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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 Chart Symbol Company Opinion Price
2014-02-28 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  Markets here are at all time highs.  It is surprising when we look at turmoil in south America.  It is also surprising in light of the weather in the fourth quarter as well as now.  Things have really slowed down because of the weather.  Bonds are telling us that equities should be selling off.  Equity investors are looking at second, third and fourth quarters of this year.  The bond market is telling him that the economy is slowing.  Thinks there is some risk in emerging markets.  Experts are very concerned about the stress they are seeing in the emerging markets.  There is a flattening of interest rates, but treasury bonds will not go lower than where they are today, but should go up to 3.5% by year end.


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
_N/A
2014-02-28 PAST TOP PICK Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Algeco Scotsman 10.74% 10/15/2019. (Top Pick May 6/13, Up 13.50%) The price has gone up over the last year.  Company cash flows are in good shape. 


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 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 Used to refinance existing bonds that were at much higher yields.  He saw the company's presentation and it is still a massive deleveraging story.  It may be a little hard to buy these bonds because they are predominantly held in institutional hands.


Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 BUY Must be logged in to use chart AAR.UN-T Pure Industrial Real Estatetrust Trust

(Market Call Minute) There is going to be consolidation in the industrial real estate space.  It is one to own.


Price:
$4.770
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
No
2014-02-28 BUY Must be logged in to use chart AET.UN-T Argent Energy Trust

Many hedge funds have been actively shorting this stock.  He thinks most of this shorting has dissipated.  The NAV is above $7 so it should not be trading down here.  We are going to see insiders move out of a black-out period (a week) and he expects them to be buyers then.  Assets are oil based.  Prospects for oil are that prices will continue to be firm.  2/3rds of their production is hedged at $90 anyway.


Price:
$6.040
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2014-02-28 PAST TOP PICK Must be logged in to use chart ALL-N Allstate

(Top Pick May 6/13, 13.23%) His main insurer in the US.  Recently announced earnings and it was a beat.  There is more room to increase dividends. 


Price:
$54.260
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2014-02-28 TOP PICK Must be logged in to use chart AP.UN-T Allied Properties REIT

Began several years ago as a brick and beam REIT and now they are a turnaround story.  They buy rundown buildings and make them more competitive and get significantly greater rents. 


Price:
$33.500
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 DON'T BUY Must be logged in to use chart BNS-T Bank of Nova Scotia

Earnings come out next week but he doesn’t think we will see many surprises.  This one has more volatility because of exposure to emerging markets.  He used that as an opportunity to pick up more.  The new management team should drive earnings to a new level.  He has concerns, though, about stress and emerging markets, particularly with what he is seeing in South America.


Price:
$63.320
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2014-02-28 BUY Must be logged in to use chart BTE-T Baytex Energy Corp

Roots in being predominantly a heavy oil producer but over the last few weeks they are moving out of purely heavy oil.  They may not see the whole benefit of reduction in oil price spreads.  A good company 3-5 years.


Price:
$40.370
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2014-02-28 BUY Must be logged in to use chart C-N CitiGroup

He is bullish on US financials.  Earnings are still relatively depressed with C-N.  Should continue with 10-12% loan growth for the next few years.


Price:
$48.630
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
2014-02-28 BUY Must be logged in to use chart CAR.UN-T Canadian Apartment Properties

(Market Call Minute) Likes the prospects for multi-unit residential in the US and Canada.


Price:
$21.870
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 BUY Must be logged in to use chart CSH.UN-T Chartwell Seniors Housing

Management has done a bunch of good things for this company.  Paying down debt, increasing value add on properties through value add services.  Should continue for couple of years yet.


Price:
$10.330
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 PAST TOP PICK Must be logged in to use chart CUBE-N CubeSmart

(Top Pick May 6/13, Up 2.36%) It has been volatile but growth prospects look good.  15-20%.  Public storage market is very fragmented.  Thinks CUBE will be astute acquirers.


Price:
$17.510
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 BUY Must be logged in to use chart DH-T Davis and Henderson

Likes it.  It is the example that yellow pages should have followed.  They took the cash flow from cheque printing and used it to leverage themselves into financial services.  Likes the growth process 5-7% organic growth and he would not be surprised to see a dividend increase this year.


Price:
$30.780
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Yes
2014-02-28 DON'T BUY Must be logged in to use chart HR.UN-T H&R Real Estate Inv Trust

Not sure if we see future distribution increases this year because they are going to embark on a significant normal course issuer bid.  They are thinking of selling some non-core assets later in the year.


Price:
$22.240
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
BULLISH o n CDN DIVIDEND STOCKS
Owned:
Unknown
Showing 1 to 15 of 712 entries
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