Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 23, 2018

It has pulled back. They run the regional flights for Air Canada. The interesting part is that they are starting a leasing business. They pass through all their fuel cost to Air Canada, so they don’t get impacted by the raising price of oil. Yield of 7.1%. They have great franchises.

It has pulled back. They run the regional flights for Air Canada. The interesting part is that they are starting a leasing business. They pass through all their fuel cost to Air Canada, so they don’t get impacted by the raising price of oil. Yield of 7.1%. They have great franchises.

Andrew Pink
Portfolio Manager, LDIC
Price
$6.750
Owned
Yes
TOP PICK
TOP PICK
October 23, 2018

They generate 80% of their revenues from their US operations. They are not affected by the Canadian oil price gap. A solid business. Very well run.

Enerplus Corp (ERF-T)
October 23, 2018

They generate 80% of their revenues from their US operations. They are not affected by the Canadian oil price gap. A solid business. Very well run.

Andrew Pink
Portfolio Manager, LDIC
Price
$13.080
Owned
Yes
TOP PICK
TOP PICK
October 23, 2018

They own the entire supply chain. They are making money on the crack spread buying cheap crude and putting in their refineries and distributing through their network. Yield of 2.7%.

Parkland Fuel Corp (PKI-T)
October 23, 2018

They own the entire supply chain. They are making money on the crack spread buying cheap crude and putting in their refineries and distributing through their network. Yield of 2.7%.

Andrew Pink
Portfolio Manager, LDIC
Price
$43.850
Owned
Yes