Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 24, 2017

He likes it even more now that it has slid down. The European banks are where the American banks were in 2009. Rates will be at their back, they will be consolidated and will have sectors they want to be in and so they will do well. (Analysts’ target: $13.13).

Deutsche Bank AG (DB-N)
August 24, 2017

He likes it even more now that it has slid down. The European banks are where the American banks were in 2009. Rates will be at their back, they will be consolidated and will have sectors they want to be in and so they will do well. (Analysts’ target: $13.13).

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$16.280
Owned
Yes
TOP PICK
TOP PICK
August 24, 2017

They provide a low cost avenue to get to the cloud for people who are programming. They have had a big short position on them. They lost Uber last quarter and revenue is still up 60%. They will be profitable within a year. (Analysts’ target: $38.00).

Twilio Inc (TWLO-N)
August 24, 2017

They provide a low cost avenue to get to the cloud for people who are programming. They have had a big short position on them. They lost Uber last quarter and revenue is still up 60%. They will be profitable within a year. (Analysts’ target: $38.00).

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$29.320
Owned
Yes
TOP PICK
TOP PICK
August 24, 2017

The demographics are powerful for this one. They had solid earnings, have a solid balance sheet and pay out a good dividend that increases. It is hard for AMZN-Q to get into this except in things like small appliances. (Analysts’ target: $175.00).

Home Depot (HD-N)
August 24, 2017

The demographics are powerful for this one. They had solid earnings, have a solid balance sheet and pay out a good dividend that increases. It is hard for AMZN-Q to get into this except in things like small appliances. (Analysts’ target: $175.00).

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$148.250
Owned
Yes
WEAK BUY
WEAK BUY
August 24, 2017

He bought ING-N because they have the banking side with it. AEG-N is a good competitor. He is not negative about AEG-N, but found more positive things in ING-N.

Aegon N.V. (AEG-N)
August 24, 2017

He bought ING-N because they have the banking side with it. AEG-N is a good competitor. He is not negative about AEG-N, but found more positive things in ING-N.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$5.810
Owned
No
DON'T BUY
DON'T BUY
August 24, 2017

He does not own any of the REITs. He backed away because of rising interest rates. He worries about commercial REITs in light of what AMZN-Q is doing. BEI.UN-T is in Calgary and he thinks that area will lift again.

He does not own any of the REITs. He backed away because of rising interest rates. He worries about commercial REITs in light of what AMZN-Q is doing. BEI.UN-T is in Calgary and he thinks that area will lift again.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$40.400
Owned
No
HOLD
HOLD
August 24, 2017

They had a poor summer for movies. If you have a long enough view, then the management team is excellent and you could hold onto it. He is not in this sector right now.

Cineplex Inc (CGX-T)
August 24, 2017

They had a poor summer for movies. If you have a long enough view, then the management team is excellent and you could hold onto it. He is not in this sector right now.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$35.530
Owned
No
BUY
BUY
August 24, 2017

It has been a laggard for a cycle or so (30 years). They just had a better quarter. This one might go up more than the others. He thinks there is no reason not to own this one.

It has been a laggard for a cycle or so (30 years). They just had a better quarter. This one might go up more than the others. He thinks there is no reason not to own this one.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$105.570
Owned
No