Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 19, 2016

BMO S&P/TSX Laddered Preferred (ZPR-T) or iShares S&P/TSX preferred (CPD-T)? The only difference between these 2 is that ZPR probably has a little bit more in the rate reset preferred shares, which are the shares that will do well when interest rates start to move higher. The both are very similar though. This one gives you about a 5% dividend yield, and you are basically investing in preferred shares. There is going to be some volatility in the preferred share market.

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BMO S&P/TSX Laddered Preferred (ZPR-T) or iShares S&P/TSX preferred (CPD-T)? The only difference between these 2 is that ZPR probably has a little bit more in the rate reset preferred shares, which are the shares that will do well when interest rates start to move higher. The both are very similar though. This one gives you about a 5% dividend yield, and you are basically investing in preferred shares. There is going to be some volatility in the preferred share market.

DON'T BUY
DON'T BUY
May 19, 2016

This is going to be really dependent on where interest rates are moving. If they start moving higher, this stock should start moving higher. He prefers Sun Life (SLF-T) which has performed better and has a bit more diversification. However, this one is fine longer-term. Given that the 200 day moving average is falling, it is not a name he would own.

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This is going to be really dependent on where interest rates are moving. If they start moving higher, this stock should start moving higher. He prefers Sun Life (SLF-T) which has performed better and has a bit more diversification. However, this one is fine longer-term. Given that the 200 day moving average is falling, it is not a name he would own.

COMMENT
COMMENT
May 19, 2016

Just sold his holdings about a week ago on its move higher based on strong earnings. He likes the name. Their partnership with Disney (DIS-N) and the Star Wars franchise makes a lot of sense. They are making a good transition from the console to the mobile space. He sold because he wants start moving away from higher beta names. Loves the company and the name and could buy it back later on.

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Just sold his holdings about a week ago on its move higher based on strong earnings. He likes the name. Their partnership with Disney (DIS-N) and the Star Wars franchise makes a lot of sense. They are making a good transition from the console to the mobile space. He sold because he wants start moving away from higher beta names. Loves the company and the name and could buy it back later on.

BUY
BUY
May 19, 2016

This represents a great, long term name, premium brand. He really likes their ability to have a franchise in the studio, moving on to the theme park, moving on to merchandise, and then moving onto television. They have the multiplatform to earn revenues. Some of the concern is cord cutting with ESPN. Thinks they need to start creating that content for streaming, and that will probably lift that overhang. This stock makes a lot of sense, and a good name to own longer-term.

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Walt Disney (DIS-N)
May 19, 2016

This represents a great, long term name, premium brand. He really likes their ability to have a franchise in the studio, moving on to the theme park, moving on to merchandise, and then moving onto television. They have the multiplatform to earn revenues. Some of the concern is cord cutting with ESPN. Thinks they need to start creating that content for streaming, and that will probably lift that overhang. This stock makes a lot of sense, and a good name to own longer-term.

BUY WEAKNESS
BUY WEAKNESS
May 19, 2016

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.

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BCE Inc. (BCE-T)
May 19, 2016

Sold his holdings recently in the $59-$60 level because these names start to become a bit toppy and hitting the highs that they had hit before. He likes the name. Great dividend, great cash flow and good media content. Would like to buy it a little cheaper.

COMMENT
COMMENT
May 19, 2016

This has been a great stock and has done very well. Trading at about 18X earnings. Starting to get a little bit rich. He prefers General Dynamics (GD-N) which has stronger valuations.

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Raytheon (RTX-N)
May 19, 2016

This has been a great stock and has done very well. Trading at about 18X earnings. Starting to get a little bit rich. He prefers General Dynamics (GD-N) which has stronger valuations.

DON'T BUY
DON'T BUY
May 19, 2016

Took a bit of a hit by issuing some shares recently. Expensive and not a name that is going to end up in his portfolios. Trading at 145X forward earnings. Growth rate is forecast at around 70%, but he questions if that growth rate is susceptible to some risks.

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Took a bit of a hit by issuing some shares recently. Expensive and not a name that is going to end up in his portfolios. Trading at 145X forward earnings. Growth rate is forecast at around 70%, but he questions if that growth rate is susceptible to some risks.