Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 1, 2019
Alternative mortgage companies have been under pressure lately. Longer term, FN-T has done a good job and is a well-managed company. Management owns a large stake too. Eventually he thinks it could become attractive to other players and could be an acquisition target. It has been a consistent dividend grower. Yield 5.9%
Alternative mortgage companies have been under pressure lately. Longer term, FN-T has done a good job and is a well-managed company. Management owns a large stake too. Eventually he thinks it could become attractive to other players and could be an acquisition target. It has been a consistent dividend grower. Yield 5.9%
Michael Sprung
President, Sprung Investment Management
Price
$30.320
Owned
Unknown
WEAK BUY
WEAK BUY
May 1, 2019
It has not had a great year. He sold half the position at $50. It is very competitive in a consolidating industry. Under $30 he was thinking a adding to his holding. Longer term, this could be a buy today. Recent deliveries have been below expectations, but this can change quarter-to-quarter. The coach side may becoming more competitive, but they still do well in the US markets. One of the better industrial companies in Canada.
It has not had a great year. He sold half the position at $50. It is very competitive in a consolidating industry. Under $30 he was thinking a adding to his holding. Longer term, this could be a buy today. Recent deliveries have been below expectations, but this can change quarter-to-quarter. The coach side may becoming more competitive, but they still do well in the US markets. One of the better industrial companies in Canada.
Michael Sprung
President, Sprung Investment Management
Price
$33.270
Owned
Yes
WEAK BUY
WEAK BUY
May 1, 2019
The valuation has become fairly compelling. It is at half book value, but they have had issues in the tissue segment. He has seen some of their competitors beat expectations so he is hopeful they will have positive news as well.
The valuation has become fairly compelling. It is at half book value, but they have had issues in the tissue segment. He has seen some of their competitors beat expectations so he is hopeful they will have positive news as well.
Michael Sprung
President, Sprung Investment Management
Price
$8.440
Owned
No
TOP PICK
TOP PICK
May 1, 2019
Their advantage is their scale for mass-market banking. They have been investing heavily in technology and new channels of distribution. A cautious holding to have. Yield 3.83% (Analysts’ price target is $109.26)
Royal Bank (RY-T)
May 1, 2019
Their advantage is their scale for mass-market banking. They have been investing heavily in technology and new channels of distribution. A cautious holding to have. Yield 3.83% (Analysts’ price target is $109.26)
Michael Sprung
President, Sprung Investment Management
Price
$106.450
Owned
Yes
TOP PICK
TOP PICK
May 1, 2019
They have become a north American company. Management has become astute on reading political winds and moving into the Permian and Eagleford along with strong holdings in the Duvernay back home. Tremendous value over the longer term. Yield 1.1% (Analysts’ price target is $13.71)
They have become a north American company. Management has become astute on reading political winds and moving into the Permian and Eagleford along with strong holdings in the Duvernay back home. Tremendous value over the longer term. Yield 1.1% (Analysts’ price target is $13.71)
Michael Sprung
President, Sprung Investment Management
Price
$8.990
Owned
Unknown
TOP PICK
TOP PICK
May 1, 2019
An unhappy investor is making things challenging in a proxy fight. Production increases will be coming over the next few years. It has been selling at a significant discount to its peers. He thinks management will win the fight. Yield 0.23%. (Analysts’ price target is $11.70)
An unhappy investor is making things challenging in a proxy fight. Production increases will be coming over the next few years. It has been selling at a significant discount to its peers. He thinks management will win the fight. Yield 0.23%. (Analysts’ price target is $11.70)
Michael Sprung
President, Sprung Investment Management
Price
$8.660
Owned
Yes
WATCH
WATCH
May 1, 2019
He has owned it in the past. He's waiting for some orders for them to ramp up their revenue and show mass adaptation of their technology.
He has owned it in the past. He's waiting for some orders for them to ramp up their revenue and show mass adaptation of their technology.
Bruce Campbell (2)
President & Portfolio Manager, Stone Castle Investment Management Inc.
Price
$0.000
Owned
No