Latest Expert Opinions

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COMMENT
COMMENT
May 15, 2019

AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.

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AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.

COMMENT
COMMENT
May 15, 2019

AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.

Show full opinionHide full opinion

AQN vs NPI Both companies have similar yields -- around 4.9%. He owns both. AQN-T is more US focused. NPI-T is more international. The dividend with AQN-T is paid in US dollars.

COMMENT
COMMENT
May 15, 2019

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

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CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

COMMENT
COMMENT
May 15, 2019

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

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CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

HOLD
HOLD
May 15, 2019
He thinks $62 WTI may be pretty balanced here. Whitecap raised their dividend. He thinks they have run a tight ship and they are generating good cash flow.
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He thinks $62 WTI may be pretty balanced here. Whitecap raised their dividend. He thinks they have run a tight ship and they are generating good cash flow.
DON'T BUY
DON'T BUY
May 15, 2019
CPG-T has gone through a rough spell. Despite higher oil prices, they have not recovered to the same degree. He blames their last acquisition as it forced them to cut the dividend. They are no longer the glamour stock. They have to "show me" before he gets back in. He would pursue the bigger more liquid names first.
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CPG-T has gone through a rough spell. Despite higher oil prices, they have not recovered to the same degree. He blames their last acquisition as it forced them to cut the dividend. They are no longer the glamour stock. They have to "show me" before he gets back in. He would pursue the bigger more liquid names first.
BUY
BUY
May 15, 2019
They are trying to rebalance following the Washington asset acquisition. No one liked the cut in dividend, but it was prudent. The stock has bounced and the yield is around 5%. He thinks the market is not valuing it fully. They are selling assets at good prices and Washington Power had a great earnings quarter. The propane export terminal in Vancouver is a huge investment that is starting to pay off.
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Altagas Ltd (ALA-T)
May 15, 2019
They are trying to rebalance following the Washington asset acquisition. No one liked the cut in dividend, but it was prudent. The stock has bounced and the yield is around 5%. He thinks the market is not valuing it fully. They are selling assets at good prices and Washington Power had a great earnings quarter. The propane export terminal in Vancouver is a huge investment that is starting to pay off.