Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 5, 2015

CEO has just announced he is stepping down and moving up to Executive Chair. The company has been spinning its wheels for well over a decade. Revenue growth and earnings growth have been relatively flat. All that has changed over that time is the multiple. He keeps his eyes firmly on fundamentals, and when he looks at this company, he sees a struggle because a lot of their technology is no longer cutting edge.

Cisco (CSCO-Q)
May 5, 2015

CEO has just announced he is stepping down and moving up to Executive Chair. The company has been spinning its wheels for well over a decade. Revenue growth and earnings growth have been relatively flat. All that has changed over that time is the multiple. He keeps his eyes firmly on fundamentals, and when he looks at this company, he sees a struggle because a lot of their technology is no longer cutting edge.

Gordon Reid
President, GoodReid Investment Counsel
Price
$28.890
Owned
No
COMMENT
COMMENT
May 5, 2015

Healthcare is a great place to complement a portfolio and an obvious place to hedge against the US$ fluctuations. This one is a very, very large insurer. Somewhere around 40 million Americans in the healthcare area. It is a growth area because of the healthcare reform. Public sign-ups are increasing. Recently reported some very strong numbers.

Healthcare is a great place to complement a portfolio and an obvious place to hedge against the US$ fluctuations. This one is a very, very large insurer. Somewhere around 40 million Americans in the healthcare area. It is a growth area because of the healthcare reform. Public sign-ups are increasing. Recently reported some very strong numbers.

Gordon Reid
President, GoodReid Investment Counsel
Price
$154.200
Owned
Yes
TOP PICK
TOP PICK
May 5, 2015

Involved in air emergency evacuation/transportation business. They have 2 models, a community based model and a hospital-based model. An interesting company because it is one of those that you know will do well over the long-term. They have tripled their revenues over the last 10 years, and yet it is kind of lumpy because highly dependent on the weather being okay.

Involved in air emergency evacuation/transportation business. They have 2 models, a community based model and a hospital-based model. An interesting company because it is one of those that you know will do well over the long-term. They have tripled their revenues over the last 10 years, and yet it is kind of lumpy because highly dependent on the weather being okay.

Gordon Reid
President, GoodReid Investment Counsel
Price
$44.370
Owned
Yes
TOP PICK
TOP PICK
May 5, 2015

A play on the housing recovery and is one of those that protect you. If you don’t see housing starts grow dramatically, the renovation market tends to pick up. Very, very well-managed company. ROE is very high, pushing 70%. Expects they will do about $6 a share in 2016. Not terribly expensive and yet has a good growth profile. Dividend yield of 2.18%.

Home Depot (HD-N)
May 5, 2015

A play on the housing recovery and is one of those that protect you. If you don’t see housing starts grow dramatically, the renovation market tends to pick up. Very, very well-managed company. ROE is very high, pushing 70%. Expects they will do about $6 a share in 2016. Not terribly expensive and yet has a good growth profile. Dividend yield of 2.18%.

Gordon Reid
President, GoodReid Investment Counsel
Price
$108.060
Owned
Yes
TOP PICK
TOP PICK
May 5, 2015

A media and content company that owns HBO and CNN. As much as people try to create the idea that content is no longer as important as it once was, the delivery systems are just pipes and can be good investments, but content is going to drive interest. HBO is doing extremely well. Have just come out with an over the top option, a streaming media delivery. Dividend yield of 1.65%.

A media and content company that owns HBO and CNN. As much as people try to create the idea that content is no longer as important as it once was, the delivery systems are just pipes and can be good investments, but content is going to drive interest. HBO is doing extremely well. Have just come out with an over the top option, a streaming media delivery. Dividend yield of 1.65%.

Gordon Reid
President, GoodReid Investment Counsel
Price
$84.450
Owned
Yes
DON'T BUY
DON'T BUY
May 5, 2015

This has done well over the last 5-10 years. Chart shows a breakout that has taken place in late 2014, but then started to flatten off in 2015. This is a stock that has a higher beta than the marketplace. It is economically sensitive. As the market goes down, this is going to go down, and probably more than the market in the long-term. This is not the time to be adding extra beta into your portfolio.

This has done well over the last 5-10 years. Chart shows a breakout that has taken place in late 2014, but then started to flatten off in 2015. This is a stock that has a higher beta than the marketplace. It is economically sensitive. As the market goes down, this is going to go down, and probably more than the market in the long-term. This is not the time to be adding extra beta into your portfolio.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$93.650
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
May 5, 2015

Banks have a couple of seasonal periods. From Oct 10 into the end of the year, which driven by year-end earnings coming out in November. Canadian and US banks do well from January into mid April. We are now past that. He has just exited his position. Chart shows the trading channel is going down. This might be the time to be trimming back.

Banks have a couple of seasonal periods. From Oct 10 into the end of the year, which driven by year-end earnings coming out in November. Canadian and US banks do well from January into mid April. We are now past that. He has just exited his position. Chart shows the trading channel is going down. This might be the time to be trimming back.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$55.640
Owned
No