Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
May 7, 2018

He's researched this stock only recently. being Alberta-centric and rising interest rates are headwinds for them. They've grown the dividend consistently, so it's looking more attractive. He's watching it. Rising interest rates may pressure utilities stock further so that may be the time to step in. But rates won't rise a lot more, either. 4.7% dividend

He's researched this stock only recently. being Alberta-centric and rising interest rates are headwinds for them. They've grown the dividend consistently, so it's looking more attractive. He's watching it. Rising interest rates may pressure utilities stock further so that may be the time to step in. But rates won't rise a lot more, either. 4.7% dividend

Ryan Bushell
President, Newhaven Asset Management
Price
$33.280
Owned
No
COMMENT
COMMENT
May 7, 2018

Results today were positive. They're funding and building an Alberta petro-chemical facility. He owns other companies in this space, but he simply can't own them all. Well-run, though has a flatter growth projection than its peers.

Results today were positive. They're funding and building an Alberta petro-chemical facility. He owns other companies in this space, but he simply can't own them all. Well-run, though has a flatter growth projection than its peers.

Ryan Bushell
President, Newhaven Asset Management
Price
$24.110
Owned
No
HOLD
HOLD
May 7, 2018

A rare commodity in Canada: it's a large food producer. It's cyclical. Inflation of commodities may be good for them because they can pass on price increases to consumers. Not enough yield to make him feel safe. If you own it, hold it, but he's not buying it.

A rare commodity in Canada: it's a large food producer. It's cyclical. Inflation of commodities may be good for them because they can pass on price increases to consumers. Not enough yield to make him feel safe. If you own it, hold it, but he's not buying it.

Ryan Bushell
President, Newhaven Asset Management
Price
$29.030
Owned
No
BUY
BUY
May 7, 2018

A core position for him. Consistent dividend growth and it's long been reporting strong earnings. He likes their wealth management business which will benefit from Baby Boomers retiring and needing management (i.e. annuities).

A core position for him. Consistent dividend growth and it's long been reporting strong earnings. He likes their wealth management business which will benefit from Baby Boomers retiring and needing management (i.e. annuities).

Ryan Bushell
President, Newhaven Asset Management
Price
$52.790
Owned
Yes
WATCH
WATCH
May 7, 2018

He's watching this. Packagaing companeis are doing well. It's come off recently, but ITP needs to see it sink further before he buys it. 13x forward earnings.

He's watching this. Packagaing companeis are doing well. It's come off recently, but ITP needs to see it sink further before he buys it. 13x forward earnings.

Ryan Bushell
President, Newhaven Asset Management
Price
$19.150
Owned
No
DON'T BUY
DON'T BUY
May 7, 2018

The stock has taken a hit over fuel prices, competition from discount carriers and issues with staff. It's starting to look a little more attractive. It's is in a boom-bust industry, and now airlines are booming. But for how long? He can't get excited over this stock. Still too expensive for him.

The stock has taken a hit over fuel prices, competition from discount carriers and issues with staff. It's starting to look a little more attractive. It's is in a boom-bust industry, and now airlines are booming. But for how long? He can't get excited over this stock. Still too expensive for him.

Ryan Bushell
President, Newhaven Asset Management
Price
$22.100
Owned
No
HOLD
HOLD
May 7, 2018

A sleepy, very good company owning royalty interest on an iron mine. A good cash-flow producer though it's a cyclical company in a cyclical industry. Offers a sustainable dividend. Hold it, but for new buyers, don't buy until it breaks below $20.

A sleepy, very good company owning royalty interest on an iron mine. A good cash-flow producer though it's a cyclical company in a cyclical industry. Offers a sustainable dividend. Hold it, but for new buyers, don't buy until it breaks below $20.

Ryan Bushell
President, Newhaven Asset Management
Price
$24.080
Owned
Unknown