Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 18, 2019
He is having a hard time with these companies. We are getting signs of stabilization in the economy. He would hope to buy it lower than it is today. Try to get it at $35. (Analysts’ price target is $53.00)
He is having a hard time with these companies. We are getting signs of stabilization in the economy. He would hope to buy it lower than it is today. Try to get it at $35. (Analysts’ price target is $53.00)
Ryan Bushell
President, Newhaven Asset Management
Price
$42.930
Owned
Yes
COMMENT
COMMENT
November 18, 2019
One of the largest gold miners in the world. They are able to do deals when the gold price is high and have trouble with the gold price is low.
Barrick Gold (ABX-T)
November 18, 2019
One of the largest gold miners in the world. They are able to do deals when the gold price is high and have trouble with the gold price is low.
Ryan Bushell
President, Newhaven Asset Management
Price
$21.910
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 18, 2019
Last year was a disaster for them. A US acquisition turned out not good and management was fired. This stock had a big run-up last week after results were released. Management is turning this company around. It is still undervalued. Average down at $10-$10.50 range. (Analysts’ price target is $23.63)
AutoCanada Inc. (ACQ-T)
November 18, 2019
Last year was a disaster for them. A US acquisition turned out not good and management was fired. This stock had a big run-up last week after results were released. Management is turning this company around. It is still undervalued. Average down at $10-$10.50 range. (Analysts’ price target is $23.63)
Ryan Bushell
President, Newhaven Asset Management
Price
$12.730
Owned
Yes
SELL
SELL
November 18, 2019
He just sold because it was at the highest valuation of the insurers. He wanted to raise some cash for clients. It is a good company but he has moved to MFC-T
He just sold because it was at the highest valuation of the insurers. He wanted to raise some cash for clients. It is a good company but he has moved to MFC-T
Ryan Bushell
President, Newhaven Asset Management
Price
$61.220
Owned
No
HOLD
HOLD
November 18, 2019
The management team has done a great job and maintained their dividend. Now their dividend is being called into question like never before. They can pay it at these levels. Even if they cut the dividend, they have strong assets across the globe and the dividend would still be good.
The management team has done a great job and maintained their dividend. Now their dividend is being called into question like never before. They can pay it at these levels. Even if they cut the dividend, they have strong assets across the globe and the dividend would still be good.
Ryan Bushell
President, Newhaven Asset Management
Price
$19.530
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 18, 2019
(A Top Pick Jan 15/19, Up 14%) It has under-performed his expectations. He still likes it.
Toronto Dominion (TD-T)
November 18, 2019
(A Top Pick Jan 15/19, Up 14%) It has under-performed his expectations. He still likes it.
Ryan Bushell
President, Newhaven Asset Management
Price
$76.720
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 18, 2019
(A Top Pick Jan 15/19, Up 30%) He is not building more on it at these levels. You have a new management team who are quietly cleaning up the problems of the previous management. They are also doing some things to push the business forward on a long term basis. It's about time people started to own it.
Manulife Financial (MFC-T)
November 18, 2019
(A Top Pick Jan 15/19, Up 30%) He is not building more on it at these levels. You have a new management team who are quietly cleaning up the problems of the previous management. They are also doing some things to push the business forward on a long term basis. It's about time people started to own it.
Ryan Bushell
President, Newhaven Asset Management
Price
$26.310
Owned
Yes