Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 9, 2016

Has a really interesting metal deposit. They’ve been mining 3 layers. Started with a layer of gold, then there was a copper layer, and now they are ending up as a zinc producer. Zinc looks like one of the few industrial metals where the supply/demand is really tight. This company looks like a good way to play that transition. They just acquired Reservoir Minerals, so there might be a little bit of noise in the short term with combining the 2 companies. The longer-term outlook for zinc is probably the most bullish in the industrial metals.

Has a really interesting metal deposit. They’ve been mining 3 layers. Started with a layer of gold, then there was a copper layer, and now they are ending up as a zinc producer. Zinc looks like one of the few industrial metals where the supply/demand is really tight. This company looks like a good way to play that transition. They just acquired Reservoir Minerals, so there might be a little bit of noise in the short term with combining the 2 companies. The longer-term outlook for zinc is probably the most bullish in the industrial metals.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$4.140
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This does software for Internet gaming. It has been a bit of a casualty of BREXIT. Did a really big acquisition last year of a UK focused company, and the currency has been really devalued by that. Had taken on a lot of debt to do the acquisition, but cash flows have been hurt a little. It is hard for analysts to see what the business looks like in a steady state. The market is looking for some clean quarters.

This does software for Internet gaming. It has been a bit of a casualty of BREXIT. Did a really big acquisition last year of a UK focused company, and the currency has been really devalued by that. Had taken on a lot of debt to do the acquisition, but cash flows have been hurt a little. It is hard for analysts to see what the business looks like in a steady state. The market is looking for some clean quarters.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$1.740
Owned
Unknown
DON'T BUY
DON'T BUY
August 9, 2016

The big issue has been the Alberta government and their decision to stop allowing production of power from coal. When that decision was made, this company was hurt the most, which was ironic, because they had the newest coal plant. The big question is; how much is the Alberta government going to compensate them for stranding those assets. There are probably safer dividend paying stocks.

Capital Power (CPX-T)
August 9, 2016

The big issue has been the Alberta government and their decision to stop allowing production of power from coal. When that decision was made, this company was hurt the most, which was ironic, because they had the newest coal plant. The big question is; how much is the Alberta government going to compensate them for stranding those assets. There are probably safer dividend paying stocks.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$21.430
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This has really interesting technology. They build sterilization units. The recent move in the stock from $2.20 to $3.70 was because they got FDA approval for using their technology in a new area that the market didn’t expect. They’ve just started commercially shipping these units. They get a price for their units, but they also get a recurring revenue from the consumables, such as trays, etc. A great business model if they can get into enough hospitals and locations. They have a reselling partner that is committed to about 100 units of the sterilizers, and the market is expecting that to ramp up to multi-hundreds over the next few years. If this continues to work, it has a long runway to go.

TSO3 Inc (TOS-T)
August 9, 2016

This has really interesting technology. They build sterilization units. The recent move in the stock from $2.20 to $3.70 was because they got FDA approval for using their technology in a new area that the market didn’t expect. They’ve just started commercially shipping these units. They get a price for their units, but they also get a recurring revenue from the consumables, such as trays, etc. A great business model if they can get into enough hospitals and locations. They have a reselling partner that is committed to about 100 units of the sterilizers, and the market is expecting that to ramp up to multi-hundreds over the next few years. If this continues to work, it has a long runway to go.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$3.670
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

A diversified business owner of assets, aviation and manufacturing. The company has put out great numbers, and management and the team have done all the right things in terms of strategic acquisitions. He thinks their operational excellence will continue. Has a pretty good yield of around 5%. Not an expensive stock.

Exchange Income (EIF-T)
August 9, 2016

A diversified business owner of assets, aviation and manufacturing. The company has put out great numbers, and management and the team have done all the right things in terms of strategic acquisitions. He thinks their operational excellence will continue. Has a pretty good yield of around 5%. Not an expensive stock.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$34.860
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

Did a very interesting acquisition of the Shaw Media assets, but had a relatively weak quarter with those acquired assets. The acquisition was a really good financial one and really improved the dividend payout ratio, so the dividend looks safe for quite some time. However, operationally, it is not the kind of quarter that is going to make analysts raise their numbers and target prices. Expects it will be in a holding pattern until there is more clarity on the direction of advertising trends.

Did a very interesting acquisition of the Shaw Media assets, but had a relatively weak quarter with those acquired assets. The acquisition was a really good financial one and really improved the dividend payout ratio, so the dividend looks safe for quite some time. However, operationally, it is not the kind of quarter that is going to make analysts raise their numbers and target prices. Expects it will be in a holding pattern until there is more clarity on the direction of advertising trends.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$13.000
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This company has done really well in a tough retail environment. They are also getting the benefit of the move up in the REIT market with their Canadian Tire REIT. A well-run company. Management has shown a good track record over time, which he expects will continue.

This company has done really well in a tough retail environment. They are also getting the benefit of the move up in the REIT market with their Canadian Tire REIT. A well-run company. Management has shown a good track record over time, which he expects will continue.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$143.310
Owned
Unknown