Latest Expert Opinions

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COMMENT
COMMENT
September 10, 2013

Pays a good dividend, which is sustainable because of the amount of cash that they hold. Product announcements are coming out currently and if you own, you could hold for a while. She has stepped out of the whole hardware device space because there is a lot of change going on and it is getting very competitive.

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Apple (AAPL-Q)
September 10, 2013

Pays a good dividend, which is sustainable because of the amount of cash that they hold. Product announcements are coming out currently and if you own, you could hold for a while. She has stepped out of the whole hardware device space because there is a lot of change going on and it is getting very competitive.

HOLD
HOLD
September 10, 2013

Very high quality life insurance company. Never had the issues with market sensitivity that the others had. Very safe name. 4% dividend increases over time.

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Great West Lifeco (GWO-T)
September 10, 2013

Very high quality life insurance company. Never had the issues with market sensitivity that the others had. Very safe name. 4% dividend increases over time.

COMMENT
COMMENT
September 10, 2013

Very mature power electric company. Recently spun out their renewable power portfolio. Good yield of 8.4% which she thinks is safe. Doesn’t see a lot of growth in the dividend.

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Transalta Corp (TA-T)
September 10, 2013

Very mature power electric company. Recently spun out their renewable power portfolio. Good yield of 8.4% which she thinks is safe. Doesn’t see a lot of growth in the dividend.

PARTIAL SELL
PARTIAL SELL
September 10, 2013

If you own, she would take some profits. Even though the auto industry in the US is recovering, it is a cyclical. You have to remember that the Japanese manufacturers, who have the benefit of a depreciating yen, could get more price aggressive.

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Ford Motor (F-N)
September 10, 2013

If you own, she would take some profits. Even though the auto industry in the US is recovering, it is a cyclical. You have to remember that the Japanese manufacturers, who have the benefit of a depreciating yen, could get more price aggressive.

DON'T BUY
DON'T BUY
September 10, 2013

Not only do they have exposure to the gold price, but they have not made astute acquisitions in the last few years. She feels you should have some gold exposure, but prefers Goldcorp (G-T) where she can see a clear path to their production and growth over the next 4-5 years.

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Kinross Gold (K-T)
September 10, 2013

Not only do they have exposure to the gold price, but they have not made astute acquisitions in the last few years. She feels you should have some gold exposure, but prefers Goldcorp (G-T) where she can see a clear path to their production and growth over the next 4-5 years.

COMMENT
COMMENT
September 10, 2013

Good high quality name. Interest sensitive so the recent decline has been because of higher rates. Also, going through some regulatory hearings so there is a perception that the large ROE may come down, which would decrease the cash flow somewhat. Doesn’t see a lot of growth in this one right now. Dividend is safe.

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Fortis Inc. (FTS-T)
September 10, 2013

Good high quality name. Interest sensitive so the recent decline has been because of higher rates. Also, going through some regulatory hearings so there is a perception that the large ROE may come down, which would decrease the cash flow somewhat. Doesn’t see a lot of growth in this one right now. Dividend is safe.

COMMENT
COMMENT
September 10, 2013

Growth has been very sluggish and is being replaced by tablets, etc. Have a new chip coming out and that may be a catalyst. They have 80%+ share and it’s difficult for them to grow in an environment where the economy has been slow and the market for PCs and laptops has been really negative.

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Intel (INTC-Q)
September 10, 2013

Growth has been very sluggish and is being replaced by tablets, etc. Have a new chip coming out and that may be a catalyst. They have 80%+ share and it’s difficult for them to grow in an environment where the economy has been slow and the market for PCs and laptops has been really negative.