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Compiling comments that experts make about stocks while on public TV.

Superior Plus Corp Stock Symbol: SPB-T

Last Price Recorded: $11.8400 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-07 BUY Michael Simpson, CFA

The largest propane distributor in Canada.  They sold their construction division.  He likes this company and if it is a colder winter it will do even better.  It is a well run company. 


Price:
$12.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-23 WEAK BUY Douglas Kee

It has come off, like the others.  It could do better as the year goes on.


Price:
$11.370
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
No
2017-07-28 COMMENT Greg Newman

They just had a solid quarter in all segments, and upped their guidance a percent higher than the midpoint for 2016. He is modelling cash flow growth at 11% from 2016 to 2018, compounded annually. 61% payout ratio of cash flow. The generous dividend of 6% looks safe. Their balance sheet might be a little more levered than he would like. This is probably an opportunity.


Price:
$11.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-06-28 COMMENT Jason Mann

Has a very small position in this. Great yield of 6%. The balance sheet is not a problem. Valuation is fine at 10X EBITDA. Missed on a recent quarter which is why the price momentum has rolled off. Probably not a terrible stock to own here.


Price:
$11.520
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-20 COMMENT Michael Simpson, CFA

Has a propane division as well as heating oil in the US, as well as some chemicals. Sold their US construction distribution business, and the balance sheet is better because of that. With a colder weather in Western Canada, he expects them to have good results. Also, expects them to raise their dividend over time. Dividend yield of 5.7%.


Price:
$12.520
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-07-27 HOLD Bruce Campbell (2)

(Market Call Minute.) Wouldn’t chase this one too much.


Price:
$11.390
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-06-17 BUY Greg Newman

50% energy services, 35% chemical and 16% building. He likes the company. It has a 71% payout ratio, so the dividend should be pretty safe. They are trying to acquire Canexus (CUS-T) which would make them a more formidable player in the chemical space. Trading in line with its peers, but is a lot cheaper than its energy services peers. Have done a really good job of cost-cutting.


Price:
$10.700
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2016-06-15 BUY on WEAKNESS Bruce Campbell (1)

Acquiring all of Canexus (CUS-T) assets. The deal has been stretching out forever. There are cost synergies. Anything uncertain casts a pall over stocks for a while. The decision has been delayed until June 29, and they are either going to get approval or divest one of their existing plants. Also, propane prices are a little better and should perk up some. Not a bad Buy under $11.


Price:
$11.050
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2016-05-31 COMMENT Steve DiGregorio

3 different businesses. 1) Propane distribution, mainly out of the US, 2) chemicals and 3) a construction products division. The construction products division has done very well and he thinks they will eventually divest this. Propane distribution is very steady. Chemicals can be up and down depending on what happens in the oil/gas markets. The only thing you have to worry about is whether they will be successful or not in acquiring Canexus (CUS-T). A good place to be and doesn’t think you will get too much interest rate sensitivity on this.


Price:
$10.980
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
No
2016-05-20 DON'T BUY Jaime Carrasco

(Market Call Minute.) Not his top pick, and he would be adding into other areas instead.


Price:
$11.030
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
No
2016-05-10 COMMENT Bill Harris, CFA

Had probably been the single best company in Canada 15 years ago in terms of monopoly franchise and what they did. Then they bought other diversified businesses which collapsed and had to restructure. It has now been cleaned up and is on his list of companies that he would probably like at the right price. However, a lot of the move will probably be geared to the construction market in the US, which might or might not happen. This is being fixed, but you still have this propane monopoly. The 16% dividend really looks secure.


Price:
$10.880
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
No
2016-05-04 HOLD Michael Simpson, CFA

(Market Call Minute.) This is in 3 different businesses, propane, construction products and energy management. Has had a nice run up.


Price:
$11.350
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Unknown
2016-05-04 BUY Greg Newman

(Market Call Minute) Lots of moving parts, but they got pinched by lower propane prices because of a warmer winter and this won’t repeat itself.  Their recent acquisition is accretive to them.  It has more to go.


Price:
$11.350
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-04-18 COMMENT Hap (Robert) Sneddon FCSI

Wouldn’t qualify this as a defensive. The chart shows 2 higher lows in February and April, which is pretty good. There may be a little bit of resistance at this point. From a technical perspective, it is still a little bearish, so he would be careful. Make sure the $9.80 is not breached.  


Price:
$10.300
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2016-03-03 BUY Ryan Modesto

Very cheap at 11X earnings with an 8% dividend yield. In the process of acquiring Canexus (CUS-T), but markets are giving no credit for this. There are regulatory risks that the deal gets turned down, but there should still be some premium priced into this that maybe it will go through. If it goes through, there could be a very nice expansion in multiples because they are going to be generating a lot of cash flow. Since this valuation is not being given any credit, you have upside opportunity, but very limited downside risk. It is also a utility giving stability. The dividend should be good.


Price:
$9.020
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
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