Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 8, 2013

He had to pull back his weighting by a third, but this has been a fabulous group to be in. The cash flow growth and dividend growth should be 4-5 times the rate of growth of GDP. We have a shortage of energy infrastructure. He wouldn’t be concerned unless it broke $53. The US had the lowest oil imports in the last 6 months for the last 16 years.

Keyera Corp (KEY-T)
August 8, 2013

He had to pull back his weighting by a third, but this has been a fabulous group to be in. The cash flow growth and dividend growth should be 4-5 times the rate of growth of GDP. We have a shortage of energy infrastructure. He wouldn’t be concerned unless it broke $53. The US had the lowest oil imports in the last 6 months for the last 16 years.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$58.600
Owned
Yes
DON'T BUY
DON'T BUY
August 8, 2013

Weakness in May/June from interest rate fears. Then there was the threat of Verizon and we will see if that happens. He went to a near zero weight in favour of other sectors.

BCE Inc. (BCE-T)
August 8, 2013

Weakness in May/June from interest rate fears. Then there was the threat of Verizon and we will see if that happens. He went to a near zero weight in favour of other sectors.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$41.900
Owned
No
DON'T BUY
DON'T BUY
August 8, 2013

A wonderful company. Have the most shareholder friendly policies but you are fighting a headwind in the sector.

Telus Corp (T-T)
August 8, 2013

A wonderful company. Have the most shareholder friendly policies but you are fighting a headwind in the sector.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$30.630
Owned
No
BUY WEAKNESS
BUY WEAKNESS
August 8, 2013

Finances businesses in exchange for a royalty stream. A great investment. They have a good record of great investments across a number of industries. Keep picking away at it.

Alaris Royalty (AD-T)
August 8, 2013

Finances businesses in exchange for a royalty stream. A great investment. They have a good record of great investments across a number of industries. Keep picking away at it.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$33.980
Owned
Unknown
BUY
BUY
August 8, 2013

Good strong management team did a good job of growing the business. Benefits from a steadily improving economy. 2.3% dividend that will grow.

Good strong management team did a good job of growing the business. Benefits from a steadily improving economy. 2.3% dividend that will grow.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$25.360
Owned
Unknown
HOLD
HOLD
August 8, 2013

Nothing wrong with it. Great assets in Canada and the US. The one he likes to own in Canada but focuses on the US right now. Prefers BAC-N.

Toronto Dominion (TD-T)
August 8, 2013

Nothing wrong with it. Great assets in Canada and the US. The one he likes to own in Canada but focuses on the US right now. Prefers BAC-N.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$87.120
Owned
Yes
BUY
BUY
August 8, 2013

It is the best US bank and getting better. Continue to take market share.

It is the best US bank and getting better. Continue to take market share.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$54.830
Owned
Yes