Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 18, 2016

A very high quality integrated company. She has always chosen to stay in Canada for energy. This is a very large diversified name, and will be able to withstand the downturn. When times are difficult, they can probably scoop up assets at distressed prices.

Show full opinionHide full opinion

A very high quality integrated company. She has always chosen to stay in Canada for energy. This is a very large diversified name, and will be able to withstand the downturn. When times are difficult, they can probably scoop up assets at distressed prices.

COMMENT
COMMENT
May 18, 2016

A pretty good stock for yield. Their primary assets are the mainline that Enbridge (ENB-T) drops down to them. Yields about 6%. Thinks the dividend is safe and you can probably expect an increase as well.

Show full opinionHide full opinion

A pretty good stock for yield. Their primary assets are the mainline that Enbridge (ENB-T) drops down to them. Yields about 6%. Thinks the dividend is safe and you can probably expect an increase as well.

PAST TOP PICK
PAST TOP PICK
May 18, 2016

(A Top Pick May 12/15. Up 8.04%.) The largest movie operator in Canada. They can’t control the film slate, but it has been very good so far this year. They are very good at driving concession spending which has been growing. In addition to their movie operations, they are going to open up Rec Rooms, entertainment centres offering pool, bowling, upscale dining, etc. Still a buy.

Show full opinionHide full opinion
Cineplex Inc (CGX-T)
May 18, 2016

(A Top Pick May 12/15. Up 8.04%.) The largest movie operator in Canada. They can’t control the film slate, but it has been very good so far this year. They are very good at driving concession spending which has been growing. In addition to their movie operations, they are going to open up Rec Rooms, entertainment centres offering pool, bowling, upscale dining, etc. Still a buy.

PAST TOP PICK
PAST TOP PICK
May 18, 2016

(A Top Pick May 12/15. Up 14.05%.) This is an IT services and outsourcing company. Rather than paying a dividend they would rather buy back stock. Every few years they do a big acquisition. A well-managed company. Still a buy.

Show full opinionHide full opinion

(A Top Pick May 12/15. Up 14.05%.) This is an IT services and outsourcing company. Rather than paying a dividend they would rather buy back stock. Every few years they do a big acquisition. A well-managed company. Still a buy.

PAST TOP PICK
PAST TOP PICK
May 18, 2016

(A Top Pick May 12/15. Up 16.45%.) A diversified Pharma, consumer products and medical devices company. They have 10 drugs over the next 3 years that have the potential of $1 million each. She still likes it. Still a buy.

Show full opinionHide full opinion

(A Top Pick May 12/15. Up 16.45%.) A diversified Pharma, consumer products and medical devices company. They have 10 drugs over the next 3 years that have the potential of $1 million each. She still likes it. Still a buy.

HOLD
HOLD
May 18, 2016

The market is questioning their future growth, but their balance sheet is very strong. They have lots of cash. They aren’t going to run into any financial difficulty for a long time. Product innovation seems to be waning a bit. They will be launching a new phone later this year, which may be a catalyst. Their phones are very expensive, so demand is not keying up as quickly. If the markets get shaky, this is a stock that is going to hold.

Show full opinionHide full opinion
Apple (AAPL-Q)
May 18, 2016

The market is questioning their future growth, but their balance sheet is very strong. They have lots of cash. They aren’t going to run into any financial difficulty for a long time. Product innovation seems to be waning a bit. They will be launching a new phone later this year, which may be a catalyst. Their phones are very expensive, so demand is not keying up as quickly. If the markets get shaky, this is a stock that is going to hold.

HOLD
HOLD
May 18, 2016

Share price performance has been disappointing. Had some headwinds in their investment portfolios through their energy exposure. She likes their position in Asia which gives him about 32% of their revenue. It is trading at 1X Price to BV. Longer-term this will have a higher core earnings growth profile. Dividend yield of about 4%.

Show full opinionHide full opinion

Share price performance has been disappointing. Had some headwinds in their investment portfolios through their energy exposure. She likes their position in Asia which gives him about 32% of their revenue. It is trading at 1X Price to BV. Longer-term this will have a higher core earnings growth profile. Dividend yield of about 4%.