Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 1, 2017

All the stocks except North America. You have had a good experience in stocks in the US, but now you need to move out of North America. After the political shadow has been lifted in Europe, you want to be there.

All the stocks except North America. You have had a good experience in stocks in the US, but now you need to move out of North America. After the political shadow has been lifted in Europe, you want to be there.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$18.860
Owned
Yes
TOP PICK
TOP PICK
June 1, 2017

Zeroing in on Germany and France. In September they expect money to be spread around in Germany.

Zeroing in on Germany and France. In September they expect money to be spread around in Germany.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$31.350
Owned
Yes
TOP PICK
TOP PICK
June 1, 2017

Emerging Markets. He is going in on this very slowly. The emerging markets index is much cheaper than Canada. It is a bout of growth in emerging markets.

Emerging Markets. He is going in on this very slowly. The emerging markets index is much cheaper than Canada. It is a bout of growth in emerging markets.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$26.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 1, 2017

(Top Pick Mar 14’16, Up 45%) He likes the American Banks. He likes them even if they were a bit soft. Probably interest rates will rise. He is using the unhedged version of the ETF.

(Top Pick Mar 14’16, Up 45%) He likes the American Banks. He likes them even if they were a bit soft. Probably interest rates will rise. He is using the unhedged version of the ETF.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$23.840
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 1, 2017

(Top Pick Mar 14’16, Up 1%) He parked US money here.

(Top Pick Mar 14’16, Up 1%) He parked US money here.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$13.440
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 1, 2017

(Top Pick Mar 14’16, Up 15%) You have to take credit rate rise in the fixed income market. This one is hedged. He switched recently into HYI-T for an active manager.

(Top Pick Mar 14’16, Up 15%) You have to take credit rate rise in the fixed income market. This one is hedged. He switched recently into HYI-T for an active manager.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$20.240
Owned
Yes
COMMENT
COMMENT
June 1, 2017

This has struggled over the last couple of years as it got hurt by the environmental movement and the NDP government in Alberta wanting to shut down all coal producing energy assets. They are migrating from coal to natural gas and have 2 plants, Sundance 1 and Sundance 2 that are coal fired, which are going to close by the end of this year. That hurts their bottom line. Also, for the last number of years, they have been over levered. Their bond rating has always hovered below investment grade or just barely above it. Thinks it will be in the penalty box for another 6 months to 1 year because they don’t have the greatest of assets.

This has struggled over the last couple of years as it got hurt by the environmental movement and the NDP government in Alberta wanting to shut down all coal producing energy assets. They are migrating from coal to natural gas and have 2 plants, Sundance 1 and Sundance 2 that are coal fired, which are going to close by the end of this year. That hurts their bottom line. Also, for the last number of years, they have been over levered. Their bond rating has always hovered below investment grade or just barely above it. Thinks it will be in the penalty box for another 6 months to 1 year because they don’t have the greatest of assets.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$7.660
Owned
Unknown