Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 30, 2015

Some of the auto companies are starting to break out and do better. He thinks this one will pull back in and follow the sector.

Magna Int'l. (A) (MG-T)
April 30, 2015

Some of the auto companies are starting to break out and do better. He thinks this one will pull back in and follow the sector.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$60.800
Owned
No
BUY
BUY
April 30, 2015

Packaging stocks would normally do well in this economy. There have been so few opportunities in Canada with the commodities the way they are, and so money moved to the non-resource areas. It will turn down when the market turns down.

Packaging stocks would normally do well in this economy. There have been so few opportunities in Canada with the commodities the way they are, and so money moved to the non-resource areas. It will turn down when the market turns down.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$138.710
Owned
No
SELL
SELL
April 30, 2015

It is facing some headwinds. Get some cash from it and reallocate it. There will be headwinds in this sector because of crop successes recently. The farmers need the cash in their pockets to invest heavily in fertilizer.

It is facing some headwinds. Get some cash from it and reallocate it. There will be headwinds in this sector because of crop successes recently. The farmers need the cash in their pockets to invest heavily in fertilizer.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$39.400
Owned
Yes
BUY
BUY
April 30, 2015

Last year Europe was not too hot and China was undergoing its metamorphosis. China has now caught up and money is flowing into this. It is situated in a growth area of the world. Spinning out the UK retail franchise and moving head office could be catalysts.

Last year Europe was not too hot and China was undergoing its metamorphosis. China has now caught up and money is flowing into this. It is situated in a growth area of the world. Spinning out the UK retail franchise and moving head office could be catalysts.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$49.630
Owned
Yes
DON'T BUY
DON'T BUY
April 30, 2015

ADRs. They are US dollar denominated. You either have a currency tailwind or headwind. Last year it was a tailwind. It also harms earnings. If the earnings are off shore and US dollar is strong, exports are hampered. It was an off quarter for Honda. Toyota has done a better job in the last year at getting things sold. He prefers the ones they own – F-N and TTM-N.

ADRs. They are US dollar denominated. You either have a currency tailwind or headwind. Last year it was a tailwind. It also harms earnings. If the earnings are off shore and US dollar is strong, exports are hampered. It was an off quarter for Honda. Toyota has done a better job in the last year at getting things sold. He prefers the ones they own – F-N and TTM-N.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$33.530
Owned
No
HOLD
HOLD
April 30, 2015

They are a really well run group. If they raise money they have a good idea of what they are going to do with the money. It has been consistently good so stay in it.

They are a really well run group. If they raise money they have a good idea of what they are going to do with the money. It has been consistently good so stay in it.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$64.970
Owned
No
DON'T BUY
DON'T BUY
April 30, 2015

Totally dependent on the gold price. We are seeing some of the leading stocks breaking out of base formations, so this is a good sign. In the last week or so we are seeing this. He has G-T and SLW-T

Kinross Gold (K-T)
April 30, 2015

Totally dependent on the gold price. We are seeing some of the leading stocks breaking out of base formations, so this is a good sign. In the last week or so we are seeing this. He has G-T and SLW-T

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$2.930
Owned
No