Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 18, 2017

Would prefer the Canadian banks. Lifecos are difficult to analyse. This has gotten so big that is time for them to prune some assets, so selling off their US assets may be a smart idea. He is not so sure this is going to benefit much from rising rates.

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Would prefer the Canadian banks. Lifecos are difficult to analyse. This has gotten so big that is time for them to prune some assets, so selling off their US assets may be a smart idea. He is not so sure this is going to benefit much from rising rates.

COMMENT
COMMENT
July 18, 2017

A lot of dual listed stocks have suffered on the Canadian side. There is nothing wrong with this. Until people get comfortable owning Canadian stocks again, this is the way it is going to be. They are making all the smart moves buying distressed assets in Brazil. The type of business you want to own. It will benefit from a pickup in global growth. Trading at a reasonable value to its NAV.

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A lot of dual listed stocks have suffered on the Canadian side. There is nothing wrong with this. Until people get comfortable owning Canadian stocks again, this is the way it is going to be. They are making all the smart moves buying distressed assets in Brazil. The type of business you want to own. It will benefit from a pickup in global growth. Trading at a reasonable value to its NAV.

COMMENT
COMMENT
July 18, 2017

Just reported earnings which were very strong. They guided down for net income margins, but at the end of the day, all the analysts raised their earnings price target for this year.

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Just reported earnings which were very strong. They guided down for net income margins, but at the end of the day, all the analysts raised their earnings price target for this year.

TOP PICK
TOP PICK
July 18, 2017

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

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The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

TOP PICK
TOP PICK
July 18, 2017

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

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An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

TOP PICK
TOP PICK
July 18, 2017

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

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The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)