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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
2017-01-18 N/A A Comment -- General Comments From an Expert
A Commentary
Peter Hodson

Market. The market is not grossly overvalued or undervalued. If you like a company and you like the stock, Buy it. He doesn’t try to predict the market or the economy. If you can get a good company, it will still be a good company in a bad economy. You want to be an investor through the cycle. Watch what management does. You don’t want a management trying to massage their stock for the quarter, but you do want a company that can execute well. Basically, that means a company can’t over promise.


Price: $0.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: _N/A
2017-01-18 N/A A Comment -- General Comments From an Expert
A Commentary
Greg Newman

Market. He is constructive. Everybody is waiting for a pullback to happen from this really big move. There is now the uncertainty of what Trump will actually do. However, we have improving economic data, a rosier outlook for S&P earnings, and when you combine all the Trump friendly policies for investors, it is going to be a pretty good year. Investors want to be buying the reflation trade, and he likes to do that with dividend stocks that are going to pay him to wait.


Price: $0.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: _N/A
2017-01-18 COMMENT Alaris Royalty
AD-T
Peter Hodson

This has been a great little company over the years, with a very good historical record of increasing the dividend. Last year they ran into some portfolio problems, pretty much for the 1st time of anything significant. There are 4 or 5 companies that are under development and are not performing, and not paying royalty payments to them. Last week they made another announcement, and as they continue to make new investments, it dilutes that problem. But they still have the underlying problem of some underperforming investments. He would be a cautious buyer for income. They have to get good credit for 5-6 years of good growth and good performance. Dividend yield of 7% is not being covered by cash flow right now, but doesn’t think it is going to get cut either.


Price: $22.600
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Acadian Timber Corp
ADN-T
Peter Hodson

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.


Price: $17.480
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Andrew Peller
ADW.A-T
Peter Hodson

(A Top Pick Jan 15/16. Up 66.84%.) Had thought this had good growth potential, and it really delivered. Had a 3 for 1 split which added more liquidity. The yield is pretty tiny, so he wouldn’t hold this for the yield.


Price: $11.100
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 COMMENT Ag Growth International Inc
AFN-T
Greg Newman

Just made a very accretive acquisition, which he thinks is going to give them EPS growth of about 40% annually for the next couple of years. The payout ratio is looking sustainable at 67% for 2017. Debt to EBITDA is a little elevated, but he sees that coming down. However, it is trading pretty high compared to its historical averages. He would play this by writing puts. Dividend yield of 4.93%.


Price: $54.610
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Aphria Inc
APH-X
Greg Newman

There is no way to analyse marijuana stocks. They don’t have any earnings yet and they’re completely speculative. However, it is going to become a legalized area in Canada, and you want to go with the big guys.


Price: $4.980
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Algonquin Power & Utilities Corp
AQN-T
Peter Hodson

A renewable power company, and like a lot of Canadian companies, they made an acquisition in the US. There are a few more opportunities in the US. Bigger is generally better in utilities. They just raised their dividend by 10%. This is one of his favourite renewable plays. Their dividend track record in growth has been very impressive. A very, very solid name.


Price: $11.340
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Algonquin Power & Utilities Corp
AQN-T
Greg Newman

(A Top Pick Jan 21/16. Up 9.72%.) Chose this for solid growth. He believed that yield proxies had more life in them and that interest rates would stay low for some time. He still sees this growing really well, 16% over the next couple of years. He sees dividend growth. The whole group might be a little expensive when there are more exciting alternatives.


Price: $11.340
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 TOP PICK Aecon Group Inc
ARE-T
Greg Newman

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)


Price: $15.650
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Arc Resources Ltd
ARX-T
Greg Newman

A good name. It is down 10%, because he thinks it is border tax concern. Also, natural gas prices kind of had the stuffing knocked out of them in the first 2 weeks of January. Their balance sheet is really fine. Valuation is a little bit pricey relative to its peers, but it is not an expensive valuation. The dividend is paying you to wait, and is fairly sustainable. He is looking at a $3.30 natural gas price. Thinks you will be fine.


