Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 18, 2016

Probably one of those safe defensive plays, and slowly increases the yield over time. Dividend yield of 4.16%.

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Emera Inc (EMA-T)
May 18, 2016

Probably one of those safe defensive plays, and slowly increases the yield over time. Dividend yield of 4.16%.

HOLD
HOLD
May 18, 2016

The whole group has underperformed the market because of overhang on US auto production. This one has had a couple of issues, including the diesel problem with Volkswagen, and they are still in the process of correcting that. Also, had some operational issues in November at 3 of their North American plants. Those operational issues will be resolved. This is on her watch list. Dividend yield of 2.5%.

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The whole group has underperformed the market because of overhang on US auto production. This one has had a couple of issues, including the diesel problem with Volkswagen, and they are still in the process of correcting that. Also, had some operational issues in November at 3 of their North American plants. Those operational issues will be resolved. This is on her watch list. Dividend yield of 2.5%.

COMMENT
COMMENT
May 18, 2016

This has had a nice jump with the recent rally in crude. A well-managed company with good assets and low costs. Longer-term this is a good name to hold. She is not sure she would put money into energy right now, because the sector has done so well on the supply disruptions. If there is strength in the US$ there might be a pullback, and that would be an opportunity.

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Encana Corp (ECA-T)
May 18, 2016

This has had a nice jump with the recent rally in crude. A well-managed company with good assets and low costs. Longer-term this is a good name to hold. She is not sure she would put money into energy right now, because the sector has done so well on the supply disruptions. If there is strength in the US$ there might be a pullback, and that would be an opportunity.

COMMENT
COMMENT
May 18, 2016

She had initially bought this because of its exposure to China, which is a very strong secular growth area for fast food and quick serve restaurants. They’ve had some issues with supplier problems and the competitive nature in China. Feels this has largely been resolved. They will be spinning off Yum China. Executing quite well in the US.

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Yum! Brands (YUM-N)
May 18, 2016

She had initially bought this because of its exposure to China, which is a very strong secular growth area for fast food and quick serve restaurants. They’ve had some issues with supplier problems and the competitive nature in China. Feels this has largely been resolved. They will be spinning off Yum China. Executing quite well in the US.

BUY
BUY
May 18, 2016

(Market Call Minute.) She would buy this here. There is no near term catalyst, but it is trading at a wide discount to its NAV.

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(Market Call Minute.) She would buy this here. There is no near term catalyst, but it is trading at a wide discount to its NAV.

DON'T BUY
DON'T BUY
May 18, 2016

(Market Call Minute.) There is no catalyst for higher uranium prices.

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(Market Call Minute.) There is no catalyst for higher uranium prices.

BUY WEAKNESS
BUY WEAKNESS
May 18, 2016

(Market Call Minute.) A good quality packaging company and has done really well, but she would wait for a pullback.

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(Market Call Minute.) A good quality packaging company and has done really well, but she would wait for a pullback.