Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 9, 2017

Attractively priced. At the current share price and where coal prices are, the stock is undervalued. If you bring the coal price down to $120, which is breakeven for the industry, this is still trading below its historical valuation. Plus, they have copper and zinc. He thinks the stock is oversold. A risk could be if China cuts back on its use of coal, like its premier had suggested.

Attractively priced. At the current share price and where coal prices are, the stock is undervalued. If you bring the coal price down to $120, which is breakeven for the industry, this is still trading below its historical valuation. Plus, they have copper and zinc. He thinks the stock is oversold. A risk could be if China cuts back on its use of coal, like its premier had suggested.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$26.340
Owned
Unknown
COMMENT
COMMENT
March 9, 2017

This looks attractive. It has pulled back after its large acquisition of WGL Holdings. Pays a 6.9% dividend, and management expects the dividend to continue increasing by about 8%-10% for the next 4-5 years. At today’s price, in 2021, the dividend would be 10%. There is no way it will continue trading at the current price with that kind of a dividend, so there is upside from here. He believes the dividend is sustainable.

Altagas Ltd(ALA-T)
March 9, 2017

This looks attractive. It has pulled back after its large acquisition of WGL Holdings. Pays a 6.9% dividend, and management expects the dividend to continue increasing by about 8%-10% for the next 4-5 years. At today’s price, in 2021, the dividend would be 10%. There is no way it will continue trading at the current price with that kind of a dividend, so there is upside from here. He believes the dividend is sustainable.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$30.890
Owned
Unknown
BUY
BUY
March 9, 2017

This is a good time to be investing in this. It has had a long-term track record of success. They’ve stumbled in recent quarters and their production was down. When you have a company with a strong track record that stumbles for the short term, it is very likely that they are going to get back on their feet and resume the growth track record that they had.

This is a good time to be investing in this. It has had a long-term track record of success. They’ve stumbled in recent quarters and their production was down. When you have a company with a strong track record that stumbles for the short term, it is very likely that they are going to get back on their feet and resume the growth track record that they had.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$14.240
Owned
Unknown
COMMENT
COMMENT
March 9, 2017

The growth prospects for this bank are positive, however the prospects for the stock for the next 6 months is probably due for a “breather”. Valuation is at 13.5X this year’s expected earnings. Between 2003 and 2007 all the banks typically traded at between 12X earnings and 13.5X. Between 2003 and 2007 we had a much more vibrant housing situation in Canada. He would typically Buy when a Bank was trading at 12X, and Sell back at 13.5X.

Royal Bank(RY-T)
March 9, 2017

The growth prospects for this bank are positive, however the prospects for the stock for the next 6 months is probably due for a “breather”. Valuation is at 13.5X this year’s expected earnings. Between 2003 and 2007 all the banks typically traded at between 12X earnings and 13.5X. Between 2003 and 2007 we had a much more vibrant housing situation in Canada. He would typically Buy when a Bank was trading at 12X, and Sell back at 13.5X.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$98.310
Owned
Yes
DON'T BUY
DON'T BUY
March 9, 2017

When you read the company’s press releases, they are highlighting a lot of successes, but they are in very niche areas. He doesn’t see anything yet that is going to be universal enough to replace the BlackBerry.

BlackBerry(BB-T)
March 9, 2017

When you read the company’s press releases, they are highlighting a lot of successes, but they are in very niche areas. He doesn’t see anything yet that is going to be universal enough to replace the BlackBerry.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$9.150
Owned
No
SELL
SELL
March 9, 2017

This company is under fire. The US Federal Trade Commission just sued them for unlawful practices to maintain their monopoly. Apple (AAPL-Q) jumped in 3 days later and knocked $13 billion off. This company has the technology that all the cell phones in the world use, but now, if you want to buy their chips, you have to agree to a licensing agreement where you have to pay a percentage based on the value of the form that you sell.

Qualcomm(QCOM-Q)
March 9, 2017

This company is under fire. The US Federal Trade Commission just sued them for unlawful practices to maintain their monopoly. Apple (AAPL-Q) jumped in 3 days later and knocked $13 billion off. This company has the technology that all the cell phones in the world use, but now, if you want to buy their chips, you have to agree to a licensing agreement where you have to pay a percentage based on the value of the form that you sell.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$57.970
Owned
Unknown
COMMENT
COMMENT
March 9, 2017

The best time to buy any oil or gas stock is when there has been a big downturn in the oil/gas price. Pres. Trump has invited the company to submit applications for presidential approval. The Keystone is going to be an $8 billion project, and expected to generate about $1 billion operating cash flow in 2020. That is worth about $8 a share in upside. However, the stock hasn’t moved since the election.

The best time to buy any oil or gas stock is when there has been a big downturn in the oil/gas price. Pres. Trump has invited the company to submit applications for presidential approval. The Keystone is going to be an $8 billion project, and expected to generate about $1 billion operating cash flow in 2020. That is worth about $8 a share in upside. However, the stock hasn’t moved since the election.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$61.690
Owned
Unknown