Pick Aug 4/15. Up 31.11%.)

COMMENT
COMMENT
August 3, 2016

Over the last 24 months, when investors thought interest rates were going higher, dividend stocks got crushed. This company kind of got wrapped up into that. It was a nice income stock that people decided to sell. That has completely changed over the past 8-9 months, and dividends are back in and everybody loves it again. Doesn’t know how much upside there is, but it is a solid dividend paying stock. If you are an income investor, you can use this as an income allocation. If you are a growth investor, he wouldn’t really go here.

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Over the last 24 months, when investors thought interest rates were going higher, dividend stocks got crushed. This company kind of got wrapped up into that. It was a nice income stock that people decided to sell. That has completely changed over the past 8-9 months, and dividends are back in and everybody loves it again. Doesn’t know how much upside there is, but it is a solid dividend paying stock. If you are an income investor, you can use this as an income allocation. If you are a growth investor, he wouldn’t really go here.

COMMENT
COMMENT
August 3, 2016

Alimentation Couche-tard (ATD.B-T) or Parkland Fuel (PKI-T)? A tough call. This one is in Europe making all sorts of acquisitions and is an acquisition driven story. Parkland is making smaller acquisitions, but their main thesis over the next 5 years is cost reduction in order to improve margins and is largely NA focused. This is a faster growing company and much, much larger, giving a safety element. Has a fabulous long-term track record. He would choose large and safer over smaller Canadian company.

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Alimentation Couche-tard (ATD.B-T) or Parkland Fuel (PKI-T)? A tough call. This one is in Europe making all sorts of acquisitions and is an acquisition driven story. Parkland is making smaller acquisitions, but their main thesis over the next 5 years is cost reduction in order to improve margins and is largely NA focused. This is a faster growing company and much, much larger, giving a safety element. Has a fabulous long-term track record. He would choose large and safer over smaller Canadian company.

COMMENT
COMMENT
August 3, 2016

Alimentation Couche-tard (ATD.B-T) or Parkland Fuel (PKI-T)? A tough call. Alimentation is in Europe making all sorts of acquisitions and is an acquisition driven story. This one is making smaller acquisitions, but their main thesis over the next 5 years is cost reduction in order to improve margins and is largely NA focused. He would choose large and safer over a smaller Canadian company, but there is nothing wrong with this company.

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Alimentation Couche-tard (ATD.B-T) or Parkland Fuel (PKI-T)? A tough call. Alimentation is in Europe making all sorts of acquisitions and is an acquisition driven story. This one is making smaller acquisitions, but their main thesis over the next 5 years is cost reduction in order to improve margins and is largely NA focused. He would choose large and safer over a smaller Canadian company, but there is nothing wrong with this company.

COMMENT
COMMENT
August 3, 2016

He doesn’t like this. A closed-end company that owns uranium. There is an NAV discount sometimes. There is always a fee that trickles away at your NAV. Whenever uranium is hot, which it is not right now, the company comes out and issues more units, so you never get that incremental premium.

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He doesn’t like this. A closed-end company that owns uranium. There is an NAV discount sometimes. There is always a fee that trickles away at your NAV. Whenever uranium is hot, which it is not right now, the company comes out and issues more units, so you never get that incremental premium.