Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
December 1, 2017

Banks? or lifecos? He sold MFC-T about a year ago. They are a great play on rising interest rates. He did not think they would go up as fast as they did and so he allocated to bank shares.

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Manulife Financial (MFC-T)
December 1, 2017

Banks? or lifecos? He sold MFC-T about a year ago. They are a great play on rising interest rates. He did not think they would go up as fast as they did and so he allocated to bank shares.

COMMENT
COMMENT
December 1, 2017

It has been a good performing company because they executed well. They have a unique position. He missed this one. 59 times forward earnings vs. an industry average of 26.

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Descartes (DSG-T)
December 1, 2017

It has been a good performing company because they executed well. They have a unique position. He missed this one. 59 times forward earnings vs. an industry average of 26.

BUY
BUY
December 1, 2017

He owns it in income oriented accounts for the yield. They are paying, and recently increased, the dividend. They announced the acquisition of WGL-N and would have to raise capital, which spooked the market. After this they will become a significant player n the US.

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Altagas Ltd (ALA-T)
December 1, 2017

He owns it in income oriented accounts for the yield. They are paying, and recently increased, the dividend. They announced the acquisition of WGL-N and would have to raise capital, which spooked the market. After this they will become a significant player n the US.

BUY
BUY
December 1, 2017

There is a secular story and a cyclical story and the two have converged. It is well run. The problem is the movies. He is looking at it. It is attractive in the $50 range after tax loss selling.

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Cineplex Inc (CGX-T)
December 1, 2017

There is a secular story and a cyclical story and the two have converged. It is well run. The problem is the movies. He is looking at it. It is attractive in the $50 range after tax loss selling.

DON'T BUY
DON'T BUY
December 1, 2017

He is concerned about the debt they have carried and the legacy of it. Management has done a good job of paying it down and refocusing the company, but a lot of people are looking at the price of 3 years ago and it is not getting back there. He does not own any but is looking at JNJ-N and GILD-Q.

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He is concerned about the debt they have carried and the legacy of it. Management has done a good job of paying it down and refocusing the company, but a lot of people are looking at the price of 3 years ago and it is not getting back there. He does not own any but is looking at JNJ-N and GILD-Q.

BUY
BUY
December 1, 2017

Zinc inventories have gone through the pinch point. This is at the top of his list of precious metals. It is a pure play.

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Trevali Mining Corp (TV-T)
December 1, 2017

Zinc inventories have gone through the pinch point. This is at the top of his list of precious metals. It is a pure play.

HOLD
HOLD
December 1, 2017

As a retiree, your retirement income just got you an extra 3% growth. Before you sell ask what you will buy that will equal the income and growth. Watch what is taxable. It is a domestic bank. It had a really good run. Don’t expect the same returns because the fear factor came off. The dividend is attractive.

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As a retiree, your retirement income just got you an extra 3% growth. Before you sell ask what you will buy that will equal the income and growth. Watch what is taxable. It is a domestic bank. It had a really good run. Don’t expect the same returns because the fear factor came off. The dividend is attractive.