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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
2015-03-16 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Cautious on the markets because they had a very good February and a number of concerns have appeared, the biggest of which is if rates will rise.  Oil – we are seeing a pickup in the valuations and then there is strength of the dollar, which is up since January.  Look at the Euro, it is up significantly, so there are a number of unknowns.  He would not go out and spend RRSP money, but wait for valuations to come back to more reasonable levels.  Markets die of excesses and we don’t have excesses in the markets.  He looks for companies that can increase their dividends over time and that is where there is value.


Price:
$0.020
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
_N/A
2015-03-16 BUY Must be logged in to use chart AC-T Air Canada (B)

Will do well in a falling energy environment.  They are benefitting here from a capacity situation.  All the planes are very full and airfares are not coming down.  They are renovating their fleet and taking advantage of the energy environment.  He is a big bond investor with this one.


Price:
$12.400
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 PAST TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

(Top Pick Jun 5/14, Down 53.12%)  You don’t hang on to a stock when it starts to trail off and the thesis is no longer valid. The fall off in energy did not help them.  They have significant dealer exposure out west.  He got out late summer.


Price:
$40.700
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
No
2015-03-16 WAIT Must be logged in to use chart AQN-T Algonquin Power & Utilities Corp

There is a lot of volatility to this story over the last couple of weeks.  Management did come out and address why it was down so much over the last week or so.  News came out about accounting issues.  The earnings don’t alleviate that and we have to get to the bottom of these accounting issues.  Wait in case there is more risk to the story than we are aware of now.


Price:
$9.190
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 TOP PICK Must be logged in to use chart ATA-T ATS Automation

There is this pickup in the global trend of manufacturing automation.  Trades slightly cheaper than Rockwell, for example.  As we see global production picking up they will do well here.  Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now.  There is organic as well as margin growth possible here.


Price:
$13.710
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 BUY on WEAKNESS Must be logged in to use chart ATD.B-T Alimentation Couche-Tard (B)

They report tomorrow.  Does not sound like a massive transaction in buying Circle-K.  Timing could be quite good, buying the energy sector where it is.  They are sitting on tremendous cash.  You get a lot of business from the US and revenue exposure from Europe.  It is one of the strongest dividend growers out there.  Buyers have bid the price up there.  There are a lot more acquisitions that they can do and it will be a core holding for investors.  Investors have to pay up.  If you can get it below 20 times earnings then great.


Price:
$48.130
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 BUY on WEAKNESS Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

A top quality company that gives you global exposure in a number of areas.  They have growth in the business and if you are willing to pay for it, the growth is in it.  He has BIP.UN-T and BPY.UN-T.  They are all top quality management teams and do a good job of investing capital.


Price:
$68.200
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
No
2015-03-16 BUY Must be logged in to use chart BBT-N BB&T Corp.

A play on US financials and they are focusing on dividends.


Price:
$39.230
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 BUY Must be logged in to use chart BCE-T BCE Inc.

We can’t go wrong with Canadian telcos.  Risks are in the form of new entrants, but there will not be any for the foreseeable future.  For income investors this is a good place to be relative to the other two.


Price:
$53.390
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 BUY Must be logged in to use chart BEI.UN-T Boardwalk REIT

Really exposed to the energy complex.  Lots of rental properties in Edmonton and north.  A lot of investors sold this because of fear in the energy sector.  It is a pretty good long term investment.  He thinks you will see some income growth over time and it is one of the better REITs out there.


Price:
$58.400
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(Top Pick Jun 5/14, Down 6.69%)  There is nothing wrong with it and for a number of months he has been more positive on US regional banks.  He doesn’t own any Canadian banks.


Price:
$63.750
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
No
2015-03-16 TOP PICK Must be logged in to use chart C-N CitiGroup

It is going to get a kick in the pants and get moving here.  This is a multi-year trade for income markets.  We are going to see a tremendous amount of capital fed back to investors here.  He was impressed with how they have tried to fix their problem assets.  They will do well in a rising rate environment.  A decent way to play it.


Price:
$53.690
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 BUY Must be logged in to use chart CHE.UN-T Chemtrade Logisitics Inc.

Broad chemical company.  Good general industrial exposure for a pickup in the North American economy.  Decent company and good management team and a dividend of 5.7% and it pays out monthly.  Leverage is coming down and when it is more manageable you could see a big dividend increase.


Price:
$21.020
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
2015-03-16 TOP PICK Must be logged in to use chart DFS-N Discover Financial Services LLC

The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 


Price:
$59.500
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 BUY on WEAKNESS Must be logged in to use chart DH-T DH Corporation

A top quality company and a core holding.  Canadian and US business exposure.  The valuation is full here.  You would have to pay up for the growth.  He would wait and try to get a better entry point.


Price:
$39.940
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Unknown
Showing 1 to 15 of 292 entries
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