Latest Expert Opinions

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TOP PICK
TOP PICK
December 17, 2013

A value play and an income play. The biggest spread between real property and REITs. 7.09% yield. Up 1% since last year.

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A value play and an income play. The biggest spread between real property and REITs. 7.09% yield. Up 1% since last year.

HOLD
HOLD
December 17, 2013

Held this one through the entire fall from $29. He is comfortable now being back as a buyer of REITs. This is the largest REIT and the largest retail REIT in Canada. Excellent dividend yield. Well managed.

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Held this one through the entire fall from $29. He is comfortable now being back as a buyer of REITs. This is the largest REIT and the largest retail REIT in Canada. Excellent dividend yield. Well managed.

BUY
BUY
December 17, 2013

There are some positive tailwinds, as well as some negative issues in the energy space. The situation going on in China is rolling back directly to what is going to be happening in the Canadian space. China is very complicated and not well understood. Looks like things are stabilizing and getting better. The massive US new found renaissance of energy independence is also creating a bit of a headwind. Differentials between the Canadian oil patch space and crude has caused a bit of an issue. With the Cdn$ coming down, valuations are very interesting. Technically stocks are starting to break out but he is solidly neutral on the whole space. You should be safe with this one.

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There are some positive tailwinds, as well as some negative issues in the energy space. The situation going on in China is rolling back directly to what is going to be happening in the Canadian space. China is very complicated and not well understood. Looks like things are stabilizing and getting better. The massive US new found renaissance of energy independence is also creating a bit of a headwind. Differentials between the Canadian oil patch space and crude has caused a bit of an issue. With the Cdn$ coming down, valuations are very interesting. Technically stocks are starting to break out but he is solidly neutral on the whole space. You should be safe with this one.

BUY
BUY
December 17, 2013

Very good valuation, probably better than the Canadian lifecos. You are in good shape owning this.

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Metlife (MET-N)
December 17, 2013

Very good valuation, probably better than the Canadian lifecos. You are in good shape owning this.

WATCH
WATCH
December 17, 2013

Suffering from tax loss selling right now. Business is well known and well understood and run by pretty talented people. You have to get technical and ignore the fundamentals. He would not recommend buying this until it starts to break out.

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Suffering from tax loss selling right now. Business is well known and well understood and run by pretty talented people. You have to get technical and ignore the fundamentals. He would not recommend buying this until it starts to break out.

COMMENT
COMMENT
December 17, 2013

Mutual fund business is facing a lot of competition from ETFs, which are growing very, very rapidly. This is still pretty much a passive investment approach. He is a big believer in active management. This is the 2nd or 3rd largest independent mutual fund, so you have a couple of things that could occur. There could be consolidation in the industry. Dividend is good.

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Mutual fund business is facing a lot of competition from ETFs, which are growing very, very rapidly. This is still pretty much a passive investment approach. He is a big believer in active management. This is the 2nd or 3rd largest independent mutual fund, so you have a couple of things that could occur. There could be consolidation in the industry. Dividend is good.

HOLD
HOLD
December 17, 2013

This is a stock he would want to own going forward. Released a lot of their reserves and a lot of their guaranteed programs are coming back on side. Guarantees that they have had to keep for individual investors are now looking a lot better. Has a lot of momentum.

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This is a stock he would want to own going forward. Released a lot of their reserves and a lot of their guaranteed programs are coming back on side. Guarantees that they have had to keep for individual investors are now looking a lot better. Has a lot of momentum.