Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 31, 2017

This is a large insurance company with assets around the world. Prem Watsa was very bearish on US markets a number of years ago and made a huge bet on deflation. He is now becoming more bullish. He hasn’t done a good job of growing BV over the last 5 years. This is trading at a multiple to BV.

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This is a large insurance company with assets around the world. Prem Watsa was very bearish on US markets a number of years ago and made a huge bet on deflation. He is now becoming more bullish. He hasn’t done a good job of growing BV over the last 5 years. This is trading at a multiple to BV.

BUY
BUY
May 31, 2017

Trading at a very cheap valuation, under 8X PE. They have global operations. They are improving their European operations, so they are improving margins. Good balance sheet to EBITDA at about 1X. If one of the large tech companies ever want to manufacture their own smart car, they might look to a player like this.

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Trading at a very cheap valuation, under 8X PE. They have global operations. They are improving their European operations, so they are improving margins. Good balance sheet to EBITDA at about 1X. If one of the large tech companies ever want to manufacture their own smart car, they might look to a player like this.

COMMENT
COMMENT
May 31, 2017

There was a rumour that Muddy Waters was going to come out with a scathing Short recommendation on this, dropping the stock by 39%. That was incorrect. The company owns fleets of railcars, commercial jets and industrial equipment.

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There was a rumour that Muddy Waters was going to come out with a scathing Short recommendation on this, dropping the stock by 39%. That was incorrect. The company owns fleets of railcars, commercial jets and industrial equipment.

COMMENT
COMMENT
May 31, 2017

More or less a utility in infrastructure. A 3rd of revenue comes from wind power, so they are involved in the distribution of electricity, generation, and have some power producers both in the US and Canada. He likes the name. If you are a retiree, it is a decent company to own.

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More or less a utility in infrastructure. A 3rd of revenue comes from wind power, so they are involved in the distribution of electricity, generation, and have some power producers both in the US and Canada. He likes the name. If you are a retiree, it is a decent company to own.

COMMENT
COMMENT
May 31, 2017

A royalty company, and has investments in approximately 15 private companies, where it has a royalty or gets a preferred interest. Results can sometimes be lumpy. He is comfortable holding this.

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A royalty company, and has investments in approximately 15 private companies, where it has a royalty or gets a preferred interest. Results can sometimes be lumpy. He is comfortable holding this.

BUY
BUY
May 31, 2017

Originally started out as a pension benefits consultant, and has moved into EAP (Employee Assistance Program). They are growing their US business. Very stable business, and about 90% of the revenue is recurring. Expects this will continue to grow in the US.

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Originally started out as a pension benefits consultant, and has moved into EAP (Employee Assistance Program). They are growing their US business. Very stable business, and about 90% of the revenue is recurring. Expects this will continue to grow in the US.

COMMENT
COMMENT
May 31, 2017

A gas producer, with operations around the world, including Australia, France, Netherlands and Germany. Quite a well-run company. Their assets are starting to perform well. They are partners in an offshore natural gas project in Ireland. He likes this. Good balance sheet and well-run. 6.2% dividend yield.

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A gas producer, with operations around the world, including Australia, France, Netherlands and Germany. Quite a well-run company. Their assets are starting to perform well. They are partners in an offshore natural gas project in Ireland. He likes this. Good balance sheet and well-run. 6.2% dividend yield.