Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 26, 2017

This is a fairly solid, continuing dividend payer. They are running rather nice surgical facilities. Took on new management about a year ago, and have done well. The quarter has been a little soft, but they are in a good sector. Have about 5 facilities across the US. A good operation.

This is a fairly solid, continuing dividend payer. They are running rather nice surgical facilities. Took on new management about a year ago, and have done well. The quarter has been a little soft, but they are in a good sector. Have about 5 facilities across the US. A good operation.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$16.580
Owned
No
HOLD
HOLD
May 26, 2017

Doesn’t know why it has been dropping lately. It has become the dominant force in the lentil supply to countries like India. India had a big crop. If he owned, he would tend to stay in it.

Doesn’t know why it has been dropping lately. It has become the dominant force in the lentil supply to countries like India. India had a big crop. If he owned, he would tend to stay in it.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$25.990
Owned
Unknown
COMMENT
COMMENT
May 26, 2017

The major 4th retail operator currently listed. It has been through difficult times. The markets have been difficult. They lost their president. Has some very interesting properties in Australia and the US. Volumes have not been tremendous on the stock and IPO markets for the most part. Doesn’t see anything that is going to crank the handle in the near term. If you see something more exciting, then put the cash there. He sold his holdings.

The major 4th retail operator currently listed. It has been through difficult times. The markets have been difficult. They lost their president. Has some very interesting properties in Australia and the US. Volumes have not been tremendous on the stock and IPO markets for the most part. Doesn’t see anything that is going to crank the handle in the near term. If you see something more exciting, then put the cash there. He sold his holdings.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$4.580
Owned
No
COMMENT
COMMENT
May 26, 2017

Something as a long-term hold in healthcare? An ideal stock for the long-term, probably would be Knight Therapeutics run by Jonathan Goodman, who ran Paladin, which was eventually sold at $140 after 19 years. A very deeply experienced man. The stock has held in well, but hasn’t done anything particularly aggressive for some time.

Something as a long-term hold in healthcare? An ideal stock for the long-term, probably would be Knight Therapeutics run by Jonathan Goodman, who ran Paladin, which was eventually sold at $140 after 19 years. A very deeply experienced man. The stock has held in well, but hasn’t done anything particularly aggressive for some time.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$10.030
Owned
Yes
HOLD
HOLD
May 26, 2017

Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.

Pizza companies do have different structures. Sometimes they are owners, and sometimes they are franchises. He thinks this is a good, long term hold. Good dividend.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$22.730
Owned
No
COMMENT
COMMENT
May 26, 2017

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.

Solid stuff. Might be the best example of a Canadian company that has got itself thoroughly qualified, partly by acquisitions. In the US defence sector, aircraft companies and working for the US government. This should continue to be very, very strong globally.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$66.210
Owned
Unknown
TOP PICK
TOP PICK
May 26, 2017

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)

BlackBerry (BB-T)
May 26, 2017

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$14.950
Owned
Yes