Price: $20.830
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT AcuityAds Inc
AT-X
Peter Hodson

Digital targeted ads. Their forecasts went up 50%. Management owns a ton of this, somewhere in the 60% range. The stock has done very, very well in the short term, so it is one that needs to be watched. They had a financial release today, but he hasn’t had a chance to look at it.


Price: $2.300
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Amaya Gaming Group Inc.
AYA-T
Peter Hodson

Most of their previous problems have been resolved. The former CEO still owns 17%-18% of the company, and that is not going away until he Sells, but he is not involved with the company. The opportunity of online gaming looks good in Europe, and the growth should be there. The valuation has dropped enough that it is kind of attractive on a fundamental basis. However, the US is much slower, and the take-up on online gaming has been much slower than anticipated, and that is a drawback. They have a new president. Maybe something will change in terms of regulatory issues. However, fundamentals are pretty good. A growth company with a lot of debt, but it is priced right. If you just ignore the whole past 18 months, it looks pretty good. Doesn’t think a whole lot is going to happen in the short term. If you own it, he wouldn’t buy any more. If you don’t own it, you could consider it.


Price: $17.770
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Brookfield Asset Management (A)
BAM.A-T
Greg Newman

(A Top Pick Jan 21/16. Up 15.95%.) Still models really good growth for them at 16% over the next couple of years. You can own a little bit of this, but it is not going to do the heavy lifting, and there will be sector rotation out of it.


Price: $45.020
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Brookfield Infrastucture Partners
BIP.UN-T
Greg Newman

A great company. He models 25% AFFO growth this year and next. They are on 4 different continents and have a record backlog. Trading at 14.9X versus its 3-year average of around 16.3X. You could buy this now, but it is a bit of a yield proxy.


Price: $46.940
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 PARTIAL BUY Canopy Growth Corp.
CGC-T
Greg Newman

There is no way to analyse marijuana stocks. They don’t have any earnings and they’re completely speculative. However, this is going to become a legalized area in Canada, and you want to go with the big guys such as this one. You can own a little of this and just leave it.


Price: $9.300
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Crescent Point Energy Corp
CPG-T
Peter Hodson

A “go to” stock when oil runs, but in terms of quality names, he just doesn’t put this in the “good quality” category. There are some headwinds against it. He would rather own a company that doesn’t issue stock all the time. Not a bad company, but just not anywhere close to his favourite. (See Top Picks.)


Price: $16.000
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 WAIT Crescent Point Energy Corp
CPG-T
Greg Newman

This is becoming a much better name. He is now modelling $58 oil for 2017. Based on that, this is very cheap relative to its peers. Trading at about 6.6X versus its peers at about 8.9X. Its balance sheet has become much better. Payout ratio is about 94%, and it is paying you to wait. Feels this has come off because of concerns that the supply response for US shale has perked up, but also there is a concern of the border tax for Canadian oil producers. Not sure he would buy this quite yet.


Price: $16.000
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 PAST TOP PICK Constellation Software Inc.
CSU-T
Peter Hodson

(A Top Pick Jan 15/16. Up 17.36%.) This has been one of the greatest stocks in Canada over the last 10 years. They haven’t issued any more shares. Earnings have gone up tenfold. They’ve done great acquisitions. They have 100 people dedicated to acquisitions full-time in software.


Price: $599.690
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 HOLD DH Corporation
DH-T
Greg Newman

In December, he upgraded this to a sector outperform again. Private equity was approaching them to possibly pick apart part of the business. A very cheap FinTech play. He can understand why the stock cratered. Their US lending business will pick up, and he doesn’t think the Canadian business is declining as fast as we saw last quarter.


Price: $23.160
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 COMMENT Enbridge
ENB-T
Greg Newman

Enbridge (ENB-T) or TransCanada (TRP-T)? These are both great stocks. This one is a little more expensive at 24X with TransCanada at about 22X. This company has some issues on Line 3 with regulators in the US, as to whether or not it goes through. Meanwhile the Trans Mountain pipeline is going to Kinder Morgan, which could pressure their main line a little down the road. Both have good growth, but this one has the better growth over the next couple of years. He likes the Keystone element to TransCanada, and thinks Trump is going to put that through.


