Latest Expert Opinions

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Opinion
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HOLD
HOLD
July 12, 2018

Their biggest client is Air Canada. He thinks there is a good base for the company in the medium term. They are continuing to do reasonable well. Definitely worth owning for the income.

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Their biggest client is Air Canada. He thinks there is a good base for the company in the medium term. They are continuing to do reasonable well. Definitely worth owning for the income.

COMMENT
COMMENT
July 12, 2018

Now they have a lot of cash. The intention of the parent company is not very clear. They could use it for distribution or other things. We don’t know. Next step is doing what they are doing.

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Now they have a lot of cash. The intention of the parent company is not very clear. They could use it for distribution or other things. We don’t know. Next step is doing what they are doing.

BUY
BUY
July 12, 2018

Their original business was to build houses for oil and gas business. They have diversified to construction houses. The biggest upside is if liquid gas projects get sanctioned here they have a good chance to get a contract on that. A good little business. Good upside. (Analysts’ price target is $3.31)

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Their original business was to build houses for oil and gas business. They have diversified to construction houses. The biggest upside is if liquid gas projects get sanctioned here they have a good chance to get a contract on that. A good little business. Good upside. (Analysts’ price target is $3.31)

BUY
BUY
July 12, 2018

Company that stared in Canada and expending in the US. The yield is still abnormally high. He thinks that they can still sustain that. They have been great at selling assets at good valuations. He thinks the yield is crazy and should get [through price appreciation] to more normal levels like 5%. They won’t cut the dividend as they have funding. (Analysts’ price target is $28.95)

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Altagas Ltd (ALA-T)
July 12, 2018

Company that stared in Canada and expending in the US. The yield is still abnormally high. He thinks that they can still sustain that. They have been great at selling assets at good valuations. He thinks the yield is crazy and should get [through price appreciation] to more normal levels like 5%. They won’t cut the dividend as they have funding. (Analysts’ price target is $28.95)

BUY
BUY
July 12, 2018

Natural gas company and natural gas hasn’t been done well in Canada lately. Production growth has not delivered as they projected. He thinks the company is going to stabilize and turn around. (Analysts’ price target is $23.50)

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Natural gas company and natural gas hasn’t been done well in Canada lately. Production growth has not delivered as they projected. He thinks the company is going to stabilize and turn around. (Analysts’ price target is $23.50)

DON'T BUY
DON'T BUY
July 12, 2018

His son has abandoned Snap and Instagram. He thinks it is going to do better if they stop Facebook (FB-O) to continue stealing their best features. It is tempting to say they are too small to niche and they won’t making it. He wouldn’t buy it, but it is interesting to see.

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Snap Inc. (SNAP-N)
July 12, 2018

His son has abandoned Snap and Instagram. He thinks it is going to do better if they stop Facebook (FB-O) to continue stealing their best features. It is tempting to say they are too small to niche and they won’t making it. He wouldn’t buy it, but it is interesting to see.

COMMENT
COMMENT
July 12, 2018

Have to give a lot of credit to the whole Brookfield Group. They have been very good at opportunistically buying infrastructure assets. For long term capital appreciation, the parent company is better.

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Have to give a lot of credit to the whole Brookfield Group. They have been very good at opportunistically buying infrastructure assets. For long term capital appreciation, the parent company is better.