stockchase picture

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

Expert Index

List by First Name

List by Last Name

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 Chart Symbol Company Opinion Price
2015-01-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We are at an interesting point in economic history.  The reality is that we have not had a point where the European, Japanese, Chinese and Bank of Canada are working together to add liquidity.  In the long term this could contain some dangers.  It is an inflationary phase that we won’t see until 2016.  The next part of the equation is currency exchange.  That will be more powerful than more people think.  Now that we have a foreign exchange structure that is seeing the US dollar move dramatically against all other currencies, it will change things dramatically in 12 months or so. 


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
_N/A
2015-01-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REITs are pushing forward as much of the refinancing as they can.  The lower interest rates are a benefit and then they want to lock them in for as long as possible. 


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 PAST TOP PICK Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Air Canada Bonds 7.625% maturing 2019 (Top Pick Feb 28/14, Up 14.75% Total Return) The slow down in Western Canada could moderate air travel for a few years.


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

REIT rules in Canada.  He would love to see more flexibility.  Changes in 2006 involved rules that were too draconian.  He doesn’t see rule changes in the US coming to Canada.


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
_N/A
2015-01-29 DON'T BUY Must be logged in to use chart ACQ-T AutoCanada Inc.

A wonderful operator.  The reality is that the dealerships are centered in Western Canada.  It will be tough for them to just maintain sales. 


Price:
$34.770
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 TOP PICK Must be logged in to use chart AP.UN-T Allied Properties REIT

(Top Pick Feb 28/14, Up 24.60%) Has a very disciplined organic growth pattern.  He continues to hold and it is a large position.  This is a well run investment trust.  It is a development, acquisition and urban intensification story.


Price:
$40.370
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 TOP PICK Must be logged in to use chart BAM.A-T Brookfield Asset Management (A)

This is where all their top managers own their equity in the portfolio.


Price:
$65.180
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 PARTIAL SELL Must be logged in to use chart BCE-T BCE Inc.

Telecoms in Canada have valuations that are between 6 and 8.5 times cash flow.  This one is at the high end of this scale.  This at the expensive end of the range.  You should trim when you get to this point.


Price:
$58.310
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 BUY Must be logged in to use chart BPY.UN-T Brookfield Property Partners

They won their battle to own the Canary Warf project.  The UK economy is actually doing quite well.  It should be very accretive.


Price:
$30.550
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 WAIT Must be logged in to use chart CPG-T Crescent Point Energy Corp

It has done very well in the last 30 days, outperforming many of the old ex-income trusts in the energy sector.  They will continue to pull back cap-x.  When oil prices go over $65 you will see more invigorated growth.


Price:
$28.830
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 WEAK BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

There is some economic sensitivity because the rooms are expensive and in tougher economic times the vacancy rates might go up a bit.  However, they seem to improve their occupancy quarter after quarter.


Price:
$12.720
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 TOP PICK Must be logged in to use chart CUBE-N CubeSmart

Very good operators.  They have made acquisitions over the last 5 years and the stock price shows they are good at integrating them in.  The price is not too rich here.


Price:
$25.260
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2015-01-29 DON'T BUY Must be logged in to use chart D.UN-T Dream Office REIT

Has western Canada exposure.  Office leases are done normally with investment grade blue chip companies so there is really is little risk of the leases being broken.  Their stock no longer trades at a premium.  Acquisition growth is predominantly off the table.  They have to prove to the market that they are good operators. 


Price:
$27.330
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
No
2015-01-29 BUY Must be logged in to use chart ENF-T Enbridge Income Fund Holdings

They have 15 billion worth of secured contracts coming through their pipe over the next 5 years.  Potential dividend increases for 5 years could be 10% per year. 


Price:
$40.290
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2015-01-29 HOLD Must be logged in to use chart FCR-T First Capital Realty

A good operator, but a lot of these look relatively cheaply compared to US counterparts.


Price:
$19.570
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 737 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.