Latest Expert Opinions

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

(Market Call Minute) It is operating well but it is two multiple turns more expensive than usual so he would not chase it here.

(Market Call Minute) It is operating well but it is two multiple turns more expensive than usual so he would not chase it here.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$163.030
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 11/17, Up 10%) They closed on their largest acquisition in history, and announced another one in the US. Earlier this week they announced really strong earnings. Earnings are growing 16-17% and there is lots of runway ahead of them.

(A Top Pick Jan 11/17, Up 10%) They closed on their largest acquisition in history, and announced another one in the US. Earlier this week they announced really strong earnings. Earnings are growing 16-17% and there is lots of runway ahead of them.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$65.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 11/17, Up 110%) The short seller’s research was nonsense in his opinion. They are a one stop shop for a small business to get into ecommerce. It is a powerful emerging technology player in Canada.

Shopify Inc. (SHOP-T)
November 30, 2017

(A Top Pick Jan 11/17, Up 110%) The short seller’s research was nonsense in his opinion. They are a one stop shop for a small business to get into ecommerce. It is a powerful emerging technology player in Canada.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$135.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2017

(A Top Pick Jan 11/17, Up 13%) They have a great deal of exposure to fixed income. There is a new CEO who is quite impressive. Their Asian operations are their crown jewel. The 3% dividend should continue to grow.

Manulife Financial (MFC-T)
November 30, 2017

(A Top Pick Jan 11/17, Up 13%) They have a great deal of exposure to fixed income. There is a new CEO who is quite impressive. Their Asian operations are their crown jewel. The 3% dividend should continue to grow.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$27.110
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

There is a short call on this one. Canada’s largest company and one of the largest banks in the world. It is the undisputed leader in wealth management. It is a leverage play on domestic banking. It has a 3.6% dividend that grows at 10% compounded. It should be a core part of any Canadian portfolio. (Analysts’ target: $108.00).

Royal Bank (RY-T)
November 30, 2017

There is a short call on this one. Canada’s largest company and one of the largest banks in the world. It is the undisputed leader in wealth management. It is a leverage play on domestic banking. It has a 3.6% dividend that grows at 10% compounded. It should be a core part of any Canadian portfolio. (Analysts’ target: $108.00).

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$100.850
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

There is a big catalyst in front of them. They are about to make a decision on a propane dehydrogenation and polypropylene plant in the next quarter. Alberta is awash in propane so there is a glut. It has a 6.3% dividend. 80% of the business is underpinned with take or pay contracts. (Analysts’ target: $29.00).

Inter Pipeline (IPL-T)
November 30, 2017

There is a big catalyst in front of them. They are about to make a decision on a propane dehydrogenation and polypropylene plant in the next quarter. Alberta is awash in propane so there is a glut. It has a 6.3% dividend. 80% of the business is underpinned with take or pay contracts. (Analysts’ target: $29.00).

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$27.100
Owned
Yes
TOP PICK
TOP PICK
November 30, 2017

They are merging with AGU-T. There will be $500 Million in synergies. It is the bottom of the cycle for crop nutrients. (Analysts’ target: $24.46).

They are merging with AGU-T. There will be $500 Million in synergies. It is the bottom of the cycle for crop nutrients. (Analysts’ target: $24.46).

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$25.320
Owned
Yes