Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Bill Harris, CFA

COMMENT

Prefers hard asset (real estate & infrastructure) style business models vs. expensive tech style companies.
Consistent business models good for investors in the long term.
Higher interest rates hard on asset heavy business models, but eventually things will even out.
Waiting for real estate & infrastructure stocks to get cheaper before buying.
Rising deficit in USA a big concern with higher interest rates.


Unknown
TOP PICK
Cenovus Energy

2027 bond issue specifically.
Good if economy enters into a recession.
Expecting short terms rates to go down.
~6% yield is very safe.
Energy space very strong. 

oil / gas
TOP PICK

Likes business due to hard assets.
Cyclical business - but demand growing.
High rate of return on capital.
Not expensive at current share price.
Good for long term investors. 

food processing
TOP PICK

Unique business plan.
Pool of money that collects dependable income.
Worst case - can collect underlying real estate. 
High yield being paid on shares.

Financial Services
PAST TOP PICK
BCE Inc.
(A Top Pick Feb 09/23, Down 6%)

Higher interest rates hard on business.
Good for long term investors. 
Will keep shares in company.
Demand for phone products very high.
Consistent dividend.

telephone utilities
PAST TOP PICK
Atkore
(A Top Pick Feb 09/23, Up 7%)

Beneficiary of Re-shoring of manufacturing in USA.
Hard assets valuable.
Good for long term investors.
USA investment in infrastructure assets good for company.
Will continue to own shares. 

INDUSTRIAL PRODUCTS
PAST TOP PICK
Gibson Energy
(A Top Pick Feb 09/23, Down 11%)

Energy assets valuable.
Under appreciated business.
Current share price undervalued.
Expansion into Gulf of Mexico a good long term decision.
Expecting a $20 share price.
High dividend yield not a concern.

pipelines
BUY ON WEAKNESS
Northland Power Inc

Higher interest rates weighing down share price. 
Demand for electricity rising.
Business model looks safe.
Good hard assets for long term investor.

Utilities
DON'T BUY
Manulife Financial

Very complicated business model.
Difficult to determine long term prospects of business.
Higher interest rates usually good for insurance, but not panning out.
Better names within sector to invest in.

insurance
BUY
Baytex Energy Corp

Likes prospects of energy business right now.
Expansion into Texas a good addition to inventory.
Current share price undervalued.
TMX pipeline expansion will be good for business. 

oil / gas
BUY ON WEAKNESS
Enbridge

Historically a good business to invest in.
Size of company making it difficult to earn large returns.
Higher debt load a concern.
If share price falls, would invest.
Current share price too high.
Legacy assets are valuable.


oil / gas pipelines
HOLD

Assets valuable - not building any more railroads.
Prefers CP Rail.
Buy on weakness.
Good for long term investors if willing to hold for long period of time. 

Transportation
HOLD
TC Energy

Excellent job in diversifying business.
Capital expansion program worrisome for investors.
Higher interest rates hard on business.
Building new assets difficult in Canada.
Oil pipeline spin-out would be a good investment.

oil / gas pipelines
BUY

Very good company with excellent management team.
Expecting strength in energy industry.
Historically a very good capital allocation process.
Permian production peaking sooner than thought (good for oil prices).
Waiting for shares to rise further before selling.
Very safe dividend yield. 

oil / gas
BUY ON WEAKNESS
Emera Inc

Great Canadian company.
Hard assets, but current share price too high.
Waiting for share price to fall ~$10.
Very safe dividend. 

Utilities
Showing 1 to 15 of 1,571 entries