Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 16, 2019
Never owned it. They are all over the place in terms of sectors. They are good Managers. With interest rates being down the stock came up. Conservative. 70% pay out ratio. He hasn't looked at it closely as they are widely diversified.
Never owned it. They are all over the place in terms of sectors. They are good Managers. With interest rates being down the stock came up. Conservative. 70% pay out ratio. He hasn't looked at it closely as they are widely diversified.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$23.410
Owned
No
COMMENT
COMMENT
May 16, 2019
Came with great numbers last quarter. They have mid-stream and front stores. They are great acquisition machine. They never bought based on valuation. market cap is around 600 Mill. Great company.
Came with great numbers last quarter. They have mid-stream and front stores. They are great acquisition machine. They never bought based on valuation. market cap is around 600 Mill. Great company.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$40.300
Owned
No
VAGUE
VAGUE
May 16, 2019
Fantastic ride. He likes it. They execute well. He never owned it based on valuations. They do well renovating. They are doing well in the Netherlands and doing very well there. When you miss a boat you get to be shy about it.
Fantastic ride. He likes it. They execute well. He never owned it based on valuations. They do well renovating. They are doing well in the Netherlands and doing very well there. When you miss a boat you get to be shy about it.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$49.420
Owned
No
HOLD
HOLD
May 16, 2019
Preferreds are a hold or sell? The preferreds have been terrible performers as the resets are lower because interest rates have been lower. He doesn't like resets but they are doing OK now. Manulife got good results.
Preferreds are a hold or sell? The preferreds have been terrible performers as the resets are lower because interest rates have been lower. He doesn't like resets but they are doing OK now. Manulife got good results.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$23.640
Owned
Unknown
DON'T BUY
DON'T BUY
May 16, 2019
Not a fan of the Management. They are focused in Alberta. He doesn't like office also. He prefers industrial.
Not a fan of the Management. They are focused in Alberta. He doesn't like office also. He prefers industrial.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$23.680
Owned
No
TOP PICK
TOP PICK
May 16, 2019
It has under performed. They made this transformational construction of this $3.3 billion petrochemical complex. There was a reverse of the pipeline of propane as they need it from the US to make plastic. He thinks it is incredible cheap and will show results in six months. Yield is 8.2% with a 75% payout ratio. Potential for a take out. (Analysts’ price target is $24.33)
It has under performed. They made this transformational construction of this $3.3 billion petrochemical complex. There was a reverse of the pipeline of propane as they need it from the US to make plastic. He thinks it is incredible cheap and will show results in six months. Yield is 8.2% with a 75% payout ratio. Potential for a take out. (Analysts’ price target is $24.33)
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$20.930
Owned
Yes
TOP PICK
TOP PICK
May 16, 2019
Great Managers. All about intensification at the city level. Fantastic assets with growth profile. (Analysts’ price target is $23.75)
Great Managers. All about intensification at the city level. Fantastic assets with growth profile. (Analysts’ price target is $23.75)
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$21.200
Owned
Yes