Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 18, 2019
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
Nutrien Ltd. (NTR-T)
November 18, 2019
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
Ryan Bushell
President, Newhaven Asset Management
Price
$65.330
Owned
Yes
BUY
BUY
November 18, 2019
It is a great time to be in a royalty company. This is one of the 4 oil and gas holdings he has. This company is pretty sleepy. They recently have been taking on debt, which they don't usually do. They are finding small deals to do because producers are struggling. He likes it and thinks it is well run.
Freehold Royalties (FRU-T)
November 18, 2019
It is a great time to be in a royalty company. This is one of the 4 oil and gas holdings he has. This company is pretty sleepy. They recently have been taking on debt, which they don't usually do. They are finding small deals to do because producers are struggling. He likes it and thinks it is well run.
Ryan Bushell
President, Newhaven Asset Management
Price
$6.830
Owned
Yes
BUY
BUY
November 18, 2019
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
Arc Resources Ltd (ARX-T)
November 18, 2019
Great dividend. The management team is excellent. They have a huge undeveloped land position. They own a lot of infrastructure themselves. They will be increasing egress capacity. There are a lot of positives in this company but nobody wants to own oil and gas companies. This would be his number one choice for an oil and gas company.
Ryan Bushell
President, Newhaven Asset Management
Price
$6.520
Owned
Yes
SELL STRENGTH
SELL STRENGTH
November 18, 2019
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
Ryan Bushell
President, Newhaven Asset Management
Price
$156.500
Owned
Yes
SELL STRENGTH
SELL STRENGTH
November 18, 2019
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
There is only so much they can do with their retail model. He has been waiting to lighten up for his clients that have this. You are looking at continuing tough competition.
Ryan Bushell
President, Newhaven Asset Management
Price
$204.000
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 18, 2019
It had a big move recently. A surprise in the most recent quarter pushed the stock price up. He would hope for a stumble to get the stock price into a buying range again. (Analysts’ price target is $55.00)
Enbridge (ENB-T)
November 18, 2019
It had a big move recently. A surprise in the most recent quarter pushed the stock price up. He would hope for a stumble to get the stock price into a buying range again. (Analysts’ price target is $55.00)
Ryan Bushell
President, Newhaven Asset Management
Price
$50.510
Owned
Yes
SELL
SELL
November 18, 2019
He prefers ALA-T to this one at these levels. Nothing is going to move this one materially higher in the next while.
Transalta Corp (TA-T)
November 18, 2019
He prefers ALA-T to this one at these levels. Nothing is going to move this one materially higher in the next while.
Ryan Bushell
President, Newhaven Asset Management
Price
$8.910
Owned
No