Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 12, 2016

(Top Pick Nov 25/16, Down 4.82%) Food deflation is the headwind. They are different than traditional food grocers because they have Shoppers Drug Mart. They now have about a 30% share in food retail as well as in drug retail. They still have a lot of room to improve their margins. This is an attractive entry point to buy this one.

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Loblaw Companies Ltd (L-T)
October 12, 2016

(Top Pick Nov 25/16, Down 4.82%) Food deflation is the headwind. They are different than traditional food grocers because they have Shoppers Drug Mart. They now have about a 30% share in food retail as well as in drug retail. They still have a lot of room to improve their margins. This is an attractive entry point to buy this one.

PAST TOP PICK
PAST TOP PICK
October 12, 2016

(Top Pick Nov 25/16, Down 5.83%) They are different from regular drug retail. She thinks they will still maintain their 14%+ annual earnings growth. They bought all the Target pharmacies. She likes it here. It is at a historical low.

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CVS Health Corp (CVS-N)
October 12, 2016

(Top Pick Nov 25/16, Down 5.83%) They are different from regular drug retail. She thinks they will still maintain their 14%+ annual earnings growth. They bought all the Target pharmacies. She likes it here. It is at a historical low.

WEAK BUY
WEAK BUY
October 12, 2016

She likes the seniors housing space and owns another name (CSH.UN-T). They are trying to expand their private pay seniors housing. It will take some time for the stock to reposition itself after selling off the US holdings.

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Extendicare Inc (EXE-T)
October 12, 2016

She likes the seniors housing space and owns another name (CSH.UN-T). They are trying to expand their private pay seniors housing. It will take some time for the stock to reposition itself after selling off the US holdings.

WATCH
WATCH
October 12, 2016

It is on her watch list. It tends to be a premium priced stock. The same store growth was below expectations so the stock pulled back. There is a lot of potential internationally. Don’t sell if you own it.

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Starbucks (SBUX-Q)
October 12, 2016

It is on her watch list. It tends to be a premium priced stock. The same store growth was below expectations so the stock pulled back. There is a lot of potential internationally. Don’t sell if you own it.

DON'T BUY
DON'T BUY
October 12, 2016

It is hard to determine a good entry point. They are repositioning to be an organic grower. She does not have a clear sense of their strategy. There is a lot of goodwill and debt on their balance sheet.

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It is hard to determine a good entry point. They are repositioning to be an organic grower. She does not have a clear sense of their strategy. There is a lot of goodwill and debt on their balance sheet.

HOLD
HOLD
October 12, 2016

Airplane demand is driven by GDP growth, but demand is still growing in Asia. They need to transition their backlog into cash flow. She is happy to continue to hold it.

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Boeing (BA-N)
October 12, 2016

Airplane demand is driven by GDP growth, but demand is still growing in Asia. They need to transition their backlog into cash flow. She is happy to continue to hold it.

BUY
BUY
October 12, 2016

This is one of three she owns. It has an attractive yield and it survived the pullback in energy. If we see improvement in energy prices they should do well. She thinks they can grow cash flow and dividends at a modest pace.

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Inter Pipeline (IPL-T)
October 12, 2016

This is one of three she owns. It has an attractive yield and it survived the pullback in energy. If we see improvement in energy prices they should do well. She thinks they can grow cash flow and dividends at a modest pace.