Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 20, 2017

(Top Pick Dec 16/16, Up 3%) It is one of the gems of the banking world in Europe. People assume the prospects and capital are weak, but they are not. He expects the high dividend yield to grow. It should see a slight boost to growth and loans. Non-performing loans are starting to go down.

(Top Pick Dec 16/16, Up 3%) It is one of the gems of the banking world in Europe. People assume the prospects and capital are weak, but they are not. He expects the high dividend yield to grow. It should see a slight boost to growth and loans. Non-performing loans are starting to go down.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 20, 2017

(Top Pick Dec 16/16, Up 16%) In Japan you have very low unemployment, with everyone looking for work having 1 and a half offers. This is a human resources company.

(Top Pick Dec 16/16, Up 16%) In Japan you have very low unemployment, with everyone looking for work having 1 and a half offers. This is a human resources company.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
April 20, 2017

A Conglomerate based in Hong King. He finds conglomerates too complicated.

A Conglomerate based in Hong King. He finds conglomerates too complicated.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.010
Owned
No
WEAK BUY
WEAK BUY
April 20, 2017

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey. They are focusing on improving productivity and margins. The prospects are probably relatively good.

Unilever NV (UN-N)
April 20, 2017

Consumer staples have always been appealing for low volatility; however this sector is now quite pricey. They are focusing on improving productivity and margins. The prospects are probably relatively good.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$51.140
Owned
Unknown
BUY
BUY
April 20, 2017

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability. It is probably a reasonable investment if you have a long term approach.

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability. It is probably a reasonable investment if you have a long term approach.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$92.040
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
April 20, 2017

It is a much more pure play on beer. They are exposed to emerging markets. He likes the company, but the valuation is on the higher end. He would be very interested in the name if it sold off 10%. It could not get taken out because it is family controlled.

Heineken NV (HINKY-OTC)
April 20, 2017

It is a much more pure play on beer. They are exposed to emerging markets. He likes the company, but the valuation is on the higher end. He would be very interested in the name if it sold off 10%. It could not get taken out because it is family controlled.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.010
Owned
No
BUY
BUY
April 20, 2017

It is one of the strongest auto companies in the world. It is a global player. Japan is improving for them. The biggest swing factor for them is the US. The Yen strengthening has been a negative for this company.

Toyota (TM-N)
April 20, 2017

It is one of the strongest auto companies in the world. It is a global player. Japan is improving for them. The biggest swing factor for them is the US. The Yen strengthening has been a negative for this company.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$106.000
Owned
No