Latest Expert Opinions

Signal
Opinion
Expert
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 most if a contract got cancelled.

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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 most if a contract got cancelled.

BUY
BUY
July 14, 2014

He is bullish on rail companies. There has been a problem moving the volume of grain. Whenever you hear there is a problem with too many carloads, that has to be good for rail companies. They are moving more oil because pipelines are not being built very quickly. Prospects for Canadian rail companies are pretty good.

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He is bullish on rail companies. There has been a problem moving the volume of grain. Whenever you hear there is a problem with too many carloads, that has to be good for rail companies. They are moving more oil because pipelines are not being built very quickly. Prospects for Canadian rail companies are pretty good.

COMMENT
COMMENT
July 14, 2014

All oil sands companies are facing the same issue, their bad image on environment. They are all spending money ameliorating properties and making things work better. He believes this will be developed and oil will be produced and will get to market. He prefers Suncor (SU-T) because of its vertically integrated operations, and Canadian Natural (CNQ-T) because it is a better operator, and has better holdings. He is positive on the oil sands.

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All oil sands companies are facing the same issue, their bad image on environment. They are all spending money ameliorating properties and making things work better. He believes this will be developed and oil will be produced and will get to market. He prefers Suncor (SU-T) because of its vertically integrated operations, and Canadian Natural (CNQ-T) because it is a better operator, and has better holdings. He is positive on the oil sands.

COMMENT
COMMENT
July 14, 2014

(Market Call Minute.) Reporting tomorrow, and he is looking for pretty strong earnings. Trading activity is down, but lending is up.

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(Market Call Minute.) Reporting tomorrow, and he is looking for pretty strong earnings. Trading activity is down, but lending is up.

BUY WEAKNESS
BUY WEAKNESS
July 14, 2014

(Market Call Minute.) An absolutely stellar performer. Pretty much fully priced right now but still a nice yield. If it drops, people should buy it.

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(Market Call Minute.) An absolutely stellar performer. Pretty much fully priced right now but still a nice yield. If it drops, people should buy it.

COMMENT
COMMENT
July 14, 2014

(Market Call Minute.) So many things going on with this company. So many projects that might, could or should happen. Prefers to get his exposure to pipelines through TransCanada (TRP-T) or Pembina (PPL-T).

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Enbridge (ENB-T)
July 14, 2014

(Market Call Minute.) So many things going on with this company. So many projects that might, could or should happen. Prefers to get his exposure to pipelines through TransCanada (TRP-T) or Pembina (PPL-T).

COMMENT
COMMENT
July 14, 2014

(Market Call Minute.) This will benefit if the US ever gets its act together on its failing infrastructure. The number of bridges, highways and aqueducts, that need to be replaced, are worth trillions of dollars.

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(Market Call Minute.) This will benefit if the US ever gets its act together on its failing infrastructure. The number of bridges, highways and aqueducts, that need to be replaced, are worth trillions of dollars.