Price: $57.220
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Flyht Aerospace Solutions
FLY-X
Peter Hodson

Sells to aircraft manufacturers to track planes and utilize information in a more productive way. Had a big run up when the 370 went missing in the Indian Ocean 3 years ago. The stock went way up and then came down because this is a long-term story. It has had a huge run recently. Came out with a couple of positive announcements on contracts and information, and it has kind of sparked a fire. However it is probably too early. This is a long sales process. He wouldn’t recommend this as he is more conservative, but it certainly has some good qualities.


Price: $0.260
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT Fiera Sceptre Inc.
FSZ-T
Peter Hodson

A tough, tough business. ETF’s are taking away mutual fund business. There are new regulations showing how much clients are paying in fees. This company has gone into the US and started buying US money managers. The stock is quite cheap and pays a nice dividend. National Bank (NA-T) owns half the company. Their growth rate has been a little bit higher than the rest of the business, and he likes the acquisitions that they have done. In a tough, tough industry, he would consider this as the best stock right now in that sector.


Price: $13.160
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 COMMENT General Motors Corporation
GM-N
Greg Newman

A name that could not get out of its own way, but is starting to come alive. Feels it still has quite a bit more in the tank. Fundamentals are finally starting to finally align, and people are finally starting to buy them. He likes this. Dividend yield of 4%.


Price: $37.470
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
2017-01-18 TOP PICK goeasy
GSY-T
Peter Hodson

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)


Price: $26.010
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 COMMENT Hudson Bay Co.
HBC-T
Greg Newman

This has been really disappointing. The real estate value was $24, then $19, and now $17. His company’s target is now $14. These things happen from time to time. If you own 20 stocks, every 10 years one of them is going to face problems like this. When that happens, you have to make 2 decisions. Do you have to get out or is it something you can live with? This company is doing so many things right with their retail, and growing their global operations and with their online. However, they are fighting a huge trend right now, and all department stores are suffering. With these kind of extreme fears, and it’s almost always overdone, there will be a brighter day. This has probably overshot to the downside.


Price: $9.680
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Unknown
2017-01-18 COMMENT Horizon North Logistics
HNL-T
Peter Hodson

A modular accommodation company in the oil patch. With all the projects, especially in the oil sands, getting cut and the problems in Fort Mac, they’ve had a pretty rough couple of years. Had a pretty big debt level and were met with declining demand. They cut their dividend twice, and the stock went way, way down. He thinks the worst is over now. Not a bad company. The debt level is still pretty high, higher than he would like. Not a whole lot of growth potential. Thinks it is going to survive the downturn, but it wouldn’t be his favourite.


Price: $2.020
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 TOP PICK High Arctic Energy Services Inc
HWO-T
Peter Hodson

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)


Price: $5.590
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: No
2017-01-18 HOLD Ithaca Energy Inc.
IAE-T
Peter Hodson

This has a stellar project in the UK. They’ve had lots of delays in getting the platform, and basically there was a lot of expectations for them to have a massive increase in cash flow a long time ago. It does look like it is going to hit this year, even with another delay. They’ll probably get production going substantially above previous levels. The stock is very, very cheap. They’ll take the cash flow and bring down debt, and the stock should get re-rated. There is plenty of potential if things go right.


Price: $1.670
Subject: CANADIAN SMALL & MIDCAPS
Bias: UNKNOWN
Owned: Unknown
2017-01-18 PAST TOP PICK Killam Properties Inc
KMP.UN-T
Greg Newman

(A Top Pick Jan 21/16. Up 22.33%.) Had thought the Halifax fundamentals might be turning the corner, which they have. Still trades at a discount to their apartment peers and they are growing faster. Apartment REITs are an asset class you can own in a rising interest rate environment.


Price: $11.960
Subject: CANADIAN DIVIDEND
Bias: BULLISH
Owned: Yes
Showing 1 to 30 of 160,553 entries
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