Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 17, 2017

There are wonderful opportunities in the food business. But this one is in a very competitive environment and he does not own it right now. It does not have a huge competitive advantage. He is in a wait and see mode with respect to Shoppers.

There are wonderful opportunities in the food business. But this one is in a very competitive environment and he does not own it right now. It does not have a huge competitive advantage. He is in a wait and see mode with respect to Shoppers.

Brendan Caldwell
President, Caldwell Securities
Price
$70.890
Owned
No
BUY
BUY
July 17, 2017

In a good competitive landscape it is focused on the mattress landscape. Its biggest competitors like Sears, are not having a good time of it. Good advertising and refurbishment of their stores is really helping them. It is one he has owned for several months and will likely to continue to own.

In a good competitive landscape it is focused on the mattress landscape. Its biggest competitors like Sears, are not having a good time of it. Good advertising and refurbishment of their stores is really helping them. It is one he has owned for several months and will likely to continue to own.

Brendan Caldwell
President, Caldwell Securities
Price
$40.010
Owned
Yes
DON'T BUY
DON'T BUY
July 17, 2017

It was one of those stocks that just kept getting more and more extended. He exited 2 or 3 years ago. The buffet injection of cash is a good thing. It is a case of how much the culture and the company has to transform. You are also looking at an interesting time in the Canadian housing market.

It was one of those stocks that just kept getting more and more extended. He exited 2 or 3 years ago. The buffet injection of cash is a good thing. It is a case of how much the culture and the company has to transform. You are also looking at an interesting time in the Canadian housing market.

Brendan Caldwell
President, Caldwell Securities
Price
$14.340
Owned
No
WATCH
WATCH
July 17, 2017

He has no price target. It is another great Canadian healthcare stock that got hammered a short while ago. The reason for the most recent decline is that Central Medical Services has changed how they code some services. This company should eventually be at higher prices, but he wants to see the dust settle.

He has no price target. It is another great Canadian healthcare stock that got hammered a short while ago. The reason for the most recent decline is that Central Medical Services has changed how they code some services. This company should eventually be at higher prices, but he wants to see the dust settle.

Brendan Caldwell
President, Caldwell Securities
Price
$4.670
Owned
No
COMMENT
COMMENT
July 17, 2017

PPL-T vs. ENB-T. In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines. Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator. Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage. If it is the same stock for each factor, go with it and if not go with the latter factor.

PPL-T vs. ENB-T. In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines. Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator. Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage. If it is the same stock for each factor, go with it and if not go with the latter factor.

Brendan Caldwell
President, Caldwell Securities
Price
$42.850
Owned
Unknown
COMMENT
COMMENT
July 17, 2017

PPL-T vs. ENB-T. In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines. Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator. Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage. If it is the same stock for each factor, go with it and if not go with the latter factor.

Enbridge (ENB-T)
July 17, 2017

PPL-T vs. ENB-T. In the energy space these have been stronger performers overproducers. With interest rates moving higher it will be a mixed blessing for pipelines. Their dividend does not look as attractive, but as interest rates go up so are their allowed rate of return through the regulator. Look for which one has the most consistent track record of dividend increases and the best record of dividend coverage. If it is the same stock for each factor, go with it and if not go with the latter factor.

Brendan Caldwell
President, Caldwell Securities
Price
$51.580
Owned
Unknown
COMMENT
COMMENT
July 17, 2017

Historically it was the darling. It continued to expand production as energy prices went up. It did a lot of financing to fund its dividend and its expansion program. Then when energy prices came down it did not fare well and later did not recover with the price of energy. He does not know what is going to drive it higher from here.

Historically it was the darling. It continued to expand production as energy prices went up. It did a lot of financing to fund its dividend and its expansion program. Then when energy prices came down it did not fare well and later did not recover with the price of energy. He does not know what is going to drive it higher from here.

Brendan Caldwell
President, Caldwell Securities
Price
$9.180
Owned
Unknown