Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 25, 2017

Pipeline infrastructure. Over the last week or 2, it has pulled back significantly, and he hasn’t seen any rhyme or reason for it. The US acquisition of Spectra Energy gives them a viable pass for growth over the next 5-6 years. Pays a good dividend yield.

Enbridge (ENB-T)
October 25, 2017

Pipeline infrastructure. Over the last week or 2, it has pulled back significantly, and he hasn’t seen any rhyme or reason for it. The US acquisition of Spectra Energy gives them a viable pass for growth over the next 5-6 years. Pays a good dividend yield.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$48.630
Owned
Yes
COMMENT
COMMENT
October 25, 2017

Has a huge market share in the screen printing business in the US. A good track record and good history, but doesn’t see huge upside growth. Prefers something where you can get a higher return and better dividend.

Has a huge market share in the screen printing business in the US. A good track record and good history, but doesn’t see huge upside growth. Prefers something where you can get a higher return and better dividend.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$39.920
Owned
No
BUY WEAKNESS
BUY WEAKNESS
October 25, 2017

These types of companies have taken off over the last 6 months or so. Prefers Martinrea (MRE-T), because it was a bit of a turnaround story with better share price potential. He would be comfortable owning Magna, but would prefer it a little cheaper.

Magna Int'l. (A) (MG-T)
October 25, 2017

These types of companies have taken off over the last 6 months or so. Prefers Martinrea (MRE-T), because it was a bit of a turnaround story with better share price potential. He would be comfortable owning Magna, but would prefer it a little cheaper.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$70.350
Owned
No
DON'T BUY
DON'T BUY
October 25, 2017

This may be a sign of the times, where they essentially own cable subscription type services. A niche segment in the TV industry. There has been lower viewership and lower advertising dollars, which hurts revenues. Not sure the slide in the stock is done yet and would be a little leery. If you own, consider if there are better opportunities for your money to work.

DHX Media (DHX.B-T)
October 25, 2017

This may be a sign of the times, where they essentially own cable subscription type services. A niche segment in the TV industry. There has been lower viewership and lower advertising dollars, which hurts revenues. Not sure the slide in the stock is done yet and would be a little leery. If you own, consider if there are better opportunities for your money to work.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$4.040
Owned
No
BUY
BUY
October 25, 2017

This is in the utility/infrastructure space. A good company and has seen pretty good growth over the last couple of months or so. In a rising interest rate environment, utilities would face some pressures, but this company has withstood that very well. This will continue to move along well, and pays a good dividend yield of 3.7%.

Fortis Inc. (FTS-T)
October 25, 2017

This is in the utility/infrastructure space. A good company and has seen pretty good growth over the last couple of months or so. In a rising interest rate environment, utilities would face some pressures, but this company has withstood that very well. This will continue to move along well, and pays a good dividend yield of 3.7%.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$46.850
Owned
No
BUY
BUY
October 25, 2017

In packaging goods, and they have competition. It came down in the 2nd quarter over the summer, when there really wasn’t much volume, so earnings were not great. He’s been buying shares over the last couple of months. It’s a growing company that is going through some growing pains, to get to the next level.

In packaging goods, and they have competition. It came down in the 2nd quarter over the summer, when there really wasn’t much volume, so earnings were not great. He’s been buying shares over the last couple of months. It’s a growing company that is going through some growing pains, to get to the next level.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$20.200
Owned
Yes
COMMENT
COMMENT
October 25, 2017

Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.

Cenovus Energy (CVE-T)
October 25, 2017

Had a tough year and their share price tanked. It’s starting to see a bit of a turnaround, and there has been some nice appreciation over the last couple of months. Pulled back in the last few weeks with the sector. They started to eliminate debt, which is a huge thing for them, because their debt ratios were off the charts. Have had some strategic asset sales which is bringing down the debt, and the market is liking that.

Cole Kachur
Senior Wealth Advisor, ScotiaWealth Management
Price
$12.030
Owned
Unknown