Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 28, 2017

Toronto Dominion (TD-T) or Royal (RY-T)? This has made a huge push into the US, and have used a lot of capital to do that. Those kinds of moves take a long time before you earn a sufficient Return on Capital employed. A great bank and very well-run, but of all the banks, Royal is the benchmark in Canada, the most diversified and dominant in almost every area they participate in. There is not much to differentiate between the 2 yields. (See Top Picks.)

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Toronto Dominion (TD-T)
April 28, 2017

Toronto Dominion (TD-T) or Royal (RY-T)? This has made a huge push into the US, and have used a lot of capital to do that. Those kinds of moves take a long time before you earn a sufficient Return on Capital employed. A great bank and very well-run, but of all the banks, Royal is the benchmark in Canada, the most diversified and dominant in almost every area they participate in. There is not much to differentiate between the 2 yields. (See Top Picks.)

COMMENT
COMMENT
April 28, 2017

Toronto Dominion (TD-T) or Royal (RY-T)? The benchmark in Canada. The most diversified and dominant in almost every area they participate in. From a price point of view, he thinks this one is a little more preferable. There is not much to differentiate between the 2 yields. This would be his preferred holding. (See Top Picks.)

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Royal Bank (RY-T)
April 28, 2017

Toronto Dominion (TD-T) or Royal (RY-T)? The benchmark in Canada. The most diversified and dominant in almost every area they participate in. From a price point of view, he thinks this one is a little more preferable. There is not much to differentiate between the 2 yields. This would be his preferred holding. (See Top Picks.)

BUY
BUY
April 28, 2017

Lentils and pulses. This has traced back from $40 down to around $30. A lot has happened with crops being locked in by weather and various other factors, but the long-term future for pulses, proteins and food ingredients is very good. Feels the company is getting more and more coverage. This is now at levels that are attractive, and he would be adding to any new accounts that came in.

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Lentils and pulses. This has traced back from $40 down to around $30. A lot has happened with crops being locked in by weather and various other factors, but the long-term future for pulses, proteins and food ingredients is very good. Feels the company is getting more and more coverage. This is now at levels that are attractive, and he would be adding to any new accounts that came in.

DON'T BUY
DON'T BUY
April 28, 2017

They made a huge purchase of Safeway at just the wrong time, just before the Western economy fell apart. This isn’t the 1st time they have stumbled, in one way or another. They will eventually pull out of this, but they are behind the 8 ball right now. He prefers Loblaws (L-T), which is the dominant player in Canada. It also has the biggest reach into the discount outlets.

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They made a huge purchase of Safeway at just the wrong time, just before the Western economy fell apart. This isn’t the 1st time they have stumbled, in one way or another. They will eventually pull out of this, but they are behind the 8 ball right now. He prefers Loblaws (L-T), which is the dominant player in Canada. It also has the biggest reach into the discount outlets.

HOLD
HOLD
April 28, 2017

Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

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Recently hit his radar screens. Seems to be a well-managed company. They hit the pocket when a lot of the energy companies were having some difficulties. Have very good land positions. He is looking at this as a possible purchase.

COMMENT
COMMENT
April 28, 2017

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

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CGI Group (A) (GIB.A-T)
April 28, 2017

This has grown both organically and by acquisition. They have really taken advantage of the trend to outsource computer systems, programming, etc. This has always traded at multiples that have not been appealing to him as a value investor. If you own, it never hurts to take a profit.

COMMENT
COMMENT
April 28, 2017

In today’s environment, with low interest rates and low inflation, it is a good environment for a lot of gold companies. They have begun to clean up their act in being more cautious in terms of development of new projects. Overall, a lot of the gold companies are in much better shape than they were 5 years ago. He prefers others. (See Top Picks.)

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In today’s environment, with low interest rates and low inflation, it is a good environment for a lot of gold companies. They have begun to clean up their act in being more cautious in terms of development of new projects. Overall, a lot of the gold companies are in much better shape than they were 5 years ago. He prefers others. (See Top Picks.)