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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 Zachary Curry

COMMENT

Believes interest rates will take longer than expected to fall. A strong US economy, falling inflation and low unemployment stats point towards no need to cut interest rates. Risk of inflation rearing its head is high if rates are cut too soon. Upcoming corporate earnings & inflation numbers will be most indicative of economy going forward. Strong 4th quarter earnings in 2023 also builds case for steady interest rates. If investors focus on quality management teams with strong balance sheets - they will be rewarded. 

Unknown
PARTIAL BUY
Cisco

Business doesn't have A.I. tech, but management team and balance sheet are strong. Overall, a decent company. Demand for hardware still strong. 

electrical / electronic
HOLD
American Express

Good company with strong management team and balance sheet. Falling interest rates will be good the for the business. Spending strong with consumers. Savings rates will remain steady with consumers as well. Good with holding company for the long term. 

investment companies / funds
HOLD
TD Bank

Caught in anti-money laundering cross hairs issue. Very strong overall on the retail side - especially in the USA. Quality business that is a good hold for the long term investor. Strong brand name in Canada. 

Financial Services
BUY ON WEAKNESS

Excellent business, but valuation of stock price is high. Amazing management of business with own processes that keep prices low for customers. Is excellent for long term holders to buy (5+ years). Membership fee allows company to weather ups and downs of retail. 

department stores
BUY ON WEAKNESS
LuLulemon Athletica

A volatile name, but excellent products. Historically, can be expensive name to own (valuation high). Overall, is a good retail name to own for the long term. Strong retail footprint across North America. Expanding product line into shoes etc. 

clothing stores
BUY
Toyota

Business performing well. Has taken a measured approach to EV adoption. Slowly getting into EV sales, but doing so strategically. Excellent cars that last a long time. Brand name very strong in North America. 

Automotive
BUY
Pfizer Inc

Currently - stock is at a low price which presents a good buying opportunity. Excellent R&D department. Lots of products coming to the market. Dividend is able to help returns too. Obesity drugs also adding to bottom line (trendy product). 

biotechnology / pharmaceutical
PARTIAL BUY
Shopify Inc.

Difficult to value in the short term, but overall a strong brand name and company. Valuation is very high, but earnings not steady. Company still proving itself. Very strong supplier of infrastructure in eCommerce space. Question of strength of business vs. stock performance. Value proposition of helping small business online - very attractive. 

0
COMMENT

Outlook for company positive. About to close HBSC Canada acquisition. Will realize synergies from HSBC deal. Last quarter earnings strong. Wealth management business very strong too. Question is whether interest rates will go up or down (impacts bank business in lending etc.) Solid dividend paid to shareholders in the meantime. 

Financial Services
PAST TOP PICK
Tourmaline Oil Corp
(A Top Pick Nov 09/23, Down 8%)

Overall, excellent company with very strong leadership. Canada's #1 natural gas producer. Weak natural gas prices difficult, but overall a great business. Excellent assets that are best in class. LNG agreements will also allow more selling points (higher income). Recent Bonavista deal  very strong. Tax pools and hedging strategy also add to bottom line. Debt levels less than 1x cash flow (very good level). Dividends steady, and also pays a special dividend (~11%). Will continue to own shares. 

oil / gas
PAST TOP PICK
(A Top Pick Nov 09/23, Up 41%)

Very high margin business with strong management team. Very good at capital allocation. Recent stock price at all time high. 2024 looking to be strong year in M&A field. Earnings grew in 2023. Organic grown and margins increasing. Very disciplined management team. 

computer software / processing
PAST TOP PICK
Bank of America
(A Top Pick Nov 09/23, Up 14%)

Performance of bank steadily increasing as interest rate fears decrease. Loan loss provisions not a concern. Net interest income steady. Good name to own for the long term. Will continue to own. 

banks
DON'T BUY
Emera Inc

Return on capital predictable, but replacement cost of assets very high. Good for defensive investors, but not going to appreciate capital at high rate. Lots of capital required to grow business creates situation of low returns. Politicians and consumers putting pressure on margins of business. Falling interest rates good for the business (high debt load in business). Overall, better options for investors out there. 

Utilities
PARTIAL BUY

Very prominent brand (visible across Canada). Stock performance strong. High debt levels a concern. Unsure of future business given leverage. If debt falls, would expect better returns. Cheapest valuation in waste management space, however investors have to weigh risk of debt levels. Earnings very stable (sticky customers) with steady demand. 

environmental
Showing 1 to 15 of 862 entries