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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
2014-06-05 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  ‘Sell in May and go away’ – you should have sold in February.  He is cautious because the market continues to go higher.  Economic data is good out there:  jobs; housing to a certain disagree.  The bond market is telling us a different story.  Bond investors are saying ‘flock to safety’.  There is not a lot of volume for the markets grinding higher.  He is worried about the complacency in the markets.  He is cautions that if you made some money, you should take some profits.  But you should still have some equity exposure.


Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
_N/A
2014-06-05 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Solar Related Stock?  Solar is not an area for him because it does not produce a consistent dividend.  Think of dirty energy.  Coal will give way to wind and solar.  Likes Algonquin Power or Northland Power for solar exposure.  This is playing solar in a more riskless manor.


Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 PARTIAL SELL Must be logged in to use chart AC.B-T Air Canada (B)

Spectacular run here.  Airlines are doing all the right things.  AC.B came out last night with strong load factors and he thinks they will have strong yields when reporting quarters.  Strong yields on international routes.  But it is an airline and you rent the stocks, you don’t own them.  There is a limited amount of new capacity being added internationally.  Airlines should to fairly well, but perhaps take some money off the table.  It should do well for the balance of the year.


Price:
$9.930
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

Likes the auto theme.   This is a way to get Canadian exposure.  They expanded.  Have other auto manufacturers now.  This is a roll-up story.  Going to acquire independent dealerships.  Today they announced that they are going to up their targets and renewed their CEO contract.  Up 230% in the last year, but look what has happened in the industry.  A lot of dealerships are looking to sell out.  They put out some very strong guidance.


Price:
$87.670
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2014-06-05 BUY Must be logged in to use chart ATD.A-T Alimentation Couche-Tard (A)

Decent stock.  Great way to get European exposure.  It will expand and grow going forward.  Growth stock that pays a dividend along the way. 


Price:
$29.850
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2014-06-05 BUY Must be logged in to use chart BA-T Bell Aliant

Stock vs. Stock: MBT-T vs. BA-T.  Both have their challenges.  BA: very good management.  Almost through rolling out fiber to the home.  Decent dividend.  High payout and no wireless exposure.  BA has more catalysts.  Payout ratio will come down when fiber to the home is complete.  Maybe someday BCE will buy them out.


Price:
$28.940
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 PAST TOP PICK Must be logged in to use chart BKU-N BankUnited, Inc

(Top Pick Jul 08/13, Up 21.86%) Has the best loan growth.  Nice dividend.  Expanding in New York and core operations in Florida. Should continue to do well.  There is a lot of value not being recognized.


Price:
$33.240
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2014-06-05 TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

International exposure.  Capital ratio is strong at just under 10%.  Just sold CI stake.  If loan growth rate slows then all banks have to look for growth elsewhere.  They have excess capital to go shopping. 


Price:
$70.180
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2014-06-05 BUY Must be logged in to use chart BPY.UN-T Brookfield Property Partners

Some of the best growth opportunities of the REITs out there.  As interest rates rise these should come off.  Do a good job of recycling capital to higher returns.  They have no analyst coverage and it is only just starting to trade well, so there are a lot of catalysts. 


Price:
$22.190
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 HOLD Must be logged in to use chart COH-N Coach Inc

Everyone knows the brand.  He owned the stock in the past.  Where is the demand going to come from:  as you start to see some improvement in the labour market you will see the high end come back again.  A year to a year and a half from now it should do well again.  Nice yield.  KORs has also done very well here.  Both stores are quite busy.  CCH has the dividend.


Price:
$39.580
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
No
2014-06-05 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

Stock vs. Stock.  CPG-T vs. SU-T.  CPG has done a very good job and continues to pay out a good yield.


Price:
$44.500
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 BUY Must be logged in to use chart ECA-T Encana Corp

Shares up significantly since IPO. For Encana, significant value has been unlocked.  For a shareholder you are not necessarily going to see any of that.  Leverage is coming down and that is another piece of the puzzle where it de-levers its balance sheet.


Price:
$25.640
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 BUY Must be logged in to use chart EFN-T Element Financial

Have built it up as the dominant leasing company in North America for trucks, rail cars and office equipment.  Just did a gang buster acquisition of a US firm.  They create tremendous value for shareholders.  They should do very well here.  There are three preferred share 5 year rate resets if you want yield.  Buy equity for growth.


Price:
$13.390
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-05 TOP PICK Must be logged in to use chart ETN-N Eaton Corp.

Play on non-residential construction in the US.  Nice dividend.  Electrical is a big component.  Well positioned for a pickup in non-residential building.


Price:
$73.560
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Yes
2014-06-05 HOLD Must be logged in to use chart GEI-T Gibson Energy

Great long term hold in general.  Valuation is fair.  We all know the growth opportunities for energy infrastructure.  It should do well in the next 2-5 years.


Price:
$32.870
Subject:
GROWTH & INCOME
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 241 entries
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