Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 19, 2016

Phenomenal global player. Don’t sell. The consumer staples area has been one of the most stable over the last couple of years. The entry point is too high here. They will keep growing, however.

Show full opinionHide full opinion
Unilever PLC (UL-N)
May 19, 2016

Phenomenal global player. Don’t sell. The consumer staples area has been one of the most stable over the last couple of years. The entry point is too high here. They will keep growing, however.

COMMENT
COMMENT
May 19, 2016

A premier name and doing very well. Getting into baked goods and the juice area. They are expanding their offerings and doing very well with mobile. Customer loyalty program remains pretty strong. There is international expansion going into China, etc. However the chart is starting to roll down a little and its momentum is starting to slow down. He is keep an eye on that. Trading at 26X forward earnings, which represents a growth company. (Early on this year value companies are starting to outperform growth stocks.)

Show full opinionHide full opinion
Starbucks (SBUX-Q)
May 19, 2016

A premier name and doing very well. Getting into baked goods and the juice area. They are expanding their offerings and doing very well with mobile. Customer loyalty program remains pretty strong. There is international expansion going into China, etc. However the chart is starting to roll down a little and its momentum is starting to slow down. He is keep an eye on that. Trading at 26X forward earnings, which represents a growth company. (Early on this year value companies are starting to outperform growth stocks.)

COMMENT
COMMENT
May 19, 2016

Some of the biotech names, especially some of the larger cap names, represent some decent value for growth prospects they can give you. Trading below the 200 and 50 day moving averages right now, so not very strong from a technical perspective, but he does see a bottoming process. It hasn’t seen the February lows again. Touched down to it in March, but is now a little bit above those levels. He likes the stock.

Show full opinionHide full opinion

Some of the biotech names, especially some of the larger cap names, represent some decent value for growth prospects they can give you. Trading below the 200 and 50 day moving averages right now, so not very strong from a technical perspective, but he does see a bottoming process. It hasn’t seen the February lows again. Touched down to it in March, but is now a little bit above those levels. He likes the stock.

COMMENT
COMMENT
May 19, 2016

This has been a great name and has really powered up in the last 6 months or so. Gold has been a very strong mover. However, you have to be careful as to where the US$ is going to start moving, and will that have a negative impact on gold. If interest rates move up this summer, that might put a bit of a dry spell on some of the commodity space. If you own, start using some stop losses to where you want to hold the stock.

Show full opinionHide full opinion

This has been a great name and has really powered up in the last 6 months or so. Gold has been a very strong mover. However, you have to be careful as to where the US$ is going to start moving, and will that have a negative impact on gold. If interest rates move up this summer, that might put a bit of a dry spell on some of the commodity space. If you own, start using some stop losses to where you want to hold the stock.

COMMENT
COMMENT
May 19, 2016

This is tricky. There are a few things happening as to where the US$ may go and how it affects international revenues coming in. If the US$ starts to move significantly higher, you may see this company slow down a bit, as they depend on a lot of revenues coming in from outside of North America. However, there are some things the company is working on such as e-commerce, their labour force and increasing their minimum wage. It looks a little pricey to him, so he doesn’t own it.

Show full opinionHide full opinion
Walmart Inc (WMT-N)
May 19, 2016

This is tricky. There are a few things happening as to where the US$ may go and how it affects international revenues coming in. If the US$ starts to move significantly higher, you may see this company slow down a bit, as they depend on a lot of revenues coming in from outside of North America. However, there are some things the company is working on such as e-commerce, their labour force and increasing their minimum wage. It looks a little pricey to him, so he doesn’t own it.

COMMENT
COMMENT
May 19, 2016

Consumer staples sector in Toronto has done extremely well. When you go into May-October, you tend to see consumer staples, healthcare and utilities outperform. They tend to have a higher dividend. However, some valuations tend to be a bit higher.

Show full opinionHide full opinion

Consumer staples sector in Toronto has done extremely well. When you go into May-October, you tend to see consumer staples, healthcare and utilities outperform. They tend to have a higher dividend. However, some valuations tend to be a bit higher.

COMMENT
COMMENT
May 19, 2016

The chart is starting to look a little rough. The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.

Show full opinionHide full opinion
Apple (AAPL-Q)
May 19, 2016

The chart is starting to look a little rough. The 200 day moving average is falling and the stock is below the 200-day, 100-day and 50-day averages. The concern is how much further can the iPhone actually go. It represents two thirds of their revenues, which is very significant. If Apple does not succeed in China, it is going to spell a little bit of trouble for the company in terms of growth. The years of its extreme growth may be behind it. Right now he is looking for an exit point.