Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 9, 2018

100% Canadian name. Trading at 2.9 times EBITDA. Trading at 20% free cash flow yield. 80% of their business is based off of strong WTI pricing on condensate. Difficult to explain when shares are down 30%. (Analysts’ price target is $6.40) 

100% Canadian name. Trading at 2.9 times EBITDA. Trading at 20% free cash flow yield. 80% of their business is based off of strong WTI pricing on condensate. Difficult to explain when shares are down 30%. (Analysts’ price target is $6.40) 

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$3.120
Owned
Yes
TOP PICK
TOP PICK
February 9, 2018

US pure play on pressure pumping. Q4 was weak due to Christmas and Q1 due to cold weather. Next quarters outlook is very strong. Market remains tight. Free cash flow yield of 11%. Trading at 3.5 EBITDA. (Analysts’ price target is $22.35)

Keane Group Inc(FRAC-N)
February 9, 2018

US pure play on pressure pumping. Q4 was weak due to Christmas and Q1 due to cold weather. Next quarters outlook is very strong. Market remains tight. Free cash flow yield of 11%. Trading at 3.5 EBITDA. (Analysts’ price target is $22.35)

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$13.620
Owned
Yes
TOP PICK
TOP PICK
February 9, 2018

Coming out of Arc Financial (private equity). Clean balance sheet. Trading at 1.9 times next year EBITDA.  Historical average in Canada of a pumper is 7. Liquidity vacuum in the stock market is creating this opportunity.  (Analysts’ price target is $18.20)

Coming out of Arc Financial (private equity). Clean balance sheet. Trading at 1.9 times next year EBITDA.  Historical average in Canada of a pumper is 7. Liquidity vacuum in the stock market is creating this opportunity.  (Analysts’ price target is $18.20)

Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$10.000
Owned
Yes
HOLD
HOLD
February 9, 2018

He likes it and other covered calls on the banks and some of the others in the US. He doesn’t have much faith in Ottawa these days. He thinks policies are ill conceived. We seem to be in the direction of greater regulation and greater taxation. He sees companies retracting from Canada.  

He likes it and other covered calls on the banks and some of the others in the US. He doesn’t have much faith in Ottawa these days. He thinks policies are ill conceived. We seem to be in the direction of greater regulation and greater taxation. He sees companies retracting from Canada.  

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$18.870
Owned
Yes
HOLD
HOLD
February 9, 2018

They are a little different than most other ETFs. This is a swap-based ETF. Basically, a contract between Horizon and National Bank. These are total return ETFs so there is no distribution so very efficient for people making high income.  

They are a little different than most other ETFs. This is a swap-based ETF. Basically, a contract between Horizon and National Bank. These are total return ETFs so there is no distribution so very efficient for people making high income.  

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$31.060
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 9, 2018

(A Top Pick June 30/17 - Down 0.5%) Sold half holdings last week. Good index and good ETF. It is an exit from here. 

(A Top Pick June 30/17 - Down 0.5%) Sold half holdings last week. Good index and good ETF. It is an exit from here. 

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$23.900
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 9, 2018

(A Top Pick June 30/17 -  Down 5.2%.)  A way to enter Europe with a good yield (6 or 7%). He has been in and out of Europe several times. Always disappointed with the returns. Good ETF. 

(A Top Pick June 30/17 -  Down 5.2%.)  A way to enter Europe with a good yield (6 or 7%). He has been in and out of Europe several times. Always disappointed with the returns. Good ETF. 

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$20.780
Owned
No