Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
January 16, 2017

He would move on. It is a small short for him. It has high valuation and a declining share price. All the renewables and utilities had a big move up for the summer and now they are expected to do poorly. They have hefty debt also. People own it because of yield.

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He would move on. It is a small short for him. It has high valuation and a declining share price. All the renewables and utilities had a big move up for the summer and now they are expected to do poorly. They have hefty debt also. People own it because of yield.

HOLD
HOLD
January 16, 2017

Stay or go? He suggests you stay. It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

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Interfor Corp (IFP-T)
January 16, 2017

Stay or go? He suggests you stay. It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

DON'T BUY
DON'T BUY
January 16, 2017

We have seen where this stock CAN go. It’s moved not so much on copper as on Met Coal. It is one of those companies that has had too much leverage. It has been a huge benefit to have this operating leverage in this market recently, though. It has great price momentum, but is a neutral for him due to its valuation.

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We have seen where this stock CAN go. It’s moved not so much on copper as on Met Coal. It is one of those companies that has had too much leverage. It has been a huge benefit to have this operating leverage in this market recently, though. It has great price momentum, but is a neutral for him due to its valuation.

TOP PICK
TOP PICK
January 16, 2017

It is time to recommend this one. It has great price momentum and the valuation is cheap – 4 times PE. It beat on a decent quarter. The challenge has been their debt load, but it seems they can now leverage their balance sheet. Discipline has come back into the trade.

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Air Canada (AC-T)
January 16, 2017

It is time to recommend this one. It has great price momentum and the valuation is cheap – 4 times PE. It beat on a decent quarter. The challenge has been their debt load, but it seems they can now leverage their balance sheet. Discipline has come back into the trade.

TOP PICK
TOP PICK
January 16, 2017

It is a play on job growth. It is extremely cheap and poised to benefit in the cyclical growth environment. Longer term the valuation is compelling.

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It is a play on job growth. It is extremely cheap and poised to benefit in the cyclical growth environment. Longer term the valuation is compelling.

TOP PICK
TOP PICK
January 16, 2017

He believes we are in a rising interest rate environment and you want to own financials in this environment. It qualifies in valuation, price momentum and volatility. He likes MFC-T and it did well as a Top Pick. He likes all three.

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He believes we are in a rising interest rate environment and you want to own financials in this environment. It qualifies in valuation, price momentum and volatility. He likes MFC-T and it did well as a Top Pick. He likes all three.

BUY
BUY
January 16, 2017

An interesting story. A great Buy at these levels. Trading at about 8X earnings with a nice dividend yield of almost 4%. The largest generic maker globally. They acquired Allergan’s generic business and there are a lot of costs they can take out. Sometimes generics are focused on one drug, but this company is much more diversified across a wide spectrum of pharmaceutical lines. The market is slightly worried about the change of CEOs, as well as a couple of drugs that need to have a new molecule made. Although a generic maker, they also have a pipeline of branded drugs. In the long run, this company will do very, very well.

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An interesting story. A great Buy at these levels. Trading at about 8X earnings with a nice dividend yield of almost 4%. The largest generic maker globally. They acquired Allergan’s generic business and there are a lot of costs they can take out. Sometimes generics are focused on one drug, but this company is much more diversified across a wide spectrum of pharmaceutical lines. The market is slightly worried about the change of CEOs, as well as a couple of drugs that need to have a new molecule made. Although a generic maker, they also have a pipeline of branded drugs. In the long run, this company will do very, very well.