Viewing Expert Allan Meyer | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Allan Meyer , VP & Portfolio Manager

Wickham Investment Counsel


Date Signal Chart Symbol Company Opinion Price
2016-04-01 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Economy. There could be 5 years of muted economic growth. We are looking at world growth slower than it has been historically, and demographics is part of the reason. Once you get the slower growth with the GNP, you are going to see that going back through the markets. Also doesn’t think there is going to be upward pressure on interest rates. His advice to investors is to look for good quality dividend paying companies.


Price:
$0.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
_N/A
2016-04-01 COMMENT Must be logged in to use chart ABX-T Barrick Gold

Evaluating gold is next to impossible. Has made some tremendous mistakes in acquisitions and the write offs that they have had. He avoids gold companies generally.


Price:
$17.780
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-04-01 COMMENT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

This scores very well on his safety & value strategy. It doesn’t have an excessive amount of debt. However, analysts have been revising down their estimates recently, so he would avoid at this time.


Price:
$10.880
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 COMMENT Must be logged in to use chart CNR-T Canadian National R.R.

Has an analyst friend that recommends a Pair trade going Long on this and Shorting Canadian Pacific (CP-T), and he is going to defer to him that this rail looks good.


Price:
$81.120
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 COMMENT Must be logged in to use chart CXR-T Concordia Healthcare

Has been caught up in the Valeant (VRX-T) downdraft. However, it is starting to look very interesting from a value proposition. If the earnings can be believed, it is less than 4X earnings, but they have a lot of debt. While it looks cheap on a Price/Book basis, the debt worries him. It might be a short-term buy, but for the long-term you have to really worry about the debt.


Price:
$33.100
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 PAST TOP PICK Must be logged in to use chart DDC-T Dominion Diamond

(A Top Pick May 14/15. Down 37.97%.) Sold his holdings shortly after at around $20.


Price:
$14.560
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-04-01 TOP PICK Must be logged in to use chart DSG-T Descartes

Helps companies manage their complex supply chains. A little expensive on a PE basis at 18X, but has no debt. Reasonable free cash flow. This is a reasonable entry point and he can see more upside.


Price:
$25.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 HOLD Must be logged in to use chart ENB-T Enbridge

Not one of his favourite stocks. Has a lovely 4% yield, but has a premium multiple, so is open to some disappointment. People are definitely flocking to pipelines and utilities, because of their dependability, and are bidding them up in price. He would not be buying any more at these levels. This would be a Soft Hold.


Price:
$49.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 TOP PICK Must be logged in to use chart ISV-T Information Services

Has a 20-year exclusive mandate to provide land registry and affiliated services in Saskatchewan. Very, very inexpensive. Trading at 13X on a PE basis, and has something like a 10% free cash flow to enterprise value. Also, has a very low level of debt. Dividend yield of 5.68%.


Price:
$14.400
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 DON'T BUY Must be logged in to use chart LIQ-T Liquor Stores N. A.

Very tied to the Alberta economy, so it is under a lot of pressure. Wouldn’t go in at this time. He also has some balance sheet concerns.


Price:
$8.020
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
2016-04-01 BUY Must be logged in to use chart LNR-T Linamar Corp

Reasonable debt levels, low P/E and good cash flow. Magnificently well run. Loves this company and what they are doing.


Price:
$62.440
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 PAST TOP PICK Must be logged in to use chart MG-T Magna Int'l. (A)

(A Top Pick May 14/15. Down 16.74%.) It swooned because of the trade agreement we had and people’s concerns about auto sales. Currently it is dirt cheap. Thinks there is great, great value here. Still a Hold. Dividend yield of around 4%.


Price:
$54.500
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-04-01 COMMENT Must be logged in to use chart OTC-T Open Text

Trading at less than 3X Price to Book. Looks attractive on a P/E basis and has great free cash flow value to enterprise value. Likes in the short term, but wouldn’t treat this as a hold for 5 – 10 years.


Price:
$67.380
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 COMMENT Must be logged in to use chart POW-T Power Corp

Trading at around 10X earnings, so it is not expensive. Has a reasonable dividend. However, it doesn’t look like it has any earnings momentum. It is probably going to sit, doing very little at this point. You are probably in a sideways market unless they can do something to rejuvenate the earnings and get them going up, so you are probably sitting with dead money. Dividend yield of 4.2%.


Price:
$29.860
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2016-04-01 COMMENT Must be logged in to use chart PPL-T Pembina Pipeline Corp

This is a little bit expensive on a P/E basis. Got hurt with the lower oil prices, but has some great growth opportunities. Wouldn’t have any concerns with the dividends on this. Dividend yield of about 4%.


Price:
$34.290
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
No
Showing 1 to 15 of 166 entries
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