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

Recent Opinions

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Date Signal Company Expert Opinion Price
2017-04-21 N/A A Comment -- General Comments From an Expert
A Commentary
Greg Newman

Market. Dividends make you rich over the long-term. Bond yields are still very low. Dividend payout ratios on the TSX are at very healthy levels. There is a lot of opportunity for dividend growth and EPS. We may be in a bit of a sideways environment here. Feels the economic background is still quite favourable for stocks over bonds. The Canadian market has better upside over the next 4-5 years than the US one.


Price: $0.020
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: _N/A
2017-04-21 COMMENT A Comment -- General Comments From an Expert
A Commentary
EDITOR

Tonight's program is on taxes, not stocks.


Price: $0.020
Subject: N/A
Bias: UNKNOWN
Owned: Unknown
2017-04-21 BUY on WEAKNESS Algonquin Power & Utilities Corp
AQN-T
Greg Newman

This has a DRIP program, which can work very well. Sees about 22% EPS this year and next, and yet it is trading at a very similar multiple to its peers. There is some very good dividend growth of around 8%. They just beat their Q4 numbers. He would add on any sort of weakness.


Price: $12.930
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 BUY Aecon Group Inc
ARE-T
Greg Newman

Probably not a bad thing to be buying now. Trading in line with its 3-year average, but cheaper than its peers. 2017 is probably going to be an off year for them in terms of revenues. Beyond that, he sees really nice growth. They have a really good infrastructure backlog which will really help them. Just increased their dividend by 8.2%. Very strong balance sheet. He sees good growth into 2018.


Price: $16.220
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Arc Resources Ltd
ARX-T
Greg Newman

Low cost natural gas producer. Very efficient and very reliable growth. Production has steadily increased every year since 2012. Relative to the group, the valuation is okay. Great balance sheet, which is key in the oil names. A quality name, and probably an opportunity here.


Price: $18.420
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 TOP PICK Bank of America
BAC-N
Greg Newman

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)


Price: $22.710
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Bombardier Inc (B)
BBD.B-T
Greg Newman

This has had a history of almost 20 years of being a very bad story for Canadians. The good news is that the new management team does appear to be executing. They beat on free cash flow on Q4 and have held on to their 2017 guidance, which is very important. Very speculative. He has been owning this by Selling Puts. Not for the faint of heart.


Price: $2.240
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 HOLD BCE Inc.
BCE-T
Greg Newman

Not cheap at around 17X, which is ahead of its 5-year average. 57% of revenues come from wire line which is not good, because of increasing competition from cable. Their wireless numbers are probably going to be pretty good at about 30% of their revenues. He sees growth of about 4% this year over last year. They will be boosting their dividend every year by about 5%. A name that you just Hold, and sell some Calls on it.


Price: $61.350
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 PAST TOP PICK Brookfield Infrastucture Partners
BIP.UN-T
Greg Newman

(A Top Pick May 4/16. Up 53%.) He liked this for their solid pipeline of growth, and still models a 20% EPS growth over the next couple of years. Just bumped their distribution by 11%. 67% payout ratio, so the dividend is good. It has reached his target price, so he would not be adding to it.


Price: $52.130
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Bonavista Energy Corp
BNP-T
Greg Newman

If you are a trader, this is one you could probably trade. Not a bad entry. They continue to improve in asset concentration. About 70% is hedged for 2017. The very small dividend is safe. Even though its balance sheet is a lot better than its peers, it still has a cash flow of 2.6%, which is high for where oil/gas is. There are safer names, but probably not a bad little bet for a trade.


Price: $3.010
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 PAST TOP PICK Bank of Nova Scotia
BNS-T
Greg Newman

(A Top Pick May 4/16. Up 28%.) Had felt this was the cheapest of the Canadian banks, had the best opportunity, and was less understood. It has very good growth. Emerging markets are turning.


Price: $76.830
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 COMMENT Brookfield Property Partners
BPY.UN-T
Greg Newman

This is pricey, trading at around 21X. Has about a 110% payout ratio, so distribution isn’t perfect. Q4 was a little light. However, he models very strong growth, 16% adjusted funds from operations growth 2016-2018. Trading at about 16% below his assumed NAV per unit. This is a name that you can be constructive on.


Price: $31.060
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Crescent Point Energy Corp
CPG-T
Greg Newman

Hitting a 52-week low. Payout ratio is under 100%. Growth rate is not bad. A name he has liked because production has increased every year since 2014. It isn’t the best in the oil patch in terms of efficiency, but it should be trading at a lot more than what it is currently. Thinks the fall has probably been overdone. Yield of 2.7%.


Price: $13.620
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Unknown
2017-04-21 COMMENT Cominar Real Estate Inv Tr
CUF.UN-T
Greg Newman

Their NOI dropped 3.7% in Q3. He models less than 1% growth over the next couple of years, versus its peers which are in a 2.5%. They have an all-in payout ratio of 114%. Making asset sales to bring down their balance sheet, which is good. Feels the fundamentals of Québec and Ontario are slightly better than what they have been. Trading at 11X. Probably not a bad place to be picking away, but it is not your highest quality REIT.


Price: $14.430
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
2017-04-21 BUY on WEAKNESS EnerCare Inc
ECI-T
Greg Newman

This has everything going for it, except valuation. They beat Q4, due to strength in their service experts and their home services segment. Increased their dividend by 4%. Trading a little higher than its 3-year average, and he prefers buying names that are a little lower or where there is a catalyst. He sees 9% EBITDA growth over the next couple of years. Wait for a pullback before buying.


Price: $20.960
Subject: CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias: UNKNOWN
Owned: Yes
Showing 1 to 15 of 163,563 entries
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