Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 17, 2019
A mid-cap producer. They reduced their capital budget yesterday as a reflection on prices. He'd like to see them reduce their debt even more.
Show full opinionHide full opinion
Surge Energy Inc (SGY-T)
January 17, 2019
A mid-cap producer. They reduced their capital budget yesterday as a reflection on prices. He'd like to see them reduce their debt even more.
DON'T BUY
DON'T BUY
January 17, 2019
Involved in a duopoly in Canada. They bought a maple syrup company and debt levels went up. Sugar in Canada is a slow growth business and he is concerned about their payout ratio.
Show full opinionHide full opinion
Rogers Sugar Inc (RSI-T)
January 17, 2019
Involved in a duopoly in Canada. They bought a maple syrup company and debt levels went up. Sugar in Canada is a slow growth business and he is concerned about their payout ratio.
BUY
BUY
January 17, 2019
This would be a good entry point. They process natural gas, taking out hydrogen, water and methane. They have US operations and storage facilities. They have a conservative balance sheet and a history of raising their dividend. It is well run.
Show full opinionHide full opinion
Keyera Corp (KEY-T)
January 17, 2019
This would be a good entry point. They process natural gas, taking out hydrogen, water and methane. They have US operations and storage facilities. They have a conservative balance sheet and a history of raising their dividend. It is well run.
WEAK BUY
WEAK BUY
January 17, 2019
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Show full opinionHide full opinion
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
BUY
BUY
January 17, 2019
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
Show full opinionHide full opinion
Railroads. CNR-T vs. CP-T. Railroads are a great industry. A duopoly in Canada. CP-T is the more profitable operator and he favours it.
COMMENT
COMMENT
January 17, 2019
A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
Show full opinionHide full opinion
Norbord Inc (OSB-T)
January 17, 2019
A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
BUY
BUY
January 17, 2019
Yesterday they released sales figures and they were not as robust as some were expecting. He is kicking the tires hard on it now.
Show full opinionHide full opinion
Yesterday they released sales figures and they were not as robust as some were expecting. He is kicking the tires hard on it now.