Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 4, 2016

He thinks they did not overpay for ITC. He sees it creating value for the name. He increased his earnings per share estimates as a result of the acquisition. It is lower risk because it is a regulated utility.

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He thinks they did not overpay for ITC. He sees it creating value for the name. He increased his earnings per share estimates as a result of the acquisition. It is lower risk because it is a regulated utility.

WEAK BUY
WEAK BUY
May 4, 2016

The removal of the Jordan Cove upside has affected the stock price. The dividend is still payable at almost 12%. It has been a 98% payout ratio for years. If you are constructive on the energy patch then you can own this name.

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The removal of the Jordan Cove upside has affected the stock price. The dividend is still payable at almost 12%. It has been a 98% payout ratio for years. If you are constructive on the energy patch then you can own this name.

BUY
BUY
May 4, 2016

They have decent earnings growth and dividend growth. It is trading slightly below its 5 years average. They have some upcoming Shaw competition from a launch they will do. Because they have an Alberta base there is a bit of a headwind. Despite all this he thinks you could buy it.

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Telus Corp (T-T)
May 4, 2016

They have decent earnings growth and dividend growth. It is trading slightly below its 5 years average. They have some upcoming Shaw competition from a launch they will do. Because they have an Alberta base there is a bit of a headwind. Despite all this he thinks you could buy it.

HOLD
HOLD
May 4, 2016

The dividend should be paid until the deal closes. It looks like the deal is accretive to BCE-T. It has been incredibly well managed.

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The dividend should be paid until the deal closes. It looks like the deal is accretive to BCE-T. It has been incredibly well managed.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2016

The banks have had a stunning move. This one is the poster child for energy. He thinks the banks will come down a bit in the short term. This is a good one to own.

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The banks have had a stunning move. This one is the poster child for energy. He thinks the banks will come down a bit in the short term. This is a good one to own.

HOLD
HOLD
May 4, 2016

The high dividend is safe. It is unlikely that ENF-T will have to raise equity here to fund their needs. There will not be much AFFO growth, however. There are more exciting places to be.

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The high dividend is safe. It is unlikely that ENF-T will have to raise equity here to fund their needs. There will not be much AFFO growth, however. There are more exciting places to be.

BUY
BUY
May 4, 2016

(Market Call Minute) These guys are little ahead of the curve. The rails are just too cheap relative to their 5 year average.

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(Market Call Minute) These guys are little ahead of the curve. The rails are just too cheap relative to their 5 year average.