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Stockchase compiles comments that experts make about stocks every day and helps you review how companies are thought of by investment experts. Sign up to get the latest news by email.

Stocks In The News

Daily Market Highlights

Thomson Reuters Corp
21/Jun
Thomson Reuters Corp to acquire audit services firm Confirmation
Canopy Growth Corp.
21/Jun
Canopy Growth Corp. revenues above expectations + big loss
Slack
21/Jun
Slack : analysts very positive but not a buy just yet
Canopy Growth Corp.
20/Jun
Canopy Growth Corp. shareholders approve acquisition of Acreage
Slack
20/Jun
Slack debuts on NYSE; +57%

Latest Stock Opinions and Top Picks from Market Call Guests

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Today's Market Outlook

Fri
Jun 21
All US stocks vs. GDP since 1971 to determine whether the value of the whole market is supported by underlying economic growth: there were peaks in 1999 (dot-com bubble), 2007 (before the crash) and especially now which is extremely high. This means we are at elevated levels, so we need to be cautious. Caution is necesarry. Also, growth has outperformed value for a decade. Before then, they were basically in line (based on the Russell 1000 growth vs. Russell 1000 value charts). He's looking for value in companies that are still growing modestly below 10x earnings and growing in dividends because their cash flows are still growing.
Signal
Opinion
Expert
HOLD
HOLD
June 21, 2019
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
It has done phenomenally well. There are high expectations of them still buying companies. If you're a long-term holder, don't sell, but taking light profits is not a bad idea. It's had a monster run in the past year. ATD plans to grow their presence in North America and Europe.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$82.600
Owned
Unknown
COMMENT
COMMENT
June 21, 2019
Or buy gold itself? He's not a gold bug. FNV is unique because it is a gold royalty company and not concerned with the daily price of gold. It's better to own this than actual physical gold, because it's less volatile, untouched by geopolitical headlines. Otherwise, invest outside gold.
Or buy gold itself? He's not a gold bug. FNV is unique because it is a gold royalty company and not concerned with the daily price of gold. It's better to own this than actual physical gold, because it's less volatile, untouched by geopolitical headlines. Otherwise, invest outside gold.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$110.600
Owned
No
HOLD
HOLD
June 21, 2019
A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.
A tremendous holding since their IPO. Now, there's a lot of scrutiny in the tech space as the US government investigates the tech giants to clean up YouTube searches. This is a slight caution, but at the end of the day advertisers won't abandon YouTube. Hold.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$1121.880
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
June 21, 2019
He doesn't follow the Chinese stocks much. The decline in this and Alibaba stem from ongoing trade tensions, blocked from growing by the U.S. So, once the trade war ends then Tencent will revive. You can buy this long-term.
He doesn't follow the Chinese stocks much. The decline in this and Alibaba stem from ongoing trade tensions, blocked from growing by the U.S. So, once the trade war ends then Tencent will revive. You can buy this long-term.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$354.400
Owned
No
DON'T BUY
DON'T BUY
June 21, 2019
He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.
Twitter, Inc (TWTR-N)
June 21, 2019
He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$35.020
Owned
No
BUY
BUY
June 21, 2019
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
CitiGroup (C-N)
June 21, 2019
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$67.970
Owned
Yes
HOLD
HOLD
June 21, 2019
Why is it flat despite impressive metrics? Yes, he's frustrated too. Why is it flat? MFC remains a show-me story. MFC needs to right the ship in annuities. True, Asia is their growth engine, but MFC needs a higher yield curve; rates are flat or lowering. So, this hurts all lifecos as well as banks. That said, MFC pays a good dividend and it's cheap, so he continues to hold it. Over time, investors will get rewarded, but until then, you will be rewarded by that dividend. MFC is pushing its investment service. Also, they will bring their asset management expertise in India in a new joint venture and this will let them pick up more assets to manage and develop into a new growth engine in the next 20 years.
Why is it flat despite impressive metrics? Yes, he's frustrated too. Why is it flat? MFC remains a show-me story. MFC needs to right the ship in annuities. True, Asia is their growth engine, but MFC needs a higher yield curve; rates are flat or lowering. So, this hurts all lifecos as well as banks. That said, MFC pays a good dividend and it's cheap, so he continues to hold it. Over time, investors will get rewarded, but until then, you will be rewarded by that dividend. MFC is pushing its investment service. Also, they will bring their asset management expertise in India in a new joint venture and this will let them pick up more assets to manage and develop into a new growth engine in the next 20 years.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$23.850
Owned
Yes
BUY
BUY
June 21, 2019
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$127.230
Owned
Unknown
COMMENT
COMMENT
June 21, 2019
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
BAC vs. Citigroup if a recession happens He owns both, but he prefers Citigroup, because it has a lower valuation, trading below tangible book value and pays a higher dividend. Citi is viewed as an international bank, whereas BAC is viewed as American. The upside is better at Citi in the coming years.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$28.120
Owned
Yes
DON'T BUY
DON'T BUY
June 21, 2019
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
FSV vs. CIGI He prefers First Service, which is less volatile and more sustainable. Colliers just let go of their head of real estate for misbehaviour, so there's management turmoil. In a recession, Colliers will get hit harder, because there will be fewer transactions in commercial real estate, which is Colliers' business.
John Kim
Portfolio Manager, Aston Hill Financial
Price
$93.040
Owned
No