Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
October 10, 2019
How does it change a stock when it leaves the TSX? It is just a market cap thing. It has nothing to do with the value of the company. They benefit from LNG. Tax loss selling will attach this one but be will be a buyer.
How does it change a stock when it leaves the TSX? It is just a market cap thing. It has nothing to do with the value of the company. They benefit from LNG. Tax loss selling will attach this one but be will be a buyer.
Josef Schachter
President, Schachter Asset Management
Price
$1.950
Owned
Unknown
WATCH
WATCH
October 10, 2019
They are a liquids producer. The problem he sees is their high decline rates. They have a high replacement requirement. He is watching it but it is not a name he is covering right now.
They are a liquids producer. The problem he sees is their high decline rates. They have a high replacement requirement. He is watching it but it is not a name he is covering right now.
Josef Schachter
President, Schachter Asset Management
Price
$7.660
Owned
Unknown
BUY
BUY
October 10, 2019
They need more pipeline capacity to grow. Debt has come down. They will have a massive ability to increase the dividend.
Suncor Energy Inc (SU-T)
October 10, 2019
They need more pipeline capacity to grow. Debt has come down. They will have a massive ability to increase the dividend.
Josef Schachter
President, Schachter Asset Management
Price
$39.200
Owned
Unknown
TOP PICK
TOP PICK
October 10, 2019
A natural gas producer that will benefit from LNG. It is trading at less than 1 times cash flow. Management are significant owners of the stock and have been buying more shares. His target is $1.80. (Analysts’ price target is $1.28)
Crew Energy Inc. (CR-T)
October 10, 2019
A natural gas producer that will benefit from LNG. It is trading at less than 1 times cash flow. Management are significant owners of the stock and have been buying more shares. His target is $1.80. (Analysts’ price target is $1.28)
Josef Schachter
President, Schachter Asset Management
Price
$0.600
Owned
Unknown
TOP PICK
TOP PICK
October 10, 2019
100% Colombian oil. There is tax loss selling potential on this one. They had a production hiccup in Q2. He has a one year target of $5.50. It could be a tax loss selling target. Management has a strong interest in the company. It is a really cheap stock. Buy during tax loss selling season. (Analysts’ price target is $3.60)
Gran Tierra Energy (GTE-A)
October 10, 2019
100% Colombian oil. There is tax loss selling potential on this one. They had a production hiccup in Q2. He has a one year target of $5.50. It could be a tax loss selling target. Management has a strong interest in the company. It is a really cheap stock. Buy during tax loss selling season. (Analysts’ price target is $3.60)
Josef Schachter
President, Schachter Asset Management
Price
$1.130
Owned
No
TOP PICK
TOP PICK
October 10, 2019
The biggest gas producer in Canada. 19% liquids. 4.5% yield. They are paying down debt from cash flow. (Analysts’ price target is $22.13)
The biggest gas producer in Canada. 19% liquids. 4.5% yield. They are paying down debt from cash flow. (Analysts’ price target is $22.13)
Josef Schachter
President, Schachter Asset Management
Price
$10.720
Owned
No
SELL
SELL
October 10, 2019
Wouldn't buy or hold it. Would be a seller. Steel prices are in freefall with no relief in sight. Stock is not cheap, despite the downward slope of the chart. Macro environment not good, global growth slowing.
Wouldn't buy or hold it. Would be a seller. Steel prices are in freefall with no relief in sight. Stock is not cheap, despite the downward slope of the chart. Macro environment not good, global growth slowing.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$9.400
Owned
No