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

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Stock Opinions by Ryan Bushell

COMMENT

Recent downtrend on dividend paying stocks has come as a surprise. Believes current valuation of tech stocks is way too high. Would advise against locking into ~5% GIC returns as rates could go higher. Buying small amounts of dividend stocks on downtrend. Soft landing narrative still exists - expecting pain in the markets later this year. ~8% dividend yield on stocks like TCE a very attractive opportunity. Canadian population growth will benefit companies like BCE & Telus.

Unknown
TOP PICK
Fortis Inc.

50 years of dividend increase (longest in Canada). Current share price presenting lots of buying opportunity. ~4% yield + 3-5% dividend growth going forward. Owns shares in the company. Excellent long term pick.

electrical utilities
TOP PICK

Controversial pick, but sticking with the name given fundamentals of company. 2/3 regulated utilities (water) are very attractive assets. Excellent long term value. Assets very hard to replicate. May be one more dividend cut, but believes a good time to buy. 

electrical utilities
TOP PICK
TC Energy

Exposure to natural gas feed stock excellent. Coastal Gas Link completion coming soon. ~8% yield very attractive - does not see it as risky. Very strong assets - hard to replicate.

oil / gas pipelines
PAST TOP PICK
Arc Resources Ltd
(A Top Pick Feb 02/23, Up 40%)

Natural gas prices could peak during the winter. Expecting long term value with LNG coming to fruition. Would expect growth going forward. Likes the stock below $20.


oil / gas
PAST TOP PICK
Telus Corp
(A Top Pick Feb 02/23, Down 19%)

Rising interest rates have put pressure on stock price. Believes stock price is historically cheap. Canadian immigration will see growth in company. Likes company for the long term. Buying shares at the current price.
 

telephone utilities
PAST TOP PICK
Enbridge
(A Top Pick Feb 02/23, Down 16%)

Expecting further growth in the long term (5-10 years). Buying at current price ($43) a great price. Will continue to hold - excellent long term assets. Slightly worried about debt levels - but cash flow is still strong. Ability to raise prices. 

oil / gas pipelines
DON'T BUY
Laurentian Bank

Small Canadian bank that has entered strategic review. No buyer for recent review process is a very bad sign. Concerns about debt levels and credit risk with rising interest rates. Will not recommend buying at this time. Better Canadian banks to buy.

banks
BUY

Likes preferred option with 8-9% yield. Owns shares in company - expecting recovery in next 5 years. ~7% yield is excellent yield. Owns shares and has been buying. 

banks
BUY

Surprised at weakness in share price. Higher interest rates impacting borrowing costs. Positive on future of company. Will be able to pass rising debt costs to customers. Good for long term investors.

Energy Infrastructure, Industrials & Utilities
HOLD

Recent cut in dividend. Not expecting any more dividend cuts going forward. Does not own shares at this time. If already own shares, would recommend keeping. 

REAL ESTATE
HOLD
Cenovus Energy

Egress on heavy oil in Canada a concern. Recent EIA reports on Gasoline demand lower. Would hold at this time. Expecting lower oil prices. Does not own shares. 

oil / gas
HOLD
Manulife Financial

Share price volatility frustrating. Not building value in shares over the long run. Would recommend holding shares. ~5% yield in shares attractive. Owns shares in company. 

insurance
HOLD
Whitecap Resources

Population growth Canada does affect energy stocks too much. Global demand more important for energy prices. China weakness in real estate a concern. Potential for recession also a concern. Expecting $70-$90 price going forward. Does not own shares in company. Hard to predict future of company. 

Oil and Gas (Integrated Oils)
BUY ON WEAKNESS
Bank of Nova Scotia

Sees downside on stock if hard landing and rising interest rates. Not expecting a major economic meltdown. Leadership not very strong the past 10 years. Hoping new management will turn the bank around. $50 share price a good place to buy. Owns small amount of shares. 

banks
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