Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 29, 2017

Sell SNC Lavalin (SNC-T) or WSP Global (WSP-T)? He would keep this one, simply because the value of the calculation of its 16% stake in the #407. The owners can raise the fees and there is still a 20% capacity. Plus, the government is building the eastern extension, which will be more traffic into the privatized bit.

Sell SNC Lavalin (SNC-T) or WSP Global (WSP-T)? He would keep this one, simply because the value of the calculation of its 16% stake in the #407. The owners can raise the fees and there is still a 20% capacity. Plus, the government is building the eastern extension, which will be more traffic into the privatized bit.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$56.390
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

Sell SNC Lavalin (SNC-T) or WSP Global (WSP-T)? He would keep SNC.

WSP Global Inc. (WSP-T)
September 29, 2017

Sell SNC Lavalin (SNC-T) or WSP Global (WSP-T)? He would keep SNC.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$51.910
Owned
Unknown
COMMENT
COMMENT
September 29, 2017

Metro (MRU-T) is in talks with Jean Coutu (PJC.A-T) deal? They will have to sell their holdings in this company to finance the deal. Should I sell? This is correct. You have probably done very well in Couche-Tard, and it is never wrong to take a profit.

Metro (MRU-T) is in talks with Jean Coutu (PJC.A-T) deal? They will have to sell their holdings in this company to finance the deal. Should I sell? This is correct. You have probably done very well in Couche-Tard, and it is never wrong to take a profit.

Gavin Graham
Trustee, Pointbreak ETFs
Price
$56.900
Owned
Unknown
TOP PICK
TOP PICK
September 29, 2017

This is essentially a bet on the acumen of Prem Watsa. Fairfax just bought Allied World for $4.9 billion, which gives them the brokerage market and the Fortune 1000 companies. The stock is off 15% because of his bet on it being deflationary where he lost $5 billion, but he made 5 billion on the other side in terms of his investments. Dividend yield of 2%. (Analysts’ price target is $553.13.)

Fairfax Financial (FFH-T)
September 29, 2017

This is essentially a bet on the acumen of Prem Watsa. Fairfax just bought Allied World for $4.9 billion, which gives them the brokerage market and the Fortune 1000 companies. The stock is off 15% because of his bet on it being deflationary where he lost $5 billion, but he made 5 billion on the other side in terms of his investments. Dividend yield of 2%. (Analysts’ price target is $553.13.)

Gavin Graham
Trustee, Pointbreak ETFs
Price
$649.330
Owned
Yes
TOP PICK
TOP PICK
September 29, 2017

This is food centred US retail malls. They own $1 billion worth in 23 states. Has a pretty good track record. Dividend yield of 7.6%. (Analysts’ price target is $11.75.)

Slate Retail REIT (SRT.UN-T)
September 29, 2017

This is food centred US retail malls. They own $1 billion worth in 23 states. Has a pretty good track record. Dividend yield of 7.6%. (Analysts’ price target is $11.75.)

Gavin Graham
Trustee, Pointbreak ETFs
Price
$13.410
Owned
Yes
TOP PICK
TOP PICK
September 29, 2017

It does 145 pharmacies by Loblaw’s (L-T) and medical services for the Canadian Defence Department, as well as a satellite business out of Saskatoon. One of the most consistently profitable small-cap companies for the last 5 years. 4% dividend yield. (Analysts’ price target is $31.00.)

Calian Group Ltd (CGY-T)
September 29, 2017

It does 145 pharmacies by Loblaw’s (L-T) and medical services for the Canadian Defence Department, as well as a satellite business out of Saskatoon. One of the most consistently profitable small-cap companies for the last 5 years. 4% dividend yield. (Analysts’ price target is $31.00.)

Gavin Graham
Trustee, Pointbreak ETFs
Price
$28.600
Owned
Yes
DON'T BUY
DON'T BUY
September 29, 2017

Seasonally, this is beyond the period of seasonal strength. The peak period you want to be in for industrial stocks is between March 6 and June 11, which produces an average return above the S&P 500 of about 9.05%, and has been positive in about 15 of the past 19 periods. Currently, it is starting to break down. The headlines do not help the stock. Technically, it seems to be developing a Head and Shoulders pattern, which implies lower Highs ahead. There is really no reason to hold this.

Bombardier Inc (B) (BBD.B-T)
September 29, 2017

Seasonally, this is beyond the period of seasonal strength. The peak period you want to be in for industrial stocks is between March 6 and June 11, which produces an average return above the S&P 500 of about 9.05%, and has been positive in about 15 of the past 19 periods. Currently, it is starting to break down. The headlines do not help the stock. Technically, it seems to be developing a Head and Shoulders pattern, which implies lower Highs ahead. There is really no reason to hold this.

Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$2.260
Owned
Unknown