Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
November 28, 2018
This company has gone through a lot of changes. A good business, but trades at very expensive multiples. He would diversify into something more reasonably priced.
This company has gone through a lot of changes. A good business, but trades at very expensive multiples. He would diversify into something more reasonably priced.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$66.460
Owned
No
DON'T BUY
DON'T BUY
November 28, 2018
They did a recent transaction to add to their US business. Management tried to right size the ship, but their long term return on capital is not as good as others. He would not call it the highest quality in the space.
Encana Corp (ECA-T)
November 28, 2018
They did a recent transaction to add to their US business. Management tried to right size the ship, but their long term return on capital is not as good as others. He would not call it the highest quality in the space.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$9.150
Owned
No
HOLD
HOLD
November 28, 2018
He likes this and thinks they have great assets in South America and are not exposed to the Canadian differential market. A high quality name.
He likes this and thinks they have great assets in South America and are not exposed to the Canadian differential market. A high quality name.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$16.430
Owned
No
WATCH
WATCH
November 28, 2018
He has owned Franco-Nevada historically instead. This is getting back to more attractive multiples and would be a good investment if you believed commodity prices were going higher.
He has owned Franco-Nevada historically instead. This is getting back to more attractive multiples and would be a good investment if you believed commodity prices were going higher.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$20.960
Owned
No
TOP PICK
TOP PICK
November 28, 2018
A great way for Canadians to get exposure in the US sector. They continue to make good acquisition in the US. It trades very close to net asset value. Yield 6%. (Analysts’ price target is $15.01)
A great way for Canadians to get exposure in the US sector. They continue to make good acquisition in the US. It trades very close to net asset value. Yield 6%. (Analysts’ price target is $15.01)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$12.700
Owned
Yes
TOP PICK
TOP PICK
November 28, 2018
Their investor day yesterday was impressive. They are very well diversified into European assets and Brent pricing. Yield 8.5%. (Analysts’ price target is $51.29)
Their investor day yesterday was impressive. They are very well diversified into European assets and Brent pricing. Yield 8.5%. (Analysts’ price target is $51.29)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$32.850
Owned
Yes
TOP PICK
TOP PICK
November 28, 2018
A well-run company and a top quality asset management company. They have made acquisitions all over the world. They are in the business and industrial services spaces. Yield 0.7%. (Analysts’ price target is $64.92)
A well-run company and a top quality asset management company. They have made acquisitions all over the world. They are in the business and industrial services spaces. Yield 0.7%. (Analysts’ price target is $64.92)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$47.080
Owned
Yes