Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 9, 2017

Long term it is probably not that great. He used to be short, but covered it when he became a little more constructive on oil. The long term picture for someone in the oil sands is not that great.

Suncor Energy Inc (SU-T)
January 9, 2017

Long term it is probably not that great. He used to be short, but covered it when he became a little more constructive on oil. The long term picture for someone in the oil sands is not that great.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$43.490
Owned
No
SELL
SELL
January 9, 2017

He likes shorting darlings and so put on a short mid-December. It is hard to have coal selling for 100% more than the cost of production. Every single coal mine in the world will come on line. So the price of met-coal should become depressed in the near future.

He likes shorting darlings and so put on a short mid-December. It is hard to have coal selling for 100% more than the cost of production. Every single coal mine in the world will come on line. So the price of met-coal should become depressed in the near future.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$27.480
Owned
Yes
DON'T BUY
DON'T BUY
January 9, 2017

The auto parts space is in a precarious position with protectionism and so on. He does not like to be in an industry where stocks can move around on a Tweet. You have rising gasoline prices and rising interest rates. It is a double whammy.

Magna Int'l. (A) (MG-T)
January 9, 2017

The auto parts space is in a precarious position with protectionism and so on. He does not like to be in an industry where stocks can move around on a Tweet. You have rising gasoline prices and rising interest rates. It is a double whammy.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$58.610
Owned
No
DON'T BUY
DON'T BUY
January 9, 2017

The outlook is dependent on the outlook for Canadian housing, which the government is trying to put the brakes on. He used to be short, but is not right now. You are better off owning a bank.

The outlook is dependent on the outlook for Canadian housing, which the government is trying to put the brakes on. He used to be short, but is not right now. You are better off owning a bank.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$30.540
Owned
No
DON'T BUY
DON'T BUY
January 9, 2017

It has a strong correlation to interest rates and equity market returns. In the near term you could see headwinds from toppy equity markets. It is not the sort of thing he would own.

It has a strong correlation to interest rates and equity market returns. In the near term you could see headwinds from toppy equity markets. It is not the sort of thing he would own.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$24.250
Owned
No
DON'T BUY
DON'T BUY
January 9, 2017

He is not short this one anymore. He thinks it is fully priced, however. They have quite a bit of debt and are building an asset in Panama. There is political risk in Zambia.

He is not short this one anymore. He thinks it is fully priced, however. They have quite a bit of debt and are building an asset in Panama. There is political risk in Zambia.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$14.420
Owned
No
TOP PICK
TOP PICK
January 9, 2017

*Short*, stay short. The industry is in secular decline. (Analysts’ Target: $28.83).

*Short*, stay short. The industry is in secular decline. (Analysts’ Target: $28.83).

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$28.390
Owned
Yes