List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-17 | VAGUE | Jeff Young |
Just got their dividend and the stocks been pushed down a bit. Not seeing a lot of activity in the mining or oil sands and don't expect to see that for the rest of this year. A bit of a difficult time. If you think oil sands are going to pick up then it's good. Tweet finance |
Price: $31.840 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: Unknown |
| 2013-05-13 | HOLD | Andy Nasr |
Had a lower dividend then expected and the stock dropped accordingly. End market demand for their products has gone down, so earnings went down and then dividends followed. Look for stocks that have a gain in end market demand to see results by 2014. Cut has already been done, so you are ok for the next 12 months. Tweet finance |
Price: $32.240 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: No |
| 2013-04-18 | DON'T BUY | Barry Schwartz |
Just hit a 52-week low so it peeked his interest. Has a very high dividend. Interesting company but the problem is it has a lot of exposure to Canada, a lot of exposure to oil sands, copper, gold mining, etc. Thinks the dividend is okay for the next couple of quarters. They really have to deliver in terms of backlog and have to deliver in terms of getting new orders. He feels there are better ideas in the cyclical commodity space. Tweet finance |
Price: $36.490 Subject: NORTH AMERICAN - LARGE Bias: BULLISH on US ECONOMY Owned: No |
| 2013-04-01 | COMMENT | Michael Bowman |
Think they have been having some problems lately and missed on the last quarter. At a 52-week low. An interesting company. You need to get the momentum going in your favour. Tweet finance |
Price: $37.870 Subject: CANADIAN LARGE & ETFs Bias: CAUTIOUS Owned: No |
| 2013-02-26 | TOP PICK | James Hodgins |
Short. He has a negative view on the Canadian construction market. This company is a large distributor of heavy equipment. Prices on heavy equipment are falling quite dramatically. Missed on their 3rd quarter results. Yield of 7.31%. Tweet finance |
Price: $43.310 Subject: MARKET NEUTRAL INVESTING Bias: CAUTIOUS Owned: Yes |
| 2013-02-22 | DON'T BUY | Jeff Young |
A lot of exposure indirectly to commodities in the oil sands and mining. With the whole Keystone issue and concerns around some of the CapX in the oil sands slowing down he is on the sidelines with some of these names. Tweet finance |
Price: $44.660 Subject: CANADIAN DIVIDEND Bias: BULLISH o n CDN DIVIDEND STOCKS Owned: No |
| 2013-01-14 | COMMENT | Douglas Kee |
Believes the 8.1% dividend is sustainable as long as the economy bumps along. They have the cash flow to pay the dividend. Tweet finance |
Price: $43.690 Subject: CANADIAN DIVIDEND Bias: OPTIMISTIC Owned: No |
| 2013-01-08 | COMMENT | Jason Donville |
Not a very glamorous company but a “Steady Eddie”. Involved in all kinds of industrial stuff. Not expensive but he doesn’t find it a particularly interesting company. If he owned, the next time it popped up in price, he would take profits. 7.4% dividend yield. Tweet finance |
Price: $43.850 Subject: CANADIAN SMALL & FINANCIALS Bias: OPTIMISTIC Owned: No |
| 2012-12-18 | COMMENT | Andy Nasr |
Equipment company with about 50% revenues coming from heavy trucks, 25% from industrial components and 25% from power systems. A play on economic growth in Canada. Purchased some big trucks on spec that they are planning on selling in 2013, which is a little bit concerning. Very clean balance sheet EBITDA is 0.5X. Management has publicly said that as long as the EBITDA is lower than 1.5-2, they will use debt to sustain the dividend. Tweet finance |
Price: $39.400 Subject: CANADIAN DIVIDEND & REITS Bias: BULLISH on REITs Owned: No |
| 2012-11-12 | BUY | Gavin Graham |
(Market Call Minute) The distribution of capital equipment used in mining and infrastructure continues to be a growth area. Tweet finance |
Price: $42.420 Subject: NORTH AMERICAN - LARGE & GLOBAL EQUITIES Bias: BULLISH on EMERGING MARKETS Owned: No |
| 2012-10-25 | COMMENT | Douglas Kee |
The dividend of about 7% is probably at risk. This stock has not done that great recently because the economy is slowing down. They are dependent on construction and the economy. Tweet finance |
Price: $43.580 Subject: CANADIAN DIVIDEND Bias: UNKNOWN Owned: No |
| 2012-10-01 | COMMENT | Greg Newman |
Company is a little more cautious on 2nd half guidance and some softening power systems sales. However, order quoting activity is still pretty robust. Pretty expensive valuation trading at 7.5X to EBITDA versus Finning (FTT-T) at 6.2. Payout ratios are fine for 2012-2013. You are really buying this for yield and if there is “risk on” in the market this name could go higher. Tweet finance |
Price: $45.070 Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES Bias: OPTIMISTIC Owned: Yes |
| 2012-09-05 | HOLD | Christine Poole |
Equipment distributor for construction and mining. Has a very attractive yield. Longer-term, she is positive on mining and construction. Tweet finance |
Price: $43.250 Subject: NORTH AMERICAN - LARGE Bias: CAUTIOUS Owned: No |
| 2012-08-27 | COMMENT | Michael Sprung |
Very effective company and to see them hold up as well as they have in this environment, is good. Looks like it is selling at a bit of a premium but the 6.8% dividend is very attractive. Tweet finance |
Price: $47.700 Subject: CANADIAN LARGE Bias: CAUTIOUS Owned: Unknown |
| 2012-07-24 | COMMENT | Douglas Kee |
Well-managed company. In a cyclical sector but the dividend policy is fairly conservative so the 6.9% dividend should hold up. Tweet finance |
Price: $47.130 Subject: CANADIAN DIVIDEND Bias: SELECTIVE Owned: No |