Viewing Expert Andrey Omelchak | StockChase
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Compiling comments that experts make about stocks while on public TV.

Viewing Expert

Andrey Omelchak , President & CIO

LionGuard Capital Management


Date Signal Chart Symbol Company Opinion Price
2016-05-24 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets. There is a lot of free credit. Central banks globally have opened up the taps, and as a result there is a lot of mispriced securities. He is not sure what the end result will be. The question is if this is justified at this time. We will only find out the answer in the future. It is good to be prudent in this environment. He likes to invest in companies that don’t have input variables where there is no control or a high degree of predictability on.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
_N/A
2016-05-24 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Lithium stocks? There is a lot of talk as to whether lithium is the next big thing or not, and whether or not electric cars will be the major type of cars manufactured, especially in North America. Storage of energy is a big problem, and you need lithium to do that. It is pretty safe to say that lithium demand will increase going forward. Feels we are in the early innings. There are not too many global providers of lithium. You really have to pick your spot.


Price:
$0.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 DON'T BUY Must be logged in to use chart AC-T Air Canada (B)

Had a great run and has been one of the best investments recently. They’ve done many things right in spite of many hiccups. He is always careful when investing in any airline. Throughout the cycle it is not a good investment, but from time to time you get those unique opportunities where you get an uptick in the industry and they fix the problems. This one has had both. At this time, he is very careful about investing in any airline, because he feels the industry is starting to peak and there is increased competition.


Price:
$9.580
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-05-24 DON'T BUY Must be logged in to use chart AIM-T Aimia

Has a one-year contract with Air Canada (AC-T) and you don’t know if that will be renewed. Be very careful with this. Have a sizable level of debt, and he is not quite sure how the business model will evolve. Despite the potential of a high dividend yield, you have to stay away until there is a resolution of sizable contracts for negotiation.


Price:
$7.790
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 BUY on WEAKNESS Must be logged in to use chart ARE-T Aecon Group Inc

(Market Call Minute.) This is more of a trading stock. They have a backlog that has picked up quite nicely due to infrastructure spending that is happening. If you can get this cheaper, that would be great.


Price:
$17.350
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 BUY on WEAKNESS Must be logged in to use chart BOS-T Airboss of America

(Market Call Minute.) Great company that is well-run. A long-term hold with the opportunity to buy it on weakness.


Price:
$14.240
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 DON'T BUY Must be logged in to use chart CXR-T Concordia Healthcare

Have made a tremendous number of acquisitions in the past. It is now generating a high return on equity and free cash flow. 4th quarter results were excellent. All this looks great, but at the same time they have put the company up for sale. There are some regulatory concerns in the whole industry, and anything can happen. However, they have a good profile of products. He questions why they have put this up for sale if it such a great business. Feels there is downside protection, but in terms of the upside we just don’t know what will happen.


Price:
$40.930
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-05-24 COMMENT Must be logged in to use chart DH-T DH Corporation

One of Canada’s best companies. They’ve really transformed the business over the last 4-6 years. Used to be a cheque manufacturing company for Canadian banks, but are now focused more on technology. Has a very highly predictable and highly secure revenue stream. Was under attack recently by short-sellers, but he believes the allegations were misplaced. This is going to be a very solid long-term hold for years to come.


Price:
$34.510
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 COMMENT Must be logged in to use chart DIV-T Diversified Royalty Corp.

A pretty good company, based in Calgary. They are trying to acquire different assets which they can generate free cash flow from in order to pay high dividend yields. Currently it is a very high payout ratio. He is a bit concerned about their latest acquisition which they have potentially overpaid for. Over the long-term, the management team is very smart and really know what they are doing, and will build a good business and continue paying a high dividend yield.


Price:
$2.250
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 HOLD Must be logged in to use chart DR-T Medical Facilities Corp.

A pretty good company overall. Operates 6 facilities in the US. Dividend yield of approximately 6.4%, which he believes is sustainable. Management has a net cash position. They recently appointed a new CEO, who he thinks will increase their focus on new M&A activities. The risk is what will happen on the regulatory front. You really have to understand what is happening in terms of reimbursement trades and the Medicare and Medicaid situation. Doesn’t know how the industry will evolve, and this is a big question mark. However, feels this is one of the better managed companies. Not trading at a very expensive multiple. Because of regulatory concerns don’t overweight your position.


Price:
$18.000
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 HOLD Must be logged in to use chart DSG-T Descartes

(Market Call Minute.) A great company that has capitalized on the trends of monitoring and security. This is a long-term hold, despite seemingly being expensive.


Price:
$26.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 TOP PICK Must be logged in to use chart EFN-T Element Fleet Management

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.


Price:
$15.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 BUY Must be logged in to use chart GIB.A-T CGI Group (A)

One of the better run Canadian companies. Has a high return on equity and extremely well managed. Had a bit of a hiccup in the US because of implementation, but those things happen. They will continue delivering. A tremendous organization. Every year they conduct tens of thousands interviews with their clients. They understand the trends and are always at the forefront of those trends. They keep ahead of their competition. A great company to own for the long-term.


Price:
$60.050
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2016-05-24 HOLD Must be logged in to use chart HLF-T High Liner Foods

This is a long-term Hold, not a short-term play. They capitalize on the trends of seafood and healthier eating, which are currently very strong across North America. Historically they’ve done an outstanding job, making very good acquisitions, integrating them well. Lately have run into some problems. Organic growth has been negative and they’ve taken on too much debt. They have a leveraged situation which they are now addressing. Feels they’ve done a pretty good job recently in improving the business, and you should see them going back to the positive growth rate.


Price:
$18.690
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-24 COMMENT Must be logged in to use chart IAG-T Industrial-Alliance Life Ins

Industrial Alliance Group (IAG-T) or Intact Financial (IFC-T)? This is a fantastic company and really well-managed. CEO has done a tremendous job. The company understands risk management. He would not want to bet against this in the long run. It is hard to choose between these 2. They are both long-term holds and they both know how to manage risks.


Price:
$42.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
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