Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 19, 2017

(A Top Pick July 29/16. Down 14.92%.) He liked this for the growth prospects of Teletubbies. It got pretty good traction in the UK, but the US was pretty disappointing and that’s when he sold the stock.

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DHX Media (DHX.B-T)
July 19, 2017

(A Top Pick July 29/16. Down 14.92%.) He liked this for the growth prospects of Teletubbies. It got pretty good traction in the UK, but the US was pretty disappointing and that’s when he sold the stock.

COMMENT
COMMENT
July 19, 2017

One of the 1st ones to unlock a zone in the Cardium, and now the industry is following them. Their results have been getting better and better and better. Production per share has been very, very strong. This is one that can compete with the US names.

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One of the 1st ones to unlock a zone in the Cardium, and now the industry is following them. Their results have been getting better and better and better. Production per share has been very, very strong. This is one that can compete with the US names.

COMMENT
COMMENT
July 19, 2017

A great Canadian gas stock. The knock has been their inability to hit guidance in the last couple of years. Have now set that as a priority in 2017 by building up a little more flex into the guidance to account for pipeline (?).

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A great Canadian gas stock. The knock has been their inability to hit guidance in the last couple of years. Have now set that as a priority in 2017 by building up a little more flex into the guidance to account for pipeline (?).

COMMENT
COMMENT
July 19, 2017

One of the favoured few within Canada, where International investors are comfortable with the CEO and management team. They have the benefit of global diversification. It has always traded at a pretty healthy multiple, which has prevented him from owning the stock. It is probably better to go a little further down the risk profile in names that have been sold off.

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One of the favoured few within Canada, where International investors are comfortable with the CEO and management team. They have the benefit of global diversification. It has always traded at a pretty healthy multiple, which has prevented him from owning the stock. It is probably better to go a little further down the risk profile in names that have been sold off.

COMMENT
COMMENT
July 19, 2017

This operates in Russia, Argentina, US and Canada. Fracing demand, in both Canada and the US, exceeds available supply. As pricing has been going up, this has been a beneficiary. What keeps him from investing in this is their balance sheet. They simply have too much debt, and it removes their strategic flexibility.

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This operates in Russia, Argentina, US and Canada. Fracing demand, in both Canada and the US, exceeds available supply. As pricing has been going up, this has been a beneficiary. What keeps him from investing in this is their balance sheet. They simply have too much debt, and it removes their strategic flexibility.

COMMENT
COMMENT
July 19, 2017

The primary long way to get exposure in the Canadian frac market of larger companies. He likes management. They are a transportation advantage within Canada, and are roughly 40% of the Canadian frac sand market. Some of the big, big wells going on in the Permian literally use 100-200 railcars for a single well. The only hindrance is that there is still a large private equity component to it, which will act as an overhang. Any time the stock rallies, there will always be a kind of concern that there will be a secondary coming into the market.

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The primary long way to get exposure in the Canadian frac market of larger companies. He likes management. They are a transportation advantage within Canada, and are roughly 40% of the Canadian frac sand market. Some of the big, big wells going on in the Permian literally use 100-200 railcars for a single well. The only hindrance is that there is still a large private equity component to it, which will act as an overhang. Any time the stock rallies, there will always be a kind of concern that there will be a secondary coming into the market.

DON'T BUY
DON'T BUY
July 19, 2017

There is absolutely no reason to own this right now. They’ve too much debt, and lack the ability to meaningfully pay it down. This was a result of their entry into the Eagle Ford. When comparing what they look like in terms of growth rate relative to valuation, in Canada the average intermediate oil company is expected to grow next year by about 15%, with an average multiple of 5.2X EV to future cash flow. This company is expected to grow by 1% and is trading at 5.7X.

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There is absolutely no reason to own this right now. They’ve too much debt, and lack the ability to meaningfully pay it down. This was a result of their entry into the Eagle Ford. When comparing what they look like in terms of growth rate relative to valuation, in Canada the average intermediate oil company is expected to grow next year by about 15%, with an average multiple of 5.2X EV to future cash flow. This company is expected to grow by 1% and is trading at 5.7X.