Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 30, 2017

SU-T vs. CNQ-T. SU-T is a great company. With CNQ-T they are the two big guys in the field. He owns neither one but he would lean a little more to CNQ-T because of better valuation. The yield is not as great but they have more potential to bump the dividend up. Unit we get a better energy environment in Canada the growth will be limited.

SU-T vs. CNQ-T. SU-T is a great company. With CNQ-T they are the two big guys in the field. He owns neither one but he would lean a little more to CNQ-T because of better valuation. The yield is not as great but they have more potential to bump the dividend up. Unit we get a better energy environment in Canada the growth will be limited.

Don Lato
President, Padlock Investment Management
Price
$43.760
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

He never takes gold stock questions and does not own them. In 1980 gold was at $800 and the Dow was at 800 points. The Dow crossed $24k today while gold is hoping to get past $1300. He does not see the justification. He has ever owned any gold stocks.

Kinross Gold (K-T)
November 30, 2017

He never takes gold stock questions and does not own them. In 1980 gold was at $800 and the Dow was at 800 points. The Dow crossed $24k today while gold is hoping to get past $1300. He does not see the justification. He has ever owned any gold stocks.

Don Lato
President, Padlock Investment Management
Price
$5.390
Owned
No
BUY
BUY
November 30, 2017

It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.

Walmart Inc (WMT-N)
November 30, 2017

It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.

Don Lato
President, Padlock Investment Management
Price
$97.230
Owned
No
PARTIAL SELL
PARTIAL SELL
November 30, 2017

It has had a remarkable run over the last 10 years. It has doubled. This is mostly due to the management team. It has the highest return on equity of the group. It has re-rated higher. It has gone from being a small regional bank to one of the big boys. It is now one of the big-six banks (formerly 5). He would be tempted to take partial profits. There is nothing wrong with it operationally.

It has had a remarkable run over the last 10 years. It has doubled. This is mostly due to the management team. It has the highest return on equity of the group. It has re-rated higher. It has gone from being a small regional bank to one of the big boys. It is now one of the big-six banks (formerly 5). He would be tempted to take partial profits. There is nothing wrong with it operationally.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$63.570
Owned
Unknown
BUY
BUY
November 30, 2017

Best known for hot water heater rentals. He likes the business and its stable recurring revenue model, high profitability and a respectable, growing dividend yield. The valuation keeps him away from it and he would wait for more of a pull back to get interested in it. This is not a pro-growth stock and he is currently positioning more for growth.

EnerCare Inc (ECI-T)
November 30, 2017

Best known for hot water heater rentals. He likes the business and its stable recurring revenue model, high profitability and a respectable, growing dividend yield. The valuation keeps him away from it and he would wait for more of a pull back to get interested in it. This is not a pro-growth stock and he is currently positioning more for growth.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$20.120
Owned
No
WEAK BUY
WEAK BUY
November 30, 2017

It is a senior natural gas producer that he used to own. He holds the management team in high regards. They are remarkably managed to grow. He exited because he was not constructive on natural gas pricing. It was a goto name, otherwise. Production is growing and they are doing so profitably. It is hard for them to get their gas out of the basin and that is what keeps him out of the stock.

Tourmaline Oil Corp (TOU-T)
November 30, 2017

It is a senior natural gas producer that he used to own. He holds the management team in high regards. They are remarkably managed to grow. He exited because he was not constructive on natural gas pricing. It was a goto name, otherwise. Production is growing and they are doing so profitably. It is hard for them to get their gas out of the basin and that is what keeps him out of the stock.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$23.180
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

He is not looking at owning it. It is a high Beta stock and not a strong franchise. Investment banking has been weak since the resource cycle peaked several years ago. They are not likely to pay a dividend any time soon.

He is not looking at owning it. It is a high Beta stock and not a strong franchise. Investment banking has been weak since the resource cycle peaked several years ago. They are not likely to pay a dividend any time soon.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$2.660
Owned
No