Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
July 20, 2017

It is probably a little richly valued for him, but the trend is quite good. Industrials should do better. You will see continued demand loosely tied to housing and infrastructure.

It is probably a little richly valued for him, but the trend is quite good. Industrials should do better. You will see continued demand loosely tied to housing and infrastructure.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$146.660
Owned
No
BUY
BUY
July 20, 2017

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.

CitiGroup (C-N)
July 20, 2017

All of the US financials stand to benefit from a rising rate environment as well as a relaxed regulatory environment. This is the one he would think is more accelerated to these new environments. You should have US banks in your portfolio.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$66.360
Owned
Unknown
HOLD
HOLD
July 20, 2017

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment. Management are do a good job in terms of rates of return on invested capital. He likes it as a long term core holding.

It is being viewed as a REIT in many ways and being stagnated due to the rising rate environment. Management are do a good job in terms of rates of return on invested capital. He likes it as a long term core holding.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$50.240
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 20, 2017

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model. He got out. It was unable to overcome the competitive threats. It could benefit from a ‘Trump Bump’.

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model. He got out. It was unable to overcome the competitive threats. It could benefit from a ‘Trump Bump’.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$77.160
Owned
No
PAST TOP PICK
PAST TOP PICK
July 20, 2017

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names. A 4.4% dividend, but there may not be any tailwind from here.

Emera Inc (EMA-T)
July 20, 2017

(Top Pick Aug 31/16, Up 2.04%) He moved on because it was one of those bond-proxy type of names. A 4.4% dividend, but there may not be any tailwind from here.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$47.270
Owned
No
PAST TOP PICK
PAST TOP PICK
July 20, 2017

(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this. The management team has been pretty astute at picking away at assets. There is some growth as well as the dividend.

(Top Pick Aug 31/16, Up 16.91%) He has been accumulating more of this. The management team has been pretty astute at picking away at assets. There is some growth as well as the dividend.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$32.750
Owned
Yes
DON'T BUY
DON'T BUY
July 20, 2017

They were one of the disruptors of the industry, but some of that has now left them. You would have a better risk managed opportunity in something like NKE-N.

They were one of the disruptors of the industry, but some of that has now left them. You would have a better risk managed opportunity in something like NKE-N.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$20.640
Owned
Unknown