Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 20, 2018

Merger is not popular with Raging River shareholders. However, Baytex shareholders are saying it is a wonderful deal. Have added a free cash flow machine in their Viking asset. This name has been beaten down by Raging River shareholders. The deal gets voted on mid August. At $70 oil he has a $7.00 target and at $80 oil he has a $10.00 target. That is 60% to 130% upside. (Analysts’ price target is $6.00)

Show full opinionHide full opinion

Merger is not popular with Raging River shareholders. However, Baytex shareholders are saying it is a wonderful deal. Have added a free cash flow machine in their Viking asset. This name has been beaten down by Raging River shareholders. The deal gets voted on mid August. At $70 oil he has a $7.00 target and at $80 oil he has a $10.00 target. That is 60% to 130% upside. (Analysts’ price target is $6.00)

TOP PICK
TOP PICK
July 20, 2018

They are the number two in Canada. Should be able to monetize some assets and should be debt free. The name is trading at just over 2 times EBITA. At $70 oil, he sees a 102% upside. At $80 oil, he sees an upside of 172%. (Analysts’ price target is $2.41)

Show full opinionHide full opinion

They are the number two in Canada. Should be able to monetize some assets and should be debt free. The name is trading at just over 2 times EBITA. At $70 oil, he sees a 102% upside. At $80 oil, he sees an upside of 172%. (Analysts’ price target is $2.41)

BUY
BUY
July 20, 2018

Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

Show full opinionHide full opinion

Likes it. Largest of the renewable energy utilities yieldcos in Canada. Because it has the backing of BAM.T it’s a bit of a safer place, especially if you’re worried about short-term political risk. Own tremendous amount of hydro, solar, wind power. Own two thermal plants that burn nat gas, so not completely fossil free. More of a dividend play. Potential for growth as assets continue to appreciate. Excited about ability to play globally. Comfortable owning for long term.

BUY
BUY
July 20, 2018

Great play, 100% renewable energy. Likes it. Ability to grow as well as generate a nice yield. Few places to get this nice of a dividend without taking on carbon risk. Bit more of a growth play. Yield of 5%.

Show full opinionHide full opinion

Great play, 100% renewable energy. Likes it. Ability to grow as well as generate a nice yield. Few places to get this nice of a dividend without taking on carbon risk. Bit more of a growth play. Yield of 5%.

Tim Nash

Unlock Ratings

Price
$13.630
Owned
Unknown
BUY
BUY
July 20, 2018

Competitive advantage over traditional cannabis? Likes it, versus a lot of the growers. Concern about the sector is that it will become a commodity, and then lowest price wins. A lot of consumers will care about the supply chain in terms of emissions, labour standards, environmental and social issues. People will pay for certified organic.

Show full opinionHide full opinion

Competitive advantage over traditional cannabis? Likes it, versus a lot of the growers. Concern about the sector is that it will become a commodity, and then lowest price wins. A lot of consumers will care about the supply chain in terms of emissions, labour standards, environmental and social issues. People will pay for certified organic.

Tim Nash

Unlock Ratings

Price
$5.790
Owned
Unknown
WEAK BUY
WEAK BUY
July 20, 2018

Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

Show full opinionHide full opinion

Biggest name in North American market. Got nailed twice. First, during the crash. Then, because China went big into the solar panel market, at subsidized prices. There will be growth in sales, but price of solar panels will drop dramatically. If you’re willing to ride it out for the long term, this can do very well. But you’ll have to be patient. Potential for dramatic technological change in this area. Be a little bit cautious about the technology risk.

BUY
BUY
July 20, 2018

Growth potential for next 5 years? Huge opportunity in the water space. Water technologies, safe food, abundant energy. Opportunity to grow tremendously. Counting on two things: 1) companies continuing to care about providing safest and cleanest products, and 2) government regulation. Bit concerning looking to the US moving backwards with Trump. Yet stock has continued to do quite well. Likes this company’s innovative products. For a pure play in the growing green economy, this name is fantastic.

Show full opinionHide full opinion
Ecolab Inc. (ECL-N)
July 20, 2018

Growth potential for next 5 years? Huge opportunity in the water space. Water technologies, safe food, abundant energy. Opportunity to grow tremendously. Counting on two things: 1) companies continuing to care about providing safest and cleanest products, and 2) government regulation. Bit concerning looking to the US moving backwards with Trump. Yet stock has continued to do quite well. Likes this company’s innovative products. For a pure play in the growing green economy, this name is fantastic.

Tim Nash

Unlock Ratings

Price
$140.910
Owned
Unknown