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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
2015-07-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  If you sold in May and went away you have missed all this activity in the markets.  No one anticipated it.  This heightened fear started with the Greek issue but it is not the main issue.  It may be China.  As we go into earnings season the macro data is pretty decent in the US.  If the BOC were to cut rates next week, dividend yield becomes that much more important.  Stocks might sell off but focus on that dividend yield.  The telcos are most exposed to wireless and should do quite well here.  The banking area is seeing the net interest margin shrinking.  You have to focus on credit quality and regulations.  There are stronger regulations coming down in Canada.  He does think investors should bail on Canadian banks.


Price:
$0.020
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-09 BUY Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Car Manufacturers (or parts).  Your bigger bang for the buck is the parts manufacturers.  It is all about content.  MG-T can increase content and give it a much bigger lift.  It is all about connectivity on the dash.


Price:
$0.020
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Interest Rates.  Everyone is looking for that interest rate hike.  One has to wonder if that will be delayed.  A lot of stocks have been beaten up on expectation and it impacts preferred.  Focus on dividends because that is what is going to grow.  Dividends should do quite well even if interest rates rise.


Price:
$0.020
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
_N/A
2015-07-09 PAST TOP PICK Must be logged in to use chart ACQ-T AutoCanada Inc.

(Top Pick Jun 5/14, Down 54.23%)  Anything energy related was hit.  It got impacted very hard with the selloff in Alberta.  It was a high growth stock and a lot came out with the oil story.  He got out in October/November.  He is looking at it again, but looking to see how oil settles out.


Price:
$40.350
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
No
2015-07-09 COMMENT Must be logged in to use chart AKS-N AK Steel Holding

They raised money last fall at $9-10 and it popped.  They are affected by Steel prices.  50% is auto.  He likes the company.  There is a trade case to put tariffs on imported steel which should benefit them as steel prices are lower coming from China based on the stronger US dollar.  These tariffs should benefit them.  A good risk reward ratio.


Price:
$3.350
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 HOLD Must be logged in to use chart BAD-T Badger Daylighting

Good infrastructure stock.  Very useful around buried utility lines.  There are very good growth aspects, especially in the US.  Growth multiple has been taken out of the stock.  Stick with it. It will take time to play out.  They have a decent dividend for a growth stock. It is not widely held so more volatile.  It’s a liquidity issue.


Price:
$25.780
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 COMMENT Must be logged in to use chart BBD.B-T Bombardier Inc (B)

There are different segments.  Transportation, the ‘C” series and business jets.  The business jets have good margins and have good outlooks.  The transportation segment also looks good.  The ‘C’ series is the overhang.  Will they get orders?  The air show did not come out with anything significant.  This is not a bad place to be right now, however.  Canadian analysts are always overly positive about this stock.


Price:
$2.000
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 COMMENT Must be logged in to use chart BEI.UN-T Boardwalk REIT

It is great news if you can take profit off the table.  It is exposed to the energy patch, overly punished and at a discount to NAV.  It needs a more robust energy environment.  It is insulated from rising rates.  Hold and take the yield.


Price:
$59.420
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 PAST TOP PICK Must be logged in to use chart BNS-T Bank of Nova Scotia

(Top Pick Jun 5/14, Down 4.16%) Many countries it operates in are in a recession.  There has been a big US short thesis against Canadian banks, but it has not worked out that well.  Americans don’t really understand the dynamics.  He is not overweight Canadian banks.  Now is not a bad time to buy them, however.


Price:
$63.080
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-09 TOP PICK Must be logged in to use chart CCL-N Carnival Corp.

Cruising is an underappreciated segment.  It is attracting a lot of people, not just the older demographic.  Fewer ships are being built and demand is increasing.  Cash flow is improving and debt is decreasing.  Asia, China, and Cuba are popular destinations.  There is a 38% growth rate on the dividend.  A lot of the cash flow is currently going to pay down debt. 


Price:
$49.200
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-09 BUY Must be logged in to use chart CHR.B-T Chorus Aviation Inc

Not a big fan of airlines.  This one is unique because they are focused on return of capital to shareholders.  Always a decent dividend that is always sustainable.  This is a great way if you are ok with small cap.  A decent way to get income.  Investors have earned a tremendous amount from the dividend.  The business always spins off a tremendous amount of free cash flow.


Price:
$6.550
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
No
2015-07-09 TOP PICK Must be logged in to use chart CNR-T Canadian National R.R.

Rails have been badly beaten up recently.  Rarely do income investors get to buy such opportunities.  When the Panama Canal expansion completes, who has the lines all the way down to Central America?


Price:
$71.750
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-09 BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

Recently another such company was bought out at a 13% premium.  You could apply this premium to this company.  He likes it because they divested their US business.  They have a tremendous pipeline of projects.  Investors get a very good yield and should be buying it.  The company just announced a buyback program.  It is at a discount to NAV.  He prefers an operator that has real estate behind them, rather than a manufacturer of products that seniors’ use.


Price:
$11.450
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 HOLD Must be logged in to use chart CVE-T Cenovus Energy

In this commodity environment, people are taking a hard look at these stocks.  Their share price is a function of the commodity price.  You should hold large cap energy names that pay a dividend so this one is one of the ones to own.


Price:
$19.180
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-07-09 BUY Must be logged in to use chart ECA-T Encana Corp

A good example of a core holding.  They raised capital earlier in the year and sold off some core assets to shore up the balance sheet.  The dividend is safe.  It is a fairly decent investment at $50 oil.


Price:
$12.750
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 1 to 15 of 314 entries
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