Latest Expert Opinions

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WATCH
WATCH
February 4, 2016

It is at EVB -3, so it is ‘In The Blue’. He suspects they need to write off assets. $1.11 model price so he will not touch it until they come clean with their balance sheet.

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Enerplus Corp (ERF-T)
February 4, 2016

It is at EVB -3, so it is ‘In The Blue’. He suspects they need to write off assets. $1.11 model price so he will not touch it until they come clean with their balance sheet.

SELL
SELL
February 4, 2016

This is one of the toughest spaces. The market is having trouble with three things. The third is that the world financial banks are under huge pressure in terms of price. He prefers DB-N. BAC-N has been pounded into the blue since the beginning of this year. It means the market does not believe the balance sheet.

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Bank of America (BAC-N)
February 4, 2016

This is one of the toughest spaces. The market is having trouble with three things. The third is that the world financial banks are under huge pressure in terms of price. He prefers DB-N. BAC-N has been pounded into the blue since the beginning of this year. It means the market does not believe the balance sheet.

DON'T BUY
DON'T BUY
February 4, 2016

$912 model price, 13% above fair value, but we had two negative transits (two EBV levels), which are sell signals. If it drops below $719, put the full position on there.

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$912 model price, 13% above fair value, but we had two negative transits (two EBV levels), which are sell signals. If it drops below $719, put the full position on there.

DON'T BUY
DON'T BUY
February 4, 2016

The problem is that they went and bought a company in the US, but it was too big. It corrected his model price to $32.50. It is a growth story, but DH is no longer a growth story. It is now an interest rate play with a 4% distribution. It has a 4% upside also.

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DH Corporation (DH-T)
February 4, 2016

The problem is that they went and bought a company in the US, but it was too big. It corrected his model price to $32.50. It is a growth story, but DH is no longer a growth story. It is now an interest rate play with a 4% distribution. It has a 4% upside also.

SELL
SELL
February 4, 2016

They are in the blue, meaning the market does not believe their balance sheet and the write downs are coming. They already cut their distribution. Stay away.

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Baytex Energy Corp (BTE-T)
February 4, 2016

They are in the blue, meaning the market does not believe their balance sheet and the write downs are coming. They already cut their distribution. Stay away.

PAST TOP PICK
PAST TOP PICK
February 4, 2016

(Top Pick Jan 8/15, Down 11.52%) And the US$ has gone up. His model price is only $54, but this is the lowest valuation they have in his database back to 1995. It has never been this cheap. It pays a nice dividend and he still owns it. He thinks it is a nice name to own. The best balance sheet and management in the industry.

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Exxon Mobil (XOM-N)
February 4, 2016

(Top Pick Jan 8/15, Down 11.52%) And the US$ has gone up. His model price is only $54, but this is the lowest valuation they have in his database back to 1995. It has never been this cheap. It pays a nice dividend and he still owns it. He thinks it is a nice name to own. The best balance sheet and management in the industry.

PAST TOP PICK
PAST TOP PICK
February 4, 2016

(Top Pick Jan 8/15, Down 25.77%) They are in a fight with Amazon in on-line sales. They have a new CEO who is trying to turn everything around. $75 model price, 13% above. This is a classic value name.

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Walmart Inc (WMT-N)
February 4, 2016

(Top Pick Jan 8/15, Down 25.77%) They are in a fight with Amazon in on-line sales. They have a new CEO who is trying to turn everything around. $75 model price, 13% above. This is a classic value name.