Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 21, 2016

About 25% in Brazil. Thinks European banks are in a position where the American banks were a few months ago. US banks have followed through and have been wonderful in the last couple of months, and the good European banks are ready to follow through.

Banco Santander SA (SAN-N)
December 21, 2016

About 25% in Brazil. Thinks European banks are in a position where the American banks were a few months ago. US banks have followed through and have been wonderful in the last couple of months, and the good European banks are ready to follow through.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$5.150
Owned
Yes
BUY
BUY
December 21, 2016

Canadian Banks travel together. As a herd, there are leaders and there are laggards, and this one has been a laggard over the last few years. They all look pretty good, but not as cheap as they were a couple of months ago. This bank continues to increase its yield.

Canadian Banks travel together. As a herd, there are leaders and there are laggards, and this one has been a laggard over the last few years. They all look pretty good, but not as cheap as they were a couple of months ago. This bank continues to increase its yield.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$111.870
Owned
No
COMMENT
COMMENT
December 21, 2016

He doesn’t own any infrastructure stocks, but this one is good and has a good track record. Infrastructure stocks have been consistent performers. They have been yield stocks, but have been able to grow through it, and you want that combination. Infrastructure stocks do look better with Trump saying he is going to do a lot of stuff. Dividend yield of 6.2%.

He doesn’t own any infrastructure stocks, but this one is good and has a good track record. Infrastructure stocks have been consistent performers. They have been yield stocks, but have been able to grow through it, and you want that combination. Infrastructure stocks do look better with Trump saying he is going to do a lot of stuff. Dividend yield of 6.2%.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$82.640
Owned
No
COMMENT
COMMENT
December 21, 2016

He doesn’t own any infrastructure stocks right now, but this one is a very good one. We are going to get some fiscal policy follow through from some of the governments, which has been a way overdue. Expects there will be some spending starting to take place in the US.

He doesn’t own any infrastructure stocks right now, but this one is a very good one. We are going to get some fiscal policy follow through from some of the governments, which has been a way overdue. Expects there will be some spending starting to take place in the US.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$44.470
Owned
No
COMMENT
COMMENT
December 21, 2016

All the pharmaceuticals have had a pretty rough go. This is one of the stocks that has the ability to turn and run. Their group is out of favour. There hasn’t been any money flowing into the sector for a while, and they are fairly cheap.

All the pharmaceuticals have had a pretty rough go. This is one of the stocks that has the ability to turn and run. Their group is out of favour. There hasn’t been any money flowing into the sector for a while, and they are fairly cheap.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$36.370
Owned
No
COMMENT
COMMENT
December 21, 2016

This has really been spanked in the last 4-5 months, taking it down from $13-$14 to around $10, and it is now coming back. When watching some of the commodities, the recovery in some of them fits into the whole infrastructure buildout and fiscal policies. There is always demand for uranium, because all global reactors need to be refilled, and this company is the low cost one. At this price, you won’t hurt yourself, you just have to wait for materials to come back in again.

Cameco Corporation (CCO-T)
December 21, 2016

This has really been spanked in the last 4-5 months, taking it down from $13-$14 to around $10, and it is now coming back. When watching some of the commodities, the recovery in some of them fits into the whole infrastructure buildout and fiscal policies. There is always demand for uranium, because all global reactors need to be refilled, and this company is the low cost one. At this price, you won’t hurt yourself, you just have to wait for materials to come back in again.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$14.050
Owned
No
COMMENT
COMMENT
December 21, 2016

Stock or bullion?The whole precious metals sector has been out of favour. If going into this, he would be more inclined to take the stock over bullion because of the leverage. This company has multiple mines.

SSR Mining (SSRM-T)
December 21, 2016

Stock or bullion?The whole precious metals sector has been out of favour. If going into this, he would be more inclined to take the stock over bullion because of the leverage. This company has multiple mines.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$10.740
Owned
Unknown