Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 7, 2018

Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.

Their European operations are now producing cash flows which they'll reinvest in other projects. The CEO is a big shareholder, always a good sign. It pays a good dividend yield over 5%. Revenues come outside Canada, so it's well-diversified. A solid, good long-term hold. They report earnings tomorrow.

Ryan Bushell
President, Newhaven Asset Management
Price
$23.500
Owned
Yes
BUY
BUY
May 7, 2018

He owns this long-term. It's a dominant, global player and offers a solid yield with an underlying stable, retail business. Trade has been choppy, but below $60 is a good time to buy. Earnings report this evening.

He owns this long-term. It's a dominant, global player and offers a solid yield with an underlying stable, retail business. Trade has been choppy, but below $60 is a good time to buy. Earnings report this evening.

Ryan Bushell
President, Newhaven Asset Management
Price
$59.990
Owned
Yes
BUY
BUY
May 7, 2018

A former past pick, benefitting with rising oil prices. Likes this long-term. Well-run company. They've never cut their dividend and is currently paying a 6.3% yield. He sees long-term upside. Doesn't produce heavy oil.

A former past pick, benefitting with rising oil prices. Likes this long-term. Well-run company. They've never cut their dividend and is currently paying a 6.3% yield. He sees long-term upside. Doesn't produce heavy oil.

Ryan Bushell
President, Newhaven Asset Management
Price
$43.730
Owned
Unknown
TOP PICK
TOP PICK
May 7, 2018

Sustainable long-term cash flow. True, its charts are unflattering, but it's grown its dividend 50% over the past fve years. It continues to be on sale, so he continues to recommend it. It's a bargain now and the most recent drop is egregious. The market has been negative on the WGL acquisition, but utilities in metropolitan areas (Washington DC) with solid, long-term growth don't come up often. Cities will always utilities. Their cash flow will sustain the 8.8% dividend. You're paid to wait. He's buying for clients. (Analysts' price target $28.10)

Sustainable long-term cash flow. True, its charts are unflattering, but it's grown its dividend 50% over the past fve years. It continues to be on sale, so he continues to recommend it. It's a bargain now and the most recent drop is egregious. The market has been negative on the WGL acquisition, but utilities in metropolitan areas (Washington DC) with solid, long-term growth don't come up often. Cities will always utilities. Their cash flow will sustain the 8.8% dividend. You're paid to wait. He's buying for clients. (Analysts' price target $28.10)

Ryan Bushell
President, Newhaven Asset Management
Price
$25.010
Owned
Yes
TOP PICK
TOP PICK
May 7, 2018

He recently bought it. They buy warehouses outside metropolitan centers to store retail goods. It trades in US dollars on the TSX. Their management team is part of a holding company above the company, and it's likely that team will be internalized this year. That'll open up the company to institutional investors. Their biggest partner is an Alberta investment company. A great long-term company. Pays over 6% yield and you get USD exposure. (Analysts' price target $14.29)

He recently bought it. They buy warehouses outside metropolitan centers to store retail goods. It trades in US dollars on the TSX. Their management team is part of a holding company above the company, and it's likely that team will be internalized this year. That'll open up the company to institutional investors. Their biggest partner is an Alberta investment company. A great long-term company. Pays over 6% yield and you get USD exposure. (Analysts' price target $14.29)

Ryan Bushell
President, Newhaven Asset Management
Price
$13.250
Owned
Yes
TOP PICK
TOP PICK
May 7, 2018

You can take your pick of the Canadian banks which have recovered from a recent dip. TD is well-diversified and boards strong wealth management revenue, and half their branches in the US. Pays a dividend yield of 3.7%. (Analysts' price target $81.84)

You can take your pick of the Canadian banks which have recovered from a recent dip. TD is well-diversified and boards strong wealth management revenue, and half their branches in the US. Pays a dividend yield of 3.7%. (Analysts' price target $81.84)

Ryan Bushell
President, Newhaven Asset Management
Price
$73.350
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 7, 2018

(Past Top Pick on Oct. 3, 2017, Up 10%) Oil prices are up and he's positive energy. With a new CEO, he likes their new direction. He's been with this since its bottom (he averaged down). Has great long-term assets. But they've enjoyed a great run for the past six months so he may exit.

(Past Top Pick on Oct. 3, 2017, Up 10%) Oil prices are up and he's positive energy. With a new CEO, he likes their new direction. He's been with this since its bottom (he averaged down). Has great long-term assets. But they've enjoyed a great run for the past six months so he may exit.

Ryan Bushell
President, Newhaven Asset Management
Price
$13.490
Owned
Yes