Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 27, 2019
For a second time this year the dividend has been cut. He does not own it today. He wants to see sustainability of production before getting back in. They have lost the confidence of the investor base. Without the dividend or credibility from management there is no reason to hold this.
For a second time this year the dividend has been cut. He does not own it today. He wants to see sustainability of production before getting back in. They have lost the confidence of the investor base. Without the dividend or credibility from management there is no reason to hold this.
Ryan Bushell
President, Newhaven Asset Management
Price
$4.300
Owned
No
COMMENT
COMMENT
February 27, 2019
He doesn't focus too closely on the analysts downgrades. The return provided by banks is half what they were a decade ago. The banks are trading 10 times earnings with dividends of 3-4% yields. He is still positive on them.
Bank of Nova Scotia(BNS-T)
February 27, 2019
He doesn't focus too closely on the analysts downgrades. The return provided by banks is half what they were a decade ago. The banks are trading 10 times earnings with dividends of 3-4% yields. He is still positive on them.
Ryan Bushell
President, Newhaven Asset Management
Price
$72.720
Owned
Unknown
DON'T BUY
DON'T BUY
February 27, 2019
He thinks this is a speculative space. It is way too soon to know who are the winners. There is not a real cash flow in the sector yet. He looks for sustainable total return with a minimum of risk. This is too soon to be investing here.
Canopy Growth Corp.(WEED-T)
February 27, 2019
He thinks this is a speculative space. It is way too soon to know who are the winners. There is not a real cash flow in the sector yet. He looks for sustainable total return with a minimum of risk. This is too soon to be investing here.
Ryan Bushell
President, Newhaven Asset Management
Price
$60.170
Owned
No
WATCH
WATCH
February 27, 2019
It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
Inter Pipeline(IPL-T)
February 27, 2019
It has not yet participated in the recovery this year. Backed up volumes in Canada may be hurting their operations. The first polypropylene venture is a little risky. He thinks the yield is well covered. He is watching it, but does not own it yet. Yield 8.1% (Analysts’ price target is $25.00)
Ryan Bushell
President, Newhaven Asset Management
Price
$21.160
Owned
No
DON'T BUY
DON'T BUY
February 27, 2019
They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures.
They have done well over a long time period. He thinks it may be over valued right now. Without a sizable dividend, he is staying away. With a marketcap of $23 billion, they need to take on bigger and bigger ventures.
Ryan Bushell
President, Newhaven Asset Management
Price
$1114.800
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 27, 2019
A pretty stable business and the packaging business looks good. He is watching it, but has not yet pulled the trigger. He is looking to buy it on a pullback.
A pretty stable business and the packaging business looks good. He is watching it, but has not yet pulled the trigger. He is looking to buy it on a pullback.
Ryan Bushell
President, Newhaven Asset Management
Price
$18.590
Owned
No
BUY
BUY
February 27, 2019
One of his favorite holdings. It has increased the dividend for over 40 consecutive years. You want to own this forever.
Fortis Inc.(FTS-T)
February 27, 2019
One of his favorite holdings. It has increased the dividend for over 40 consecutive years. You want to own this forever.
Ryan Bushell
President, Newhaven Asset Management
Price
$47.140
Owned
Yes