Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 17, 2017

If there ever was an extreme niche, this is it. They gather the pollen and special powders to deal with the fields and nasty pesticides. 90% of the world’s commercial greenhouses actually buy hives of bees.

If there ever was an extreme niche, this is it. They gather the pollen and special powders to deal with the fields and nasty pesticides. 90% of the world’s commercial greenhouses actually buy hives of bees.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$0.275
Owned
Yes
COMMENT
COMMENT
November 17, 2017

He likes this. Hasn’t bothered to look at it because it is a marvellous creation by highly skilled people. Prem Watsa himself is originally from India. It’s not simply a fund holding Indian assets, it is inventing, contriving in a sense, and has bought out companies. Thinks it is going to continue to be very good.

He likes this. Hasn’t bothered to look at it because it is a marvellous creation by highly skilled people. Prem Watsa himself is originally from India. It’s not simply a fund holding Indian assets, it is inventing, contriving in a sense, and has bought out companies. Thinks it is going to continue to be very good.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$15.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 17, 2017

(A Top Pick Dec 14/16. Down 19%.) Jonathan Goodman is a man of great patience and enormous wealth, which he got out of his first company. You have to be patient with this. 

Knight Therapeutics(GUD-T)
November 17, 2017

(A Top Pick Dec 14/16. Down 19%.) Jonathan Goodman is a man of great patience and enormous wealth, which he got out of his first company. You have to be patient with this. 

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$8.070
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 17, 2017

(A Top Pick Dec 14/16. Up 25%.) The world’s greatest mining prospector and Alaska is starved for jobs. The greenies have kind of receded, and there is a better mood with the EPA in the US. Thinks this gets going eventually. It is going to be gradual and you have to be patient.

(A Top Pick Dec 14/16. Up 25%.) The world’s greatest mining prospector and Alaska is starved for jobs. The greenies have kind of receded, and there is a better mood with the EPA in the US. Thinks this gets going eventually. It is going to be gradual and you have to be patient.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.700
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 17, 2017

(A Top Pick Dec 14/16. Up 46%.) They have liaisons with the Disney’s of the world and others. Very, very talented Canadian group. It should continue to grow.

Spin Master Corp(TOY-T)
November 17, 2017

(A Top Pick Dec 14/16. Up 46%.) They have liaisons with the Disney’s of the world and others. Very, very talented Canadian group. It should continue to grow.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$50.000
Owned
Yes
COMMENT
COMMENT
November 17, 2017

Trying to get producers to market, and the producers have amalgamated and improved things, but the overall effect is not really helping. A very inventive and innovative company. It’s the most aggressive of the Canadian pipeline companies. 5.5% dividend yield.

Enbridge(ENB-T)
November 17, 2017

Trying to get producers to market, and the producers have amalgamated and improved things, but the overall effect is not really helping. A very inventive and innovative company. It’s the most aggressive of the Canadian pipeline companies. 5.5% dividend yield.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$44.860
Owned
Yes
COMMENT
COMMENT
November 17, 2017

A great little company, and the only listed one in Canada. There are giants in the US that do have interests and individuals who have latched onto it in Canada. Their earnings report indicated that they lost $15.4 million on a revenue of $18.5 million in its 3rd quarter. He sold his holdings.

StorageVault Canada(SVI-X)
November 17, 2017

A great little company, and the only listed one in Canada. There are giants in the US that do have interests and individuals who have latched onto it in Canada. Their earnings report indicated that they lost $15.4 million on a revenue of $18.5 million in its 3rd quarter. He sold his holdings.

Michael Smedley
Exec VP & Chief Investment Officer, Morgan Meighan & Associates
Price
$2.520
Owned
No