Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 17, 2017

It is more of a case of what is going on with the Canadian central bank and what the rate increase will mean for the banks. The rate increase is positive for them. They can actually charge more for money, but won’t have to pay any more for it to customers. The prime mortgage rate went up by a quarter of a percent. CWB-T has the biggest net impact from this increase. CM-T will be impacted by rate increases in how they impact the housing market. Weakness in the industry could be an issue for them.

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It is more of a case of what is going on with the Canadian central bank and what the rate increase will mean for the banks. The rate increase is positive for them. They can actually charge more for money, but won’t have to pay any more for it to customers. The prime mortgage rate went up by a quarter of a percent. CWB-T has the biggest net impact from this increase. CM-T will be impacted by rate increases in how they impact the housing market. Weakness in the industry could be an issue for them.

COMMENT
COMMENT
July 17, 2017

The rate increase will have less of an impact on them than the others. CM-T or NA-T would be two of the top to benefit from the recent rate increase.

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The rate increase will have less of an impact on them than the others. CM-T or NA-T would be two of the top to benefit from the recent rate increase.

DON'T BUY
DON'T BUY
July 17, 2017

The runner of the Aeroplan loyalty plan. Whenever a company loses its biggest customer it will impact it. This is not an opportunity to get in.

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Aimia (AIM-T)
July 17, 2017

The runner of the Aeroplan loyalty plan. Whenever a company loses its biggest customer it will impact it. This is not an opportunity to get in.

DON'T BUY
DON'T BUY
July 17, 2017

He followed it for 20 years. The company got it right. They saw themselves as not a newspaper company, but as an information company. It has been in a trading range for 15 months, then had a move up. It has a ways to go. It will probably end up breaking out to the upside, but he is unlikely to buy it.

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He followed it for 20 years. The company got it right. They saw themselves as not a newspaper company, but as an information company. It has been in a trading range for 15 months, then had a move up. It has a ways to go. It will probably end up breaking out to the upside, but he is unlikely to buy it.

HOLD
HOLD
July 17, 2017

A great Canadian momentum story. It has benefited from what is going on in the US, where they finally passed their infrastructure bill.

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A great Canadian momentum story. It has benefited from what is going on in the US, where they finally passed their infrastructure bill.

TOP PICK
TOP PICK
July 17, 2017

Canada is phenomenal in areas we don’t think we are. This one is trading at a big discount to its peers. One of the biggest suppliers to the aerospace and defense industry. We may not be the dominant brand, but we are the brains behind the brands. They are a little bit behind on valuation. (Analysts’ target: $15.50).

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Celestica Inc (CLS-T)
July 17, 2017

Canada is phenomenal in areas we don’t think we are. This one is trading at a big discount to its peers. One of the biggest suppliers to the aerospace and defense industry. We may not be the dominant brand, but we are the brains behind the brands. They are a little bit behind on valuation. (Analysts’ target: $15.50).

HOLD
HOLD
July 17, 2017

It has been technically been showing some interesting patterns. It broke out into a new high in the last few days. You would prefer to buy it back in the trading range. It is good between September and December of each year, but we are not into the period of seasonal strength. Stick with it if you own it.

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It has been technically been showing some interesting patterns. It broke out into a new high in the last few days. You would prefer to buy it back in the trading range. It is good between September and December of each year, but we are not into the period of seasonal strength. Stick with it if you own it.

Don Vialoux

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Price
$107.900
Owned
Unknown