Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 14, 2014

(A Top Pick July 15/13. Up 12.99%.) Likes this because of its size, its stability and its basic business practice, i.e., you buy a big building, rent it out for 20 years, mortgage it for 20 years, and live off the spread. Feels the stock is worth $25-$26.

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(A Top Pick July 15/13. Up 12.99%.) Likes this because of its size, its stability and its basic business practice, i.e., you buy a big building, rent it out for 20 years, mortgage it for 20 years, and live off the spread. Feels the stock is worth $25-$26.

DON'T BUY
DON'T BUY
July 14, 2014

A lot of people think this is the smartest bank in the US, and this is why the stock has done so well. It may have done too well as the stock has had a tremendous move this year. Feels it is fully priced.

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Wells Fargo (WFC-N)
July 14, 2014

A lot of people think this is the smartest bank in the US, and this is why the stock has done so well. It may have done too well as the stock has had a tremendous move this year. Feels it is fully priced.

BUY
BUY
July 14, 2014

The thought is, if you buy lifcos now, and interest rates go up, they’ll make more on their bonds, then they will reap profits and you’ll be rewarded. The problem is, nobody knows when that is going to happen. This is not a bad bet.

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Metlife (MET-N)
July 14, 2014

The thought is, if you buy lifcos now, and interest rates go up, they’ll make more on their bonds, then they will reap profits and you’ll be rewarded. The problem is, nobody knows when that is going to happen. This is not a bad bet.

DON'T BUY
DON'T BUY
July 14, 2014

Thinks of this as a chronic under performer in terms of its operations. Made a big acquisition in the US, and the jury is kind of out on it. The 1st couple of quarters looked really great, but on analysis, it turned out that it was a reversal of loan losses on the portfolio.

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Thinks of this as a chronic under performer in terms of its operations. Made a big acquisition in the US, and the jury is kind of out on it. The 1st couple of quarters looked really great, but on analysis, it turned out that it was a reversal of loan losses on the portfolio.

DON'T BUY
DON'T BUY
July 14, 2014

Has always considered this to be the worst managed bank in Canada. Doesn’t see anything that really distinguishes this.

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Has always considered this to be the worst managed bank in Canada. Doesn’t see anything that really distinguishes this.

COMMENT
COMMENT
July 14, 2014

The problem you have with companies when they come to market is that you don’t have a lot of experience, and you don’t know what is going to happen. This one had an unfortunate event in the spring. Doesn’t see enough about this that makes it attractive for his kind of buying.

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Avigilon Corp (AVO-T)
July 14, 2014

The problem you have with companies when they come to market is that you don’t have a lot of experience, and you don’t know what is going to happen. This one had an unfortunate event in the spring. Doesn’t see enough about this that makes it attractive for his kind of buying.

COMMENT
COMMENT
July 14, 2014

For long-term investing are you better off with Raytheon (RTN-N) or United Technologies (UTX-N)? These both have the same kind of exposure with a lot of defence industry exposure. The problem with the defence industry is that has it has been either a feast or famine, and he wouldn’t know which one would get hurt the most if a contract got cancelled.

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Raytheon (RTN-N)
July 14, 2014

For long-term investing are you better off with Raytheon (RTN-N) or United Technologies (UTX-N)? These both have the same kind of exposure with a lot of defence industry exposure. The problem with the defence industry is that has it has been either a feast or famine, and he wouldn’t know which one would get hurt the most if a contract got cancelled.