Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
August 9, 2016

This used to be a really exciting growth stock. Builds hydro-vac units used for excavation which were used a lot in the energy industry. It was a great growth stock when energy services was working. Now the outlook is less clear. Their equipment is fairly mobile and they have done a great job in moving into the US. They now do utility work for more than half their portfolio. The medium and short term outlook is less clear because we are not sure of the strategic direction of the new CEO.

This used to be a really exciting growth stock. Builds hydro-vac units used for excavation which were used a lot in the energy industry. It was a great growth stock when energy services was working. Now the outlook is less clear. Their equipment is fairly mobile and they have done a great job in moving into the US. They now do utility work for more than half their portfolio. The medium and short term outlook is less clear because we are not sure of the strategic direction of the new CEO.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$20.350
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

Building a diamond mine in the Yukon. They have been working on the mine for almost 10 years, but are now just about ready to turn on operations. You make good returns in mining stocks when they go from a development company to a producer, because you get a premium as a producer.

Building a diamond mine in the Yukon. They have been working on the mine for almost 10 years, but are now just about ready to turn on operations. You make good returns in mining stocks when they go from a development company to a producer, because you get a premium as a producer.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$6.060
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This just had a very good quarter. Showed good organic growth. This is not that exposed to commodities and materials because it really is global.

WSP Global Inc. (WSP-T)
August 9, 2016

This just had a very good quarter. Showed good organic growth. This is not that exposed to commodities and materials because it really is global.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$42.930
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

White Cap Resources (WCP-T) or Freehold Royalties (FRU-T)? When thinking between 2 light oil producers like this, there is really a big business model difference. This one is an operator. It owns lands and produces wells and does everything itself. Freehold is a royalty company, where other players produce on their land and they get a fee for that. Freehold is a little less risky, but this has a little more upside if oil prices go up.

White Cap Resources (WCP-T) or Freehold Royalties (FRU-T)? When thinking between 2 light oil producers like this, there is really a big business model difference. This one is an operator. It owns lands and produces wells and does everything itself. Freehold is a royalty company, where other players produce on their land and they get a fee for that. Freehold is a little less risky, but this has a little more upside if oil prices go up.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$10.460
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

Whitecap Resources (WCP-T) or Freehold Royalties (FRU-T)? When you are thinking between 2 light oil producers like this, there is really a big business model difference. Whitecap is an operator. It owns lands and produces wells and does everything itself. This one is a royalty company, where other players produce on their land and they get a fee for that. It is a little less risky, but Whitecap has a little more upside if oil prices go up.

Whitecap Resources (WCP-T) or Freehold Royalties (FRU-T)? When you are thinking between 2 light oil producers like this, there is really a big business model difference. Whitecap is an operator. It owns lands and produces wells and does everything itself. This one is a royalty company, where other players produce on their land and they get a fee for that. It is a little less risky, but Whitecap has a little more upside if oil prices go up.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$11.470
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

Just published some fairly disappointing results. Stock continues to move down and analysts have downgraded it. You really want to see this stabilize. They just did a major acquisition which, strategically, was the right thing, because it diversified them away from areas that were in trouble. If you have a one-year view, you might want to wait and see, but if you are putting it away for 5 years, it might be attractive here.

Stantec Inc (STN-T)
August 9, 2016

Just published some fairly disappointing results. Stock continues to move down and analysts have downgraded it. You really want to see this stabilize. They just did a major acquisition which, strategically, was the right thing, because it diversified them away from areas that were in trouble. If you have a one-year view, you might want to wait and see, but if you are putting it away for 5 years, it might be attractive here.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$29.560
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This is a call on oil. You need to be quite optimistic on oil prices for this company to make money. It is considered a high beta stock, because it has more debt than most of the others. It also has some higher cost heavy oil properties in Alberta that are not making very much money right now, but could do well if oil goes back to $100.

This is a call on oil. You need to be quite optimistic on oil prices for this company to make money. It is considered a high beta stock, because it has more debt than most of the others. It also has some higher cost heavy oil properties in Alberta that are not making very much money right now, but could do well if oil goes back to $100.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$6.550
Owned
Unknown