Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
October 12, 2016

If you are looking for dividend yield, BCE-T will grow them. It is an attractive place if you are looking for yield, but she does not see a lot of growth. There are probably more attractive companies outside of telecoms, however.

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BCE Inc. (BCE-T)
October 12, 2016

If you are looking for dividend yield, BCE-T will grow them. It is an attractive place if you are looking for yield, but she does not see a lot of growth. There are probably more attractive companies outside of telecoms, however.

BUY
BUY
October 12, 2016

She owns another US bank (WFC-N). You want to buy US banks because of rising interest rates and an improving economy. You could buy BAC-N here and she thinks it will do relatively well over the next year. We should start seeing improvement in the yield.

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Bank of America (BAC-N)
October 12, 2016

She owns another US bank (WFC-N). You want to buy US banks because of rising interest rates and an improving economy. You could buy BAC-N here and she thinks it will do relatively well over the next year. We should start seeing improvement in the yield.

BUY
BUY
October 12, 2016

She bought it on the back of the recovery a few years ago. She thinks the false accounts issue is manageable. She still likes the name and thinks the valuation is still attractive. She is not sure about their expansion in Canada involving only commercial banking. They are pretty well a US bank.

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Wells Fargo (WFC-N)
October 12, 2016

She bought it on the back of the recovery a few years ago. She thinks the false accounts issue is manageable. She still likes the name and thinks the valuation is still attractive. She is not sure about their expansion in Canada involving only commercial banking. They are pretty well a US bank.

HOLD
HOLD
October 12, 2016

They are going to pull back the number of new store openings and focus on their online presence expansion. There won’t be earnings growth for the next few years. She prefers HD-N.

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Walmart Inc (WMT-N)
October 12, 2016

They are going to pull back the number of new store openings and focus on their online presence expansion. There won’t be earnings growth for the next few years. She prefers HD-N.

BUY
BUY
October 12, 2016

The whole sector has pulled back. Growth is slowing in large cap pharma. It has an attractive yield. She went with a more diversified approach (JNJ-N). This is an attractive entry point for BMY-N.

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The whole sector has pulled back. Growth is slowing in large cap pharma. It has an attractive yield. She went with a more diversified approach (JNJ-N). This is an attractive entry point for BMY-N.

HOLD
HOLD
October 12, 2016

A global coatings company for houses, airplanes, cars and industrial applications. Their earnings numbers were guided down recently as they are divesting. They are also seeing continued weakness in Europe. She is sticking with it at present until earnings are announced. If you are going to buy wait for the earnings announcement.

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PPG Industries (PPG-N)
October 12, 2016

A global coatings company for houses, airplanes, cars and industrial applications. Their earnings numbers were guided down recently as they are divesting. They are also seeing continued weakness in Europe. She is sticking with it at present until earnings are announced. If you are going to buy wait for the earnings announcement.

PAST TOP PICK
PAST TOP PICK
October 12, 2016

(Top Pick Nov 25/16, Up 7.01%) Nice reoccurring revenue stream. Their last acquisition was in 2012 and they have improved the already attractive margins of that one. They are now ready for another acquisition for expansion. They say they just have not seen the right deal yet. They don’t pay a dividend. They would rather buy back their stock or grow their business. They have done well in terms of share price appreciation.

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CGI Group (A) (GIB.A-T)
October 12, 2016

(Top Pick Nov 25/16, Up 7.01%) Nice reoccurring revenue stream. Their last acquisition was in 2012 and they have improved the already attractive margins of that one. They are now ready for another acquisition for expansion. They say they just have not seen the right deal yet. They don’t pay a dividend. They would rather buy back their stock or grow their business. They have done well in terms of share price appreciation.