Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 29, 2016

It is a nice time to buy. You had a bit of a dip in the stock price because they are considered to be a consumer stock. There is an expectation that rising oil prices will negatively impact their margins, which he does not agree with.

It is a nice time to buy. You had a bit of a dip in the stock price because they are considered to be a consumer stock. There is an expectation that rising oil prices will negatively impact their margins, which he does not agree with.

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$61.220
Owned
Yes
WEAK BUY
WEAK BUY
December 29, 2016

The dividend is sustainable. You have to go back to a couple of years ago when they were Quebec centric. Quebec city was one of the best office markets. They tried to diversify and they bought some lower quality properties, continuing into Atlantic Canada. This diversification process has been challenging. He is cautious about it.

The dividend is sustainable. You have to go back to a couple of years ago when they were Quebec centric. Quebec city was one of the best office markets. They tried to diversify and they bought some lower quality properties, continuing into Atlantic Canada. This diversification process has been challenging. He is cautious about it.

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$14.580
Owned
Unknown
BUY
BUY
December 29, 2016

It has been impacted by rising interest rates. There has been a rotation out of these and into banks. It is just a portfolio rotation. There are still about 28% of transactions globally done with cash and this is why he likes it. There is no fundamental issue with credit cards at this time.

Mastercard Inc. (MA-N)
December 29, 2016

It has been impacted by rising interest rates. There has been a rotation out of these and into banks. It is just a portfolio rotation. There are still about 28% of transactions globally done with cash and this is why he likes it. There is no fundamental issue with credit cards at this time.

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$103.770
Owned
Unknown
HOLD
HOLD
December 29, 2016

The key thing to be cautious of is that the company is for sale. He would expect a takeout offer in the next few weeks or months. The question is price. If they don’t sell themselves it could be negative for them.

Northland Power Inc (NPI-T)
December 29, 2016

The key thing to be cautious of is that the company is for sale. He would expect a takeout offer in the next few weeks or months. The question is price. If they don’t sell themselves it could be negative for them.

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$23.320
Owned
Unknown
TOP PICK
TOP PICK
December 29, 2016

He likes the water treatment business. It is hard to replicate. The revenues are quite stable. As you get a recovery in drilling that business will ramp up also. They are almost the only game in town. It is possible they will increase the dividend at the end of the year. (Analysts’ Target: $12.06).

He likes the water treatment business. It is hard to replicate. The revenues are quite stable. As you get a recovery in drilling that business will ramp up also. They are almost the only game in town. It is possible they will increase the dividend at the end of the year. (Analysts’ Target: $12.06).

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$11.610
Owned
Yes
TOP PICK
TOP PICK
December 29, 2016

High single digit same store sales growth which is unknown by retailers in Canada. Growth in Accessories is close to 20% on a same store sales basis. (Analysts’ Target: $34.50).

High single digit same store sales growth which is unknown by retailers in Canada. Growth in Accessories is close to 20% on a same store sales basis. (Analysts’ Target: $34.50).

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$28.460
Owned
Yes
TOP PICK
TOP PICK
December 29, 2016

This stock has lagged its peers. It is lower than where it started the year. It lost the premium that it always had to its peers. (Analysts’ Target: $55.90).

Wells Fargo (WFC-N)
December 29, 2016

This stock has lagged its peers. It is lower than where it started the year. It lost the premium that it always had to its peers. (Analysts’ Target: $55.90).

Steve Belisle
Senior Portfolio Manager & Managing Director, Manulife Asset Management
Price
$54.840
Owned
Yes