Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 7, 2016

(A Top Pick June 16/16. Up 21.61%.) This lends money to the middle market, companies in the US that cannot get loans from a bank or from Wall Street. These are favourite financing vehicles of private equity. By law, they have to pay out 90% of the income they get from lending money, so they have distributions of somewhere from 9% to 11%.

(A Top Pick June 16/16. Up 21.61%.) This lends money to the middle market, companies in the US that cannot get loans from a bank or from Wall Street. These are favourite financing vehicles of private equity. By law, they have to pay out 90% of the income they get from lending money, so they have distributions of somewhere from 9% to 11%.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$23.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2016

(A Top Pick June 16/16. Up 20.99%.) He liked the pipelines in February.

Kinder Morgan Inc. (KMI-N)
December 7, 2016

(A Top Pick June 16/16. Up 20.99%.) He liked the pipelines in February.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$21.290
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2016

(A Top Pick June 16/16. Up 16.28%.) This is wood. It pays a 4% dividend. He wants exposure to the US housing market. The housing stock is way under historical averages.

Weyerhaeuser Co (WY-N)
December 7, 2016

(A Top Pick June 16/16. Up 16.28%.) This is wood. It pays a 4% dividend. He wants exposure to the US housing market. The housing stock is way under historical averages.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$32.930
Owned
Yes
COMMENT
COMMENT
December 7, 2016

There is something called “Belt Road Initiative”, where China is basically building out infrastructure for Eurasia, and spending $1 trillion a year. At the same time, they are cutting out capacity in coal and iron ore. They supplemented that with exporting iron ore and coal from North Korea, and the United Nations Security Council told them they couldn’t do that, because North Korea was using the money to fund their nuclear program and not feed the people. Now management teams of iron ore companies globally are saying they are no longer fighting for market share, they are fighting for margins, and are cutting out all high cost iron ore. This company has a wonderful yield. Mr. Trump is adding fuel to the fire by building infrastructure in the US. Very constructive on iron ore, met coal and steel for 2017. Dividend yield of about 5.2%.

There is something called “Belt Road Initiative”, where China is basically building out infrastructure for Eurasia, and spending $1 trillion a year. At the same time, they are cutting out capacity in coal and iron ore. They supplemented that with exporting iron ore and coal from North Korea, and the United Nations Security Council told them they couldn’t do that, because North Korea was using the money to fund their nuclear program and not feed the people. Now management teams of iron ore companies globally are saying they are no longer fighting for market share, they are fighting for margins, and are cutting out all high cost iron ore. This company has a wonderful yield. Mr. Trump is adding fuel to the fire by building infrastructure in the US. Very constructive on iron ore, met coal and steel for 2017. Dividend yield of about 5.2%.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$19.640
Owned
Yes
COMMENT
COMMENT
December 7, 2016

A world-class oil and natural gas company. Feels the dividend is safe. He likes this and thinks oil is going to go up to around $60.

A world-class oil and natural gas company. Feels the dividend is safe. He likes this and thinks oil is going to go up to around $60.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$52.850
Owned
Yes
COMMENT
COMMENT
December 7, 2016

Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$51.100
Owned
No
HOLD
HOLD
December 7, 2016

With what Trump is doing, and this company’s exposure to energy infrastructure exposure to the US, you just hang onto this. Dividend yield of just under 3%.

General Electric (GE-N)
December 7, 2016

With what Trump is doing, and this company’s exposure to energy infrastructure exposure to the US, you just hang onto this. Dividend yield of just under 3%.

James Thorne
Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment Management
Price
$31.600
Owned
No