Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 9, 2016

(Market Call Minute.) Probably one of the best turnaround stocks in large cap gold. Has got a lot of debt off the balance sheet and the price of gold is coming back. Really cleaning up nicely.

Barrick Gold (ABX-T)
August 9, 2016

(Market Call Minute.) Probably one of the best turnaround stocks in large cap gold. Has got a lot of debt off the balance sheet and the price of gold is coming back. Really cleaning up nicely.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$28.190
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

(Market Call Minute.) An energy service company that is still struggling. There is quite a bit of value here, but it is going to take energy services as a whole to come back.

McCoy Corp. (MCB-T)
August 9, 2016

(Market Call Minute.) An energy service company that is still struggling. There is quite a bit of value here, but it is going to take energy services as a whole to come back.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$1.570
Owned
Unknown
TOP PICK
TOP PICK
August 9, 2016

About a $1.4 billion market cap. They do waste disposal for upstream oil/gas companies, and own a lot of landfills around Saskatchewan and Alberta. A great business to own for the longer-term. It is hard for competition to get in as there are barriers to entry. Because of that, there are only a few competitors, and it has a much better balance sheet than the others. They are growing a lot faster at a time when competitors are shrinking. You can see a lot of free cash flow being generated as more of their facilities come on line in the next few years. Dividend yield of 2.7% has a lot of room to rise.

About a $1.4 billion market cap. They do waste disposal for upstream oil/gas companies, and own a lot of landfills around Saskatchewan and Alberta. A great business to own for the longer-term. It is hard for competition to get in as there are barriers to entry. Because of that, there are only a few competitors, and it has a much better balance sheet than the others. They are growing a lot faster at a time when competitors are shrinking. You can see a lot of free cash flow being generated as more of their facilities come on line in the next few years. Dividend yield of 2.7% has a lot of room to rise.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$8.790
Owned
No
TOP PICK
TOP PICK
August 9, 2016

This has underperformed in the REIT sector, because management has been relatively aggressive in raising money. They’ve gone from starting the company, to a $450 million market cap. They buy railroad hotel properties in the US, and have long-term contracts on them. Dividend yield of 8.11%.

This has underperformed in the REIT sector, because management has been relatively aggressive in raising money. They’ve gone from starting the company, to a $450 million market cap. They buy railroad hotel properties in the US, and have long-term contracts on them. Dividend yield of 8.11%.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$10.520
Owned
No
TOP PICK
TOP PICK
August 9, 2016

Has grown through acquisition and has a net cash balance sheet. They are starting to spend money integrating the assets they bought. Dividend yield of 2.9% is relatively safe because they have no debt. Their peers have moved up a lot, and this one hasn’t moved much at all. Trading at 6X EBITDA while their peers are trading at 12X, and this one’s balance sheet is better.

Has grown through acquisition and has a net cash balance sheet. They are starting to spend money integrating the assets they bought. Dividend yield of 2.9% is relatively safe because they have no debt. Their peers have moved up a lot, and this one hasn’t moved much at all. Trading at 6X EBITDA while their peers are trading at 12X, and this one’s balance sheet is better.

James Rife
Head of Canadian Equities, Canalyst Financial Modeling Corp
Price
$1.380
Owned
Unknown
COMMENT
COMMENT
August 9, 2016

This fell into some of the issues that Valeant (VRX-N) was facing in the US. Aggressive pricing for a lot of critical drugs. They did the right thing by diversifying out of the US marketplace and into Europe. Timing couldn’t have been worse with the timing of BREXIT. They are going through a strategic review process right now. The fact that it has been drawn out this long suggests there is a lack of buyers. This is a “wait and see” type of stock. Heavy debt.

This fell into some of the issues that Valeant (VRX-N) was facing in the US. Aggressive pricing for a lot of critical drugs. They did the right thing by diversifying out of the US marketplace and into Europe. Timing couldn’t have been worse with the timing of BREXIT. They are going through a strategic review process right now. The fact that it has been drawn out this long suggests there is a lack of buyers. This is a “wait and see” type of stock. Heavy debt.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$22.300
Owned
Unknown
HOLD
HOLD
August 9, 2016

A producer, grower, seller of medicinal marijuana, and probably the leader when they get into the recreational space. Medical marijuana right now is extremely, extremely hot right now. It is garnering quite a bit of US attention.

A producer, grower, seller of medicinal marijuana, and probably the leader when they get into the recreational space. Medical marijuana right now is extremely, extremely hot right now. It is garnering quite a bit of US attention.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$4.030
Owned
Unknown