Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 29, 2017

(A Top Pick Oct 19/16. Down 19%.) This was a call on the gold sector generally. The new CEO has a 20/20/20 plan of increasing reserves by 20%, increasing production by 20% and cutting costs by 20%. He is getting there. He still likes this.

Goldcorp Inc (G-T)
September 29, 2017

(A Top Pick Oct 19/16. Down 19%.) This was a call on the gold sector generally. The new CEO has a 20/20/20 plan of increasing reserves by 20%, increasing production by 20% and cutting costs by 20%. He is getting there. He still likes this.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$16.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2017

(A Top Pick Oct 19/16. Up 9%.) They did a deal in India, where they merged their Indian business with India’s Idea Cellular. This is still a Buy. Dividend yield of 7%.

Vodafone Group PLC (VOD-Q)
September 29, 2017

(A Top Pick Oct 19/16. Up 9%.) They did a deal in India, where they merged their Indian business with India’s Idea Cellular. This is still a Buy. Dividend yield of 7%.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$28.460
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 29, 2017

(A Top Pick Oct 19/16. Up 29%.) Underground gas tanks for gas stations, as well as water tanks. They have a nonpolluting, environmentally friendly substance, which can be monitored. Still a Buy.

ZCL Composites Inc. (ZCL-T)
September 29, 2017

(A Top Pick Oct 19/16. Up 29%.) Underground gas tanks for gas stations, as well as water tanks. They have a nonpolluting, environmentally friendly substance, which can be monitored. Still a Buy.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$12.730
Owned
Yes
BUY
BUY
September 29, 2017

Being listed on the NYSE next week, which should help the stock. This company has “value added” technology. Probably not a bad buying opportunity now, with it having come off 15%-20%.

Maxar Technologies (MAXR-T)
September 29, 2017

Being listed on the NYSE next week, which should help the stock. This company has “value added” technology. Probably not a bad buying opportunity now, with it having come off 15%-20%.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$70.980
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

Packaging and labels. This has done well over the past year. One of the issues with industrials, especially manufacturing stocks, is what stage are we at in the cycle and what price are you paying. He would treat this was a little caution until you see what happens with growth in the US and Canada over the next few months.

CCL Industries (B) (CCL.B-T)
September 29, 2017

Packaging and labels. This has done well over the past year. One of the issues with industrials, especially manufacturing stocks, is what stage are we at in the cycle and what price are you paying. He would treat this was a little caution until you see what happens with growth in the US and Canada over the next few months.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$60.380
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

Over the past year, this has done quite well. They brought the dividend back and increased it. As a domestic UK bank, they are sticking to their knitting.

Lloyds TSB Group PLC (LYG-N)
September 29, 2017

Over the past year, this has done quite well. They brought the dividend back and increased it. As a domestic UK bank, they are sticking to their knitting.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$3.660
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

A survivor from the financial meltdown. European financials have done pretty well over the last year. They cut the dividend, so that should be fairly safe. It is really a question of, what do you think the outlook is for European economies. While the ECB has been very kind in helping European banks, you have to worry longer-term. If you made a gain on this, it might not be a bad idea to at least take some profits.

Aegon N.V. (AEG-N)
September 29, 2017

A survivor from the financial meltdown. European financials have done pretty well over the last year. They cut the dividend, so that should be fairly safe. It is really a question of, what do you think the outlook is for European economies. While the ECB has been very kind in helping European banks, you have to worry longer-term. If you made a gain on this, it might not be a bad idea to at least take some profits.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$5.790
Owned
Unknown