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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 Symbol Company Opinion Price
2013-02-04 N/A A Commentary A Comment -- General Comments From an Expert

Markets. The sell off from the comments in the Euro-zone is a buying opportunity.  It is interesting that we have had some of the same concerns over the last 18 months coming back into the market.  There is good macroeconomic data out there.  Would not be surprised to see the rest of the year do well.  When you look at how much money is in fixed income out there, and with S&P trading at 15 times earnings it is not a concern long term as money will shift into equities when interest rates rise.  Industrial sector looks very good, specifically in the US.  Manufacturers have a lot of cost of labour as employment is not increasing.

 Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 PAST TOP PICK A Commentary A Comment -- General Comments From an Expert

(Top Pick Jan11/12, Up 27.40%) 99 Cents Only 11% 2019 Bond

 Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 TOP PICK A Commentary A Comment -- General Comments From an Expert

Dupont Performance Coatings 7-3/8, 2021 Bond.  Their paint is used for repairs as well as new cars.  Play on recovery of automotive theme.  Lots of room for investors to make money here.

 Price:
$0.020
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 BUY BMO-T Bank of Montreal

Good quality bank.  It is a dividend growth story.  Earnings in the mid to high single digit range so should be fine for income investors here.  Better than US banks.  It is a dividend clipper with half year dividend increases expected.

 Price:
$62.530
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 WATCH CLC-T CML Healthcare

7.5% dividend.  One of the big laboratories with 30% market share in Ontario.  Recently cut dividend and they are selling some of their diagnostic assets, which he thinks are all good things.  But 75% of cash flows are from medical labs.  CML renegotiates contracts with the Ministry of Health and they are cutting back on healthcare.  The contract is being renegotiated this year.  Be cautious right now.  They are doing the right things so they are coming back to the core side of their original business.

 Price:
$0.485
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 PAST TOP PICK CPG-T Crescent Point Energy Corp

(Top Pick Jan11/12, Down 9.28%)  Disappointed a number of investors over the last little while.  Did more equity issues than people expected.  Still owns and likes it and it is a good dividend payer.  Suffer from the differential in commodity price.  Thinks they will do reasonably well this year.

 Price:
$38.570
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 BUY CUS-T Canexus Corp

Very profitable stable business in North and South America.  Leverage to oil sands.  $75-80 Million in growth projects coming up.  Dividend is about 65-70% as a payout ratio.  Doesn’t expect any dividend increases due to capital projects.  Great growth story at above average yield.

 Price:
$9.230
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 BUY ENB-T Enbridge

Great company, he continues to like.  Good strong earnings growth with projects in their pipeline.  A dividend grower.  Sees 10-15% increases through 2016.  2.8% yield.

 Price:
$44.540
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 PAST TOP PICK HNL-T Horizon North Logistics

(Top Pick Jan11/12, Up 25.67%)

 Price:
$6.010
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 TOP PICK HR.UN-T H&R Real Estate Inv Trust

Investors are getting a great opportunity to buy a high quality REIT as well as an A+ management team.  Acquisition is a game changer.  Along the way dividend will increase.  If the transaction is unsuccessful then there is a significant break fee to benefit HR.UN

 Price:
$23.660
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 BUY MTL-T Mullen Group Ltd

Very well run trucking company in westerns company.  A dividend growth story.  Will be a very good growth and income stock going forward.

 Price:
$23.570
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 BUY NIF.UN-T Noranda Income Fund

Zinc processor.  High quality assets.  Decent company but he is cautious over the long-term.  Should be stable earnings until 2017 when they renegotiate the contract.  In the next 3-4 years you can rest assured the dividend is safe.

 Price:
$4.880
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 BUY RPI.UN-T Richards Packaging Income Fund

8.9% yield is not a red flag for this company.  Reasonable payout ratio.  Dividend sustainable.  Not a tremendous amount of growth here. 

 Price:
$8.810
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Unknown
2013-02-04 TOP PICK UPS-N United Parcel Services

Shopping on line.  Play on increasing global freight and the trend for shopping on line.  Good at passing capital back to shareholders.  Increased dividend for last 10 years except 2008.  Another 10% expected this year.  Good growth angle.  2.8% yield.  Less beta than the S&P 500.  Currency issues do affect them.

 Price:
$79.910
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2013-02-04 PARTIAL SELL WJA-T Westjet Airlines

Does not recommend airline industry for long term holds.  Doing all the right things.  A number of catalysts on the horizon.  Introducing regional carrier and premium economy class which could do well for the company.  Strong balance sheet and buying back shares.  Will continue to be a very good company, but management has to execute flawlessly because of expectations on the company.  He would think it would be prudent to take some money off the table.

 Price:
$21.830
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
No
Showing 1 to 15 of 141 entries
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