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Compiling comments that experts make about stocks while on public TV.

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Ben Cheng , President and Chief Investment Officer

Aston Hill Financial Ltd.

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
2013-05-06 N/A A Commentary A Comment -- General Comments From an Expert

Markets. He is optimistic on equities outside of Canada because of less exposure to commodities, materials, oil and gas, and gold.  These sectors will lag for 3-5 years.  Although global demand is moving at a healthy pace, all of the above are priced in Canadian dollars and they will be weaker.  The US will lead us out of the economic recession over the next 3-5 years.  The US will lead us into a higher interest rate environment over the next 12-24 months and add strength to their dollar.  Apartment REITs do the best in a rising interest rate environment. 

 Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
_N/A
2013-05-06 PAST TOP PICK A Commentary A Comment -- General Comments From an Expert

(Top Pick May 9/12, Up 20.6%) 99 Cents Only Stores 11% Bond maturing Dec 15/19.

 Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK A Commentary A Comment -- General Comments From an Expert

Algeco Scotsman 10.74% 10/15/2019.  Modular building space.  Works with mining camps, oil and gas sites, and government buildings.  Very well established company throwing off a ton of free cash flow.  There is no stock.  Well diversified.  Western and Eastern European companies.

 Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK ALL-N Allstate

Pricing for premiums became firm because of Sandy.  Expects increases in premiums of 6-8% every year for 3-5 years and this will transfer to the bottom line.  2% dividend with room to grow.

 Price:
$49.100
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 DON'T BUY ATH-T Athabaska Oil Sands Corp

He owns the debt instead of the stock because there is 4 times asset coverage.  The oil sands project is under controversy.  The Chinese partner could pull out.  He would say it is worth $5.50 as a NAV.  Depending on who the new president is, you might see an increase in the share price.

 Price:
$5.960
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 BUY AX.UN-T Artis Real Estate Investment Trust

(Market Call Minute) Consolidation play in western Canadian Real Estate.

 Price:
$16.530
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
2013-05-06 BUY BAM.A-T Brookfield Asset Management (A)

Property, infrastructure and renewable power.  A long term play of 5-10 years.  Long term goal is to increase the amount of fee-generating assets.  As they do that you see things like last quarter when core earnings were up 22% and that will happen again. 

 Price:
$39.090
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 BUY BPY.UN-T Brookfield Property Partners

One of the most recent segments of BAM.  Set up to be a long-term play in management of real estate, office in particular.  Only 10% traded in public markets.  2.3% yield.

 Price:
$22.600
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 BUY CCA-T Cogeco Cable

(Market Call Minute) stable cable play.  Nothing fancy but core earnings 8-11% year in and year out.

 Price:
$43.520
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
No
2013-05-06 BUY CRR.UN-T Crombie Real Estate Investment Trust

(Market Call Minute) Solid management team that continue to make acquisitions to diversify from maritime base.

 Price:
$15.820
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK CUBE-N CubeSmart

Consolidator of storage facilities.  Management team has done an excellent job of bringing storage space into the 20th century.  A buy today.  2.5% dividend.  Sees 50% increase in dividend and 20% increase in stock price.

 Price:
$17.430
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 BUY DG-N Dollar General Corp.

(Market Call Minute)  Right segment at the right time.  People love these stores.

 Price:
$53.580
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 DON'T BUY EXE-T Extendicare Inc

Had 52 week high and then low on the same day when dividend was cut.  A prudent measure to shore up balance sheet.  The space is still under a great deal of pressure.  It will continue for 3-5 years.  Prefers Canadian focused companies like CSH-T.

 Price:
$5.680
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Unknown
2013-05-06 PAST TOP PICK GRT.UN-T Granite REIT

(Top Pick May 9/12, Up 21.84%)

 Price:
$39.520
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 BUY HR.UN-T H&R Real Estate Inv Trust

He continues to like it.  Today is a decent entry point.  Used to have more than half in one building, but now they have moved away from a single building.  Investors have been reluctant but are now starting to see the synergies in a recent acquisition.

 Price:
$24.650
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
Showing 1 to 15 of 684 entries
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