Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 11, 2016

Rate Reset Preferred. The yield is taxed as a dividend. It becomes very important what the Bank of Canada Rate is as it comes near a date for reset. That is where the risk is.

Toronto Dominion (TD-T)
January 11, 2016

Rate Reset Preferred. The yield is taxed as a dividend. It becomes very important what the Bank of Canada Rate is as it comes near a date for reset. That is where the risk is.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$51.390
Owned
Unknown
BUY
BUY
January 11, 2016

He has been looking closely at it for about 8 months. He will be buying it in the near future. You could call it consumer discretionary, but it is not overly cyclical. They have done a great job with the products they have put in the store. The balance sheet looks good.

He has been looking closely at it for about 8 months. He will be buying it in the near future. You could call it consumer discretionary, but it is not overly cyclical. They have done a great job with the products they have put in the store. The balance sheet looks good.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$201.000
Owned
No
PARTIAL SELL
PARTIAL SELL
January 11, 2016

It is difficult to predict where the consumer is going to channel their preferences. With a slowdown, consumer sensitive stocks have more risk than they ever have. He would consider trimming your position.

It is difficult to predict where the consumer is going to channel their preferences. With a slowdown, consumer sensitive stocks have more risk than they ever have. He would consider trimming your position.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$17.200
Owned
No
BUY
BUY
January 11, 2016

The share price has been really beaten up over the last two weeks. It has been painted by the brush that has affected anything in the energy space. This is one of the few paces he has exposure in the space. It is the least risky. The barrier to entry is quite high so they have competitive advantage. You are being paid to be here.

Enbridge (ENB-T)
January 11, 2016

The share price has been really beaten up over the last two weeks. It has been painted by the brush that has affected anything in the energy space. This is one of the few paces he has exposure in the space. It is the least risky. The barrier to entry is quite high so they have competitive advantage. You are being paid to be here.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$44.330
Owned
Yes
DON'T BUY
DON'T BUY
January 11, 2016

It is a higher beta name. It has had great EPS growth over the last 5 years. Several years ago they cut their dividend and are not out of the penalty box yet. They feel the pressure more than the other banks.

It is a higher beta name. It has had great EPS growth over the last 5 years. Several years ago they cut their dividend and are not out of the penalty box yet. They feel the pressure more than the other banks.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$38.580
Owned
No
TOP PICK
TOP PICK
January 11, 2016

Quality, stability and cash flow is important. 4.88% yield. They have been busy on the acquisition front in the distribution part of the business.

Quality, stability and cash flow is important. 4.88% yield. They have been busy on the acquisition front in the distribution part of the business.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$10.960
Owned
Yes
TOP PICK
TOP PICK
January 11, 2016

They address sleep apnea. It affects many more people than we think. Many have it and are not aware of it. They are the leader in the space. They build the machine and the custom mask. It is a space that is very much underpenetrated. He sees growth in the share price.

ResMed Inc. (RMD-N)
January 11, 2016

They address sleep apnea. It affects many more people than we think. Many have it and are not aware of it. They are the leader in the space. They build the machine and the custom mask. It is a space that is very much underpenetrated. He sees growth in the share price.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$52.320
Owned
Yes