Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 10, 2014

Do you think entrants in the wireless spectrum auction will be a threat? It is a threat, but in the past it hasn’t tended to hit them too hard. More competition would benefit the sector. There are a lot of other factors such as the cable side with government regulation coming in and trying to break that a little. Dividend is hugely attractive in this low rate environment. If you own, you could continue to Hold, but just be aware that in the cell phone space and the cable space there could be some negative shocks to come.

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BCE Inc. (BCE-T)
July 10, 2014

Do you think entrants in the wireless spectrum auction will be a threat? It is a threat, but in the past it hasn’t tended to hit them too hard. More competition would benefit the sector. There are a lot of other factors such as the cable side with government regulation coming in and trying to break that a little. Dividend is hugely attractive in this low rate environment. If you own, you could continue to Hold, but just be aware that in the cell phone space and the cable space there could be some negative shocks to come.

DON'T BUY
DON'T BUY
July 10, 2014

Doesn’t think you are going to get a lot of growth out of this. Cigarettes are on the downturn. This is a cash flow income investment, and in this low rate environment, it will find winners. From a growth point of view, no. It is pretty clear that over time, your capital will go down.

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Doesn’t think you are going to get a lot of growth out of this. Cigarettes are on the downturn. This is a cash flow income investment, and in this low rate environment, it will find winners. From a growth point of view, no. It is pretty clear that over time, your capital will go down.

HOLD
HOLD
July 10, 2014

One of his favourite sectors is the healthcare space. He prefers the equipment side, but this is a very well run company with a superb history. A lot of their products are geared towards the consumer, which is a little more stable.

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One of his favourite sectors is the healthcare space. He prefers the equipment side, but this is a very well run company with a superb history. A lot of their products are geared towards the consumer, which is a little more stable.

DON'T BUY
DON'T BUY
July 10, 2014

Scratched his head a little bit on their last acquisition in the Eagleford. They tend to pay out a fair bit, which he feels could pose some problems when they borrow or issue new shares. Feels there could be better companies out there. (See Top Picks.)

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Scratched his head a little bit on their last acquisition in the Eagleford. They tend to pay out a fair bit, which he feels could pose some problems when they borrow or issue new shares. Feels there could be better companies out there. (See Top Picks.)

BUY
BUY
July 10, 2014

Very well-run bank. Tend to focus on the consumer. There is a great deal of stability in the US.

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Wells Fargo (WFC-N)
July 10, 2014

Very well-run bank. Tend to focus on the consumer. There is a great deal of stability in the US.

COMMENT
COMMENT
July 10, 2014

Likes their style. Strong balance sheet. Good exploration and good cash flow. (See Top Picks.)

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Likes their style. Strong balance sheet. Good exploration and good cash flow. (See Top Picks.)

COMMENT
COMMENT
July 10, 2014

Recently acquired Wild Flavorings, food additives, but the acquisition didn’t really do much. With the global weather and the droughts, food and grain prices are up and down. This kind of company is not universally liked, but the product they sell and make, will continue to do well over time. Over the long run, you are going to see more names like this, and he could definitely see holding a position in this company.

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Recently acquired Wild Flavorings, food additives, but the acquisition didn’t really do much. With the global weather and the droughts, food and grain prices are up and down. This kind of company is not universally liked, but the product they sell and make, will continue to do well over time. Over the long run, you are going to see more names like this, and he could definitely see holding a position in this company.