Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 5, 2017

In the short term, they are going to do well because of their wealth management business and rising interest rates. Longer-term, the money coming out of the life insurance side, the cash flow, is being reinvested into life insurance businesses in Asia, which is the only growth market in life insurance that there is. He will be buying this for new clients.

Show full opinionHide full opinion

In the short term, they are going to do well because of their wealth management business and rising interest rates. Longer-term, the money coming out of the life insurance side, the cash flow, is being reinvested into life insurance businesses in Asia, which is the only growth market in life insurance that there is. He will be buying this for new clients.

COMMENT
COMMENT
January 5, 2017

A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.

Show full opinionHide full opinion
Aecon Group Inc (ARE-T)
January 5, 2017

A good company. The challenge is that a lot of their construction business is in Western Canada, and they have been hurt because of the oil industry slowing down. If you believe the oil industry is now improving, that should help this company to some extent.

COMMENT
COMMENT
January 5, 2017

This seems to be in the mode of buying more. You will probably get a dividend increase over time, but they are on the acquisition trail, so they are on the growth mode.

Show full opinionHide full opinion

This seems to be in the mode of buying more. You will probably get a dividend increase over time, but they are on the acquisition trail, so they are on the growth mode.

COMMENT
COMMENT
January 5, 2017

He looked at this about 18 months ago. They were moving from writing cheques in Canada and into more interesting stuff in the US. Unfortunately, that didn’t work out, in the short term anyway. They took a hit and they cut their dividend. The bloom is kind of off this for now. He is not interested. Dividend yield of 5.8%.

Show full opinionHide full opinion
DH Corporation (DH-T)
January 5, 2017

He looked at this about 18 months ago. They were moving from writing cheques in Canada and into more interesting stuff in the US. Unfortunately, that didn’t work out, in the short term anyway. They took a hit and they cut their dividend. The bloom is kind of off this for now. He is not interested. Dividend yield of 5.8%.

COMMENT
COMMENT
January 5, 2017

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.

Show full opinionHide full opinion

Natural gas and oil. He has watched this over the years. The company has done well along with all the rest of them. Good management.

HOLD
HOLD
January 5, 2017

A really well-managed natural gas levered company. If you own it, he would continue to Hold.

Show full opinionHide full opinion

A really well-managed natural gas levered company. If you own it, he would continue to Hold.

COMMENT
COMMENT
January 5, 2017

An insurance and wealth management holding company. Because of its underlying Great West Life (GWO-T), it will be helped by higher interest rates. This will do okay. The stock has moved up a bit. They’ll increase their dividend by about 3%-5% a year.

Show full opinionHide full opinion
Power Corp (POW-T)
January 5, 2017

An insurance and wealth management holding company. Because of its underlying Great West Life (GWO-T), it will be helped by higher interest rates. This will do okay. The stock has moved up a bit. They’ll increase their dividend by about 3%-5% a year.