Latest Expert Opinions

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

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$28.750
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

Telus Corp (T-T)
November 30, 2017

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$47.680
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

T-T vs. RCI.B-T vs. SJR.B-T. He sold T-T last year because of tepid growth and valuation at the top of its range. He sold it to make way for a more cyclical investment. RCI.B-T is the strongest of the telcos. The whole space is expensive.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$66.960
Owned
No
HOLD
HOLD
November 30, 2017

(Market Call Minute) There could be a catalyst coming up. You want to be here for a good tie and not a long time as the Canadian auto sector is a bit long in the tooth.

AutoCanada Inc. (ACQ-T)
November 30, 2017

(Market Call Minute) There could be a catalyst coming up. You want to be here for a good tie and not a long time as the Canadian auto sector is a bit long in the tooth.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$24.050
Owned
No
DON'T BUY
DON'T BUY
November 30, 2017

(Market Call Minute) It is beta on steroids. Weak business, weak margins.

Precision Drilling (PD-T)
November 30, 2017

(Market Call Minute) It is beta on steroids. Weak business, weak margins.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$3.620
Owned
No
BUY
BUY
November 30, 2017

(Market Call Minute) He likes it. It has a good global footprint. High ROE and a good capital return to shareholder strategy. If it has become outsized in your portfolio, don’t be shy about taking profits.

Magna Int'l. (A) (MG-T)
November 30, 2017

(Market Call Minute) He likes it. It has a good global footprint. High ROE and a good capital return to shareholder strategy. If it has become outsized in your portfolio, don’t be shy about taking profits.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$72.370
Owned
Yes
WATCH
WATCH
November 30, 2017

(Market Call Minute) Be careful. It trades at 2.5 times book. You should buy it when there is blood in the streets. They are 50% above the 20 year average.

West Fraser Timber (WFT-T)
November 30, 2017

(Market Call Minute) Be careful. It trades at 2.5 times book. You should buy it when there is blood in the streets. They are 50% above the 20 year average.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$81.540
Owned
Unknown