Latest Expert Opinions

Signal
Opinion
Expert
STRONG BUY
STRONG BUY
May 4, 2016

(Market Call Minute) It gets no respect. Retail has had a tough time. They have really good growth for 2016/17.

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(Market Call Minute) It gets no respect. Retail has had a tough time. They have really good growth for 2016/17.

BUY
BUY
May 4, 2016

(Market Call Minute) Lots of moving parts, but they got pinched by lower propane prices because of a warmer winter and this won’t repeat itself. Their recent acquisition is accretive to them. It has more to go.

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(Market Call Minute) Lots of moving parts, but they got pinched by lower propane prices because of a warmer winter and this won’t repeat itself. Their recent acquisition is accretive to them. It has more to go.

DON'T BUY
DON'T BUY
May 4, 2016

(Market Call Minute) You only want to own the really indebted oil companies if you believe oil is going straight up, which he does not.

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(Market Call Minute) You only want to own the really indebted oil companies if you believe oil is going straight up, which he does not.

TOP PICK
TOP PICK
May 4, 2016

It has been frustrating, but he sees their earnings next year being 25% better than this year. They have been hit by their energy book, actuarial charges and lower rates. They are so much cheaper than SLF-T. The 4% dividend will grow 12% annually. Buy it on the US side if you have US cash.

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It has been frustrating, but he sees their earnings next year being 25% better than this year. They have been hit by their energy book, actuarial charges and lower rates. They are so much cheaper than SLF-T. The 4% dividend will grow 12% annually. Buy it on the US side if you have US cash.

TOP PICK
TOP PICK
May 4, 2016

This name has too high of a short interest. They have a high exposure to emerging markets. The energy book is well contained compared to peers. It has a 4.4% dividend that will grow over time.

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This name has too high of a short interest. They have a high exposure to emerging markets. The energy book is well contained compared to peers. It has a 4.4% dividend that will grow over time.

TOP PICK
TOP PICK
May 4, 2016

It has a 13% growth rate. If they buy the Australian asset, he sees it as being 8% accretive. He thinks the dividend will continue to grow.

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It has a 13% growth rate. If they buy the Australian asset, he sees it as being 8% accretive. He thinks the dividend will continue to grow.

BUY WEAKNESS
BUY WEAKNESS
May 4, 2016

This is an asset management business that is doing the right things. The strife will sort itself out. It may not take off right away, but it will take off. Write some puts about $16.50.

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This is an asset management business that is doing the right things. The strife will sort itself out. It may not take off right away, but it will take off. Write some puts about $16.50.