Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 20, 2017

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time. Dividend yield of 5.7%.

Superior Plus Corp (SPB-T)
January 20, 2017

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time. Dividend yield of 5.7%.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$12.520
Owned
Unknown
HOLD
HOLD
January 20, 2017

Their legacy business was coal which experienced some difficulty, and was on the way to being shut down in Alberta. The issue was, how much will they get for these legacy assets. Also, they wisely decided to set up a renewable subsidiary where they still own a good chunk of it. This has grown quite nicely. Thinks the CEO is doing a decent job.

Transalta Corp (TA-T)
January 20, 2017

Their legacy business was coal which experienced some difficulty, and was on the way to being shut down in Alberta. The issue was, how much will they get for these legacy assets. Also, they wisely decided to set up a renewable subsidiary where they still own a good chunk of it. This has grown quite nicely. Thinks the CEO is doing a decent job.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$7.760
Owned
No
TOP PICK
TOP PICK
January 20, 2017

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)

T-shirts, underwear, socks, sweatshirts. Low cost producers with operations globally. The US does not produce a lot of T-shirts, underwear or socks, and this company has a plant in Georgia that spins the yarn for socks. Trading at 14X earnings. Debt to cash flow is 1.3X. They have a great history of growing their dividends. There is a lot of negative sentiment in the stock. As a low-cost producer, they will be able to compete efficiently. Recently bought the name of American Apparel, not the manufacturing. Dividend yield of 1.24%. (Analysts’ price target is $42.11.)

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$33.440
Owned
Yes
TOP PICK
TOP PICK
January 20, 2017

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)

CVS Health Corp (CVS-N)
January 20, 2017

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$81.560
Owned
Yes
TOP PICK
TOP PICK
January 20, 2017

Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA. There is no debt. Bought a small company about 18 months ago, that provides services for law firms that are involved in real estate transactions in Ontario and Québec. Good management. He expects modest dividend increases over time. Dividend yield of about 4.5%. (Analysts’ price target is $19.67.)

Located in Saskatchewan with a monopoly for land and property registration for the next 17 years. Trading at about 9.5X EBITDA. There is no debt. Bought a small company about 18 months ago, that provides services for law firms that are involved in real estate transactions in Ontario and Québec. Good management. He expects modest dividend increases over time. Dividend yield of about 4.5%. (Analysts’ price target is $19.67.)

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$17.950
Owned
Yes
COMMENT
COMMENT
January 20, 2017

Seasonally you normally see defence stocks doing very well from about October right through until about the end of the year, and then they tend to take a bit of a break from January through to March. They then take another move to the upside until May. Technically, it is currently running into some overhead resistance with a small downward trend.

Seasonally you normally see defence stocks doing very well from about October right through until about the end of the year, and then they tend to take a bit of a break from January through to March. They then take another move to the upside until May. Technically, it is currently running into some overhead resistance with a small downward trend.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$141.990
Owned
Unknown
COMMENT
COMMENT
January 20, 2017

Historically, silver stocks in general, have a period of seasonal strength from the middle of December through until February of each year. The chart looks like this is off to a good start. This is a Trade, and you trade it until approximately the 1st week in March, and then you might want to take some profits.

Historically, silver stocks in general, have a period of seasonal strength from the middle of December through until February of each year. The chart looks like this is off to a good start. This is a Trade, and you trade it until approximately the 1st week in March, and then you might want to take some profits.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$3.780
Owned
Unknown