Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 26, 2018

The company just purchased Enercare – another holding he had doubled his holding in.  This company represent regulated cash flow, good dividend growth and yield with good long term assets.  Yield 5%.  (Analysts’ price target is $59.38)

The company just purchased Enercare – another holding he had doubled his holding in.  This company represent regulated cash flow, good dividend growth and yield with good long term assets.  Yield 5%.  (Analysts’ price target is $59.38)

Ryan Bushell
President, Newhaven Asset Management
Price
$51.610
Owned
Yes
TOP PICK
TOP PICK
September 26, 2018

He expects heavy oil differentials will normalize soon. This company is building a free cash flow machine as costs are falling and revenue is increasing. Yield 3.1%. (Analysts’ price target is 57.34)

Canadian Natural Rsrcs(CNQ-T)
September 26, 2018

He expects heavy oil differentials will normalize soon. This company is building a free cash flow machine as costs are falling and revenue is increasing. Yield 3.1%. (Analysts’ price target is 57.34)

Ryan Bushell
President, Newhaven Asset Management
Price
$42.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2018

(A Top Pick October 3/17 Up 1%)  He did sell this back in late-May when it became apparent a refinery shutdown was going to cause differentials to blow out in the fall.  Still a good company, but having cut the dividend to less than 2%, there are better options now.  

Cenovus Energy(CVE-T)
September 26, 2018

(A Top Pick October 3/17 Up 1%)  He did sell this back in late-May when it became apparent a refinery shutdown was going to cause differentials to blow out in the fall.  Still a good company, but having cut the dividend to less than 2%, there are better options now.  

Ryan Bushell
President, Newhaven Asset Management
Price
$12.010
Owned
No
PAST TOP PICK
PAST TOP PICK
September 26, 2018

(A Top Pick October 3/17 Up 0.4%) There was a nice rally from the mid-$70 level earlier this month.  Still good value and he continues to be a buyer.  Yield 4.4%

Bank of Nova Scotia(BNS-T)
September 26, 2018

(A Top Pick October 3/17 Up 0.4%) There was a nice rally from the mid-$70 level earlier this month.  Still good value and he continues to be a buyer.  Yield 4.4%

Ryan Bushell
President, Newhaven Asset Management
Price
$77.580
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2018

(A Top Pick October 3/17 Down 22%) It is a long term game, he thinks. He does not mind holding it while receiving a good dividend. He still has it as a Top Pick. Yield 11%

Altagas Ltd(ALA-T)
September 26, 2018

(A Top Pick October 3/17 Down 22%) It is a long term game, he thinks. He does not mind holding it while receiving a good dividend. He still has it as a Top Pick. Yield 11%

Ryan Bushell
President, Newhaven Asset Management
Price
$20.730
Owned
Yes
COMMENT
COMMENT
September 26, 2018

It was on an uptrend, but is moving into consolidation. Support is in the mid-$50's and resistance at $70. Buy and sell within that range and don't get married to the stock. Be nimble.

CCL Industries (B)(CCL.B-T)
September 26, 2018

It was on an uptrend, but is moving into consolidation. Support is in the mid-$50's and resistance at $70. Buy and sell within that range and don't get married to the stock. Be nimble.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$58.890
Owned
Unknown
DON'T BUY
DON'T BUY
September 26, 2018

Serious uptrend since 2017. It may be getting a little ahead of itself, way above all moving-day averages. This is way above 10% those moving averages, which means it will pull back--it is overbought now. 10% above MA is his benchmark.

Square Inc(SQ-N)
September 26, 2018

Serious uptrend since 2017. It may be getting a little ahead of itself, way above all moving-day averages. This is way above 10% those moving averages, which means it will pull back--it is overbought now. 10% above MA is his benchmark.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$94.650
Owned
Unknown