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

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Andrew Hamlin , VP & Portfolio Manager

Aston Hill Financial

Contact Info

Website: http://www.astonhill.ca

Bio:

Aston Hill Financial recognizes that every market situation can be an opportunity. An innovative and creative approach to business uncovers otherwise overlooked opportunities. Commitment to our team and to providing a proactive response to the changing needs of our clients are the foundation of Aston Hill. An entrepreneurial spirit and dedication to the success of our company are the hallmarks. Aston Hill Financial offers a unique range of expertise in the oil and gas industry, the income sector, the high yield market, and in structured investment products, to pension funds, institutional investors, corporations, and individuals.

Date Signal Chart Symbol Company Opinion Price
2014-02-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Markets are taking a bit of a breather.  2013 was great.  Now some of the economic data is soft and the weather plays a factor.  It is realistic that buying and building go on a pause.  Quality of earnings this year is really going to matter.  Now it is about margins and cash flow.  Industrials in the US are the best bet for 2014.  Incremental margins are going to be quite high.  Banks are repairing themselves.  The challenge in a balanced fund is having the right mix of growth and bonds.  He has mostly high yield bonds and he is overweight equities vs. bonds. 


Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
_N/A
2014-02-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Dupont Performance Coatings 7-3/8, 2021 Bond.  (Top Pick Feb 04’13, Up 13.70%) Dupont spun out their coatings or paint business.  Dupont Performance Coatings was bought and the bond was re-named.  He use to own the high yield bonds but now has sold.


Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
No
2014-02-10 TOP PICK Must be logged in to use chart ARMH-Q ARM Holdings PLC

Well recognized brand.  Global player but a lot of revenues are US.  Hospitals, colleges’ food service and uniforms.  Modest dividend that will grow over time. 


Price:
$45.220
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 WEAK BUY Must be logged in to use chart BA-T Bell Aliant

Starts to look very interesting here after the down draft recently.  Balance sheet is okay and dividend is safe, even if over 100% as it is well broadcasted.  There is always the possibility that BCE buys back the balance of BA.  He is doing his work.  T-T looks to be very well positioned with guidance of growing dividend annually.  Investors will do quite well in this space with dividends.  He Prefers T-T, though.


Price:
$25.820
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
No
2014-02-10 TOP PICK Must be logged in to use chart BAC-N Bank of America

Likes the financial trade in the US.  This one needs no introduction.  Money centered bank with global operations that is fixing its operations and is cheap on a book value.  It is nowhere near earning its potential on an asset basis.  Return on assets was half a percent last year, where it could be 1.5%.  It will take some time, but this one has the most upside going forward. 


Price:
$16.720
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 BUY Must be logged in to use chart BAD-T Badger Daylighting

Great company.  Been a very good performer.  Recently split 3:1.  Fleet of vacuum trucks that clean out the area when you dig up a water main.  Not much competition and a high margin business.  Cash flow is good and you get a modest dividend.  A little more upside here.  It will grow as infrastructure spending grows.


Price:
$31.150
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 WEAK BUY Must be logged in to use chart BBD.B-T Bombardier Inc (B)

We are in a re-fleeting stage in airlines.  But there are better more predictable ways to play the aerospace cycle than this one.  There are concerns with free cash flow guidance and delays on the ‘C’ series.  We will get more clarity when it comes out later this week.  GE, Rolls Royce and UTX make the engines and are a good way to play that sector. 


Price:
$4.190
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Unknown
2014-02-10 BUY Must be logged in to use chart BPY.UN-T Brookfield Property Partners

A great play on global high quality real estate.  65% is office properties.  They are acquiring 100% of Brookfield Office Properties.  The balance is others, Canary Warf and some in the Bahamas.  Decent dividend and mid-teens growth in cash flow.  He owns BIP right now because it is a good play on global infrastructure.


Price:
$20.770
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
No
2014-02-10 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Stock is off because of the big financing recently.  It is now a strong company, diversified in asset base.  Still quite a lot of heavy oil exposure.  Respectable dividend yield that he can see going up in the next 12-18 month.


Price:
$39.890
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 TOP PICK Must be logged in to use chart CHE.UN-T Chemtrade Logisitics Inc.

Used to be an income trust.  Great Canadian company and great industrial play.  Pulp & paper and oil & gas are their markets.  Grew business through acquisitions.  Just completed a big one in December last year to get it a higher margin.


Price:
$21.390
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 BUY Must be logged in to use chart CHR.B-T Chorus Aviation Inc

A decent income play, with an outsized yield.  He is concerned there is not a lot of capital appreciation from here.  The yield is sustainable for at least 12 months.


Price:
$3.640
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 BUY Must be logged in to use chart DH-T Davis and Henderson

Been a steady performer.  The catalyst is the recent acquisition in the US that solidifies their presence in the financial technology space.  Payout ratio is manageable and cash flow will increase going forward allowing a dividend increase.


Price:
$29.160
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-02-10 BUY Must be logged in to use chart DI.UN-T Dundee International REIT

Great way for Canadian investors to get European exposure without buying EU stock.  Cap rates are much higher there than in Canada.  He likes it.  A decent REIT to own, although it will take time for them to get capital. We can expect a translation lift due to currency fluctuation.


Price:
$8.790
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Unknown
2014-02-10 BUY Must be logged in to use chart DIR.UN-T Dundee Industrial REIT

Likes REITs in general but prefers industrial REITs and Dundee is one of them.  These are going to be able to get rental increases quite nicely.  DIR.UN have the ability to build out the industrial space in Canada.  They have a slight discount to NAV.  Going forward ability to increase dividend.


Price:
$8.890
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Unknown
2014-02-10 COMMENT Must be logged in to use chart GE-N General Electric

Surprised at the share price reaction this year.  Thinks it looks very attractive where it sits today.  A good barometer for global GDP growth.  There is an aerospace component to it.  He is working to decide if he should buy it here.


Price:
$25.050
Subject:
GROWTH & INCOME
Bias:
SELECTIVE
Owned:
Unknown
Showing 1 to 15 of 216 entries
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