Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 29, 2017

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.

Linamar Corp (LNR-T)
September 29, 2017

Had recommended selling this about 18 months ago, because it looked like the auto cycle was peaking out. A wonderful company, but the major problem is that North American car sales have rolled over. You don’t want to be in this at the wrong cycle, which is where we now are.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$76.140
Owned
Unknown
BUY
BUY
September 29, 2017

A very solid, meat and potatoes bank. It’s up about 22% this year. Has a decent dividend yield.

US Bancorp (USB-N)
September 29, 2017

A very solid, meat and potatoes bank. It’s up about 22% this year. Has a decent dividend yield.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$53.590
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

Has been the most successful rail stock in the last 5 years. His pick has been Canadian National (CNR-T), but rail stocks are GDP growth plus 2%-3%. They have their cost ratio way down. You will do very well on a longer-term view, but if we do have a slowdown in North America, rail stocks are not going to be immune.

Canadian Pacific Rail (CP-T)
September 29, 2017

Has been the most successful rail stock in the last 5 years. His pick has been Canadian National (CNR-T), but rail stocks are GDP growth plus 2%-3%. They have their cost ratio way down. You will do very well on a longer-term view, but if we do have a slowdown in North America, rail stocks are not going to be immune.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$209.580
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

An enormously disappointing longer-term investment. If the tax case goes in their favour, that will be nice, but the stock really hasn’t done a great deal. There has been a downturn in the demand for uranium. They are building a lot of reactors in China, and are looking to build a lot more in Asia. The only thing that doesn’t emit CO2 for continuous baseload power is nuclear. This is dead money at the moment.

Cameco Corporation (CCO-T)
September 29, 2017

An enormously disappointing longer-term investment. If the tax case goes in their favour, that will be nice, but the stock really hasn’t done a great deal. There has been a downturn in the demand for uranium. They are building a lot of reactors in China, and are looking to build a lot more in Asia. The only thing that doesn’t emit CO2 for continuous baseload power is nuclear. This is dead money at the moment.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$12.050
Owned
Unknown
DON'T BUY
DON'T BUY
September 29, 2017

This has been a wonderful investment. With all the FinTech proposals and money transfer, etc. the market is not worrying about those. It probably goes sideways from here, because either the merchants will want fees reduced or someone comes up with a cheaper form of transfer. If you own this, it never hurts to take profits.

Visa Inc. (V-N)
September 29, 2017

This has been a wonderful investment. With all the FinTech proposals and money transfer, etc. the market is not worrying about those. It probably goes sideways from here, because either the merchants will want fees reduced or someone comes up with a cheaper form of transfer. If you own this, it never hurts to take profits.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$105.240
Owned
No
COMMENT
COMMENT
September 29, 2017

This has been a problem for all UK utilities. The regulatory regime, whether for generators, distributors, etc., has been getting tougher and tougher. With the present uncertain state of UK politics, there is a possibility that Labour might be the next government, and this could get nationalized at a price well below what it is trading at now. You have to make up your mind whether BREXIT is going to be disastrous for the Conservative party or not. If you are uncertain, you might want to get out of this and come back when things are clearer.

National Grid PLC (NGG-N)
September 29, 2017

This has been a problem for all UK utilities. The regulatory regime, whether for generators, distributors, etc., has been getting tougher and tougher. With the present uncertain state of UK politics, there is a possibility that Labour might be the next government, and this could get nationalized at a price well below what it is trading at now. You have to make up your mind whether BREXIT is going to be disastrous for the Conservative party or not. If you are uncertain, you might want to get out of this and come back when things are clearer.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$62.710
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
September 29, 2017

Sell? If you’ve got a profit from an airline, it is never wrong to lock some of it in. There are so many things that an airline can’t control, such as the number of people flying, the price they pay, jet fuel prices, etc. At least, take your original cost out.

Air Canada (AC-T)
September 29, 2017

Sell? If you’ve got a profit from an airline, it is never wrong to lock some of it in. There are so many things that an airline can’t control, such as the number of people flying, the price they pay, jet fuel prices, etc. At least, take your original cost out.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$26.240
Owned
Unknown