Latest Expert Opinions

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Opinion
Expert
HOLD
HOLD
August 3, 2018

The stock has been really weak and there has been no news to justify it. They raised the distribution in January and the payout ratio is still okay. It looks like sellers are selling only because it is down. He believes management and thinks it is okay – although does not like buying into negative momentum on price. Yield 13%.

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The stock has been really weak and there has been no news to justify it. They raised the distribution in January and the payout ratio is still okay. It looks like sellers are selling only because it is down. He believes management and thinks it is okay – although does not like buying into negative momentum on price. Yield 13%.

COMMENT
COMMENT
August 3, 2018

Should I roll my ENF-T into ENB-T? The acquisition by Enbridge Inc makes good sense as it will simplify the structure of the company. With Enbridge committing to increase dividend in the years ahead, he sees no reason why you would not roll this over into ENB-T shares tax free.

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Should I roll my ENF-T into ENB-T? The acquisition by Enbridge Inc makes good sense as it will simplify the structure of the company. With Enbridge committing to increase dividend in the years ahead, he sees no reason why you would not roll this over into ENB-T shares tax free.

HOLD
HOLD
August 3, 2018

This is a company you do not have to worry about. They have done great acquisitions and management is excellent. You can continue to own it forever.

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This is a company you do not have to worry about. They have done great acquisitions and management is excellent. You can continue to own it forever.

WEAK BUY
WEAK BUY
August 3, 2018

There are some US competitors who recently reported poor earnings. The mattress-in-a-box is a real threat to the industry. The recent earnings report showed same store sales growth of only 4.4%, from over 7% previously. He thinks there is an opportunity right now and would begin to step in as a buyer.

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There are some US competitors who recently reported poor earnings. The mattress-in-a-box is a real threat to the industry. The recent earnings report showed same store sales growth of only 4.4%, from over 7% previously. He thinks there is an opportunity right now and would begin to step in as a buyer.

HOLD
HOLD
August 3, 2018

The company is in transition to get away from taking on direct interest rate risk. He really likes the valuation and it trades below book value. They need to do another acquisition, report faster revenue growth or increase the dividend to really get things going – and he thinks one of those will happen this year.

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ECN Capital (ECN-T)
August 3, 2018

The company is in transition to get away from taking on direct interest rate risk. He really likes the valuation and it trades below book value. They need to do another acquisition, report faster revenue growth or increase the dividend to really get things going – and he thinks one of those will happen this year.

BUY
BUY
August 3, 2018

They reported a strong quarter recently and the stock surged 20%. It is well managed with good growth opportunity. The longer term growth opportunity remains good.

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They reported a strong quarter recently and the stock surged 20%. It is well managed with good growth opportunity. The longer term growth opportunity remains good.

TOP PICK
TOP PICK
August 3, 2018

This company makes wound dressings for medical devices and just won a $100 million contract overseas. Earnings growth is going to massively accelerate with the new contract. He wants to see them get another contract and they have good potential for growth in Europe. Yield 0%.

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This company makes wound dressings for medical devices and just won a $100 million contract overseas. Earnings growth is going to massively accelerate with the new contract. He wants to see them get another contract and they have good potential for growth in Europe. Yield 0%.