Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
July 24, 2014

They have strong production growth. New technologies are lowering the cost of production. They will probably lower their cost of production over the next 5 years. A great play on growth in production.

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They have strong production growth. New technologies are lowering the cost of production. They will probably lower their cost of production over the next 5 years. A great play on growth in production.

BUY
BUY
July 24, 2014

Canadian banks are behaving better than any banks in the world and TD is the best in Canada. This one is very well set up. So long as they continue to generate the numbers, he would hesitate selling it, thinking it is hitting a peak. He prefers asset management companies but would hold this bank.

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Canadian banks are behaving better than any banks in the world and TD is the best in Canada. This one is very well set up. So long as they continue to generate the numbers, he would hesitate selling it, thinking it is hitting a peak. He prefers asset management companies but would hold this bank.

PARTIAL SELL
PARTIAL SELL
July 24, 2014

Thinks gold got sold out as a sector and had a good bounce over the few months. He looks at it as a not a long term shift. He would not focus on this group. Don’t add gold holdings but lighten them up.

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Thinks gold got sold out as a sector and had a good bounce over the few months. He looks at it as a not a long term shift. He would not focus on this group. Don’t add gold holdings but lighten them up.

PAST TOP PICK
PAST TOP PICK
July 24, 2014

(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward. Have an increasing opportunity to grow the business. He would focus more on biotech, but the whole sector has been performing well.

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(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward. Have an increasing opportunity to grow the business. He would focus more on biotech, but the whole sector has been performing well.

PAST TOP PICK
PAST TOP PICK
July 24, 2014

(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts. It is a big deal that Ford turned around Europe. This is a great business with 8-9% margins. No problem owning the stock. Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down. Financing is readily available.

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Ford Motor (F-N)
July 24, 2014

(Top Pick Jul. 11/13, Up 8.45%) He focused in the last while on parts. It is a big deal that Ford turned around Europe. This is a great business with 8-9% margins. No problem owning the stock. Consumers have more free cash flow than in over 10 years because interest rates have come down and inflation in food has come down. Financing is readily available.

PAST TOP PICK
PAST TOP PICK
July 24, 2014

(Top Pick Jul. 11/13, Up 20.25%) He continues to see secular growth with online retailing. 25% year over year revenue growth. You could own this as a proxy on online retail.

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Amazon.com (AMZN-Q)
July 24, 2014

(Top Pick Jul. 11/13, Up 20.25%) He continues to see secular growth with online retailing. 25% year over year revenue growth. You could own this as a proxy on online retail.

BUY
BUY
July 24, 2014

Energy infrastructure is in the middle of a very long revaluation vs. history. Because of the boom in production, they have had nice growth in cash and dividend. They will continue to grow it 8-10% a year. Lots of opportunities to grow. Will continue to expand in valuation.

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Keyera Corp (KEY-T)
July 24, 2014

Energy infrastructure is in the middle of a very long revaluation vs. history. Because of the boom in production, they have had nice growth in cash and dividend. They will continue to grow it 8-10% a year. Lots of opportunities to grow. Will continue to expand in valuation.