Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
December 4, 2017

He loves ZWB-T and it is a great way to hold the banks. But he sold out, taking profits, putting it into ZWU-T. This is a lot more interest rate sensitive. ZWU-T will outperform in a market correction as utilities are more defensive.

Show full opinionHide full opinion

He loves ZWB-T and it is a great way to hold the banks. But he sold out, taking profits, putting it into ZWU-T. This is a lot more interest rate sensitive. ZWU-T will outperform in a market correction as utilities are more defensive.

BUY
BUY
December 4, 2017

He loves ZWB-T and it is a great way to hold the banks. But he sold out, taking profits, putting it into ZWU-T. This is a lot more interest rate sensitive. ZWU-T will outperform in a market correction as utilities are more defensive.

Show full opinionHide full opinion

He loves ZWB-T and it is a great way to hold the banks. But he sold out, taking profits, putting it into ZWU-T. This is a lot more interest rate sensitive. ZWU-T will outperform in a market correction as utilities are more defensive.

DON'T BUY
DON'T BUY
December 4, 2017

It holds uranium producing companies and has some exposure to the Uranium price. Technically you would look at the highs from earlier this year. This might be a similar move. The most recent low before the breakout is probably the support level. He’d want to see more upside potential relative to the downside to support, so would not recommend it.

Show full opinionHide full opinion

It holds uranium producing companies and has some exposure to the Uranium price. Technically you would look at the highs from earlier this year. This might be a similar move. The most recent low before the breakout is probably the support level. He’d want to see more upside potential relative to the downside to support, so would not recommend it.

DON'T BUY
DON'T BUY
December 4, 2017

It has been the dramatically underperforming bank of the big six. Have they really changed? Is their step into the US too late? He suggests you look at fundamental research. If you look at the highs of last April he wonders how much more upside there is on this one than that. He is underweight Canadian banks. He would not chase it higher.

Show full opinionHide full opinion

It has been the dramatically underperforming bank of the big six. Have they really changed? Is their step into the US too late? He suggests you look at fundamental research. If you look at the highs of last April he wonders how much more upside there is on this one than that. He is underweight Canadian banks. He would not chase it higher.

PAST TOP PICK
PAST TOP PICK
December 4, 2017

(A Top Pick Oct 20/16, Up 26%) one of his largest holdings. The best capital allocator in Canada. They upped their acquisition game, typically smaller companies. As they get bigger they either need to be acquiring larger or more companies to keep up with their growth rate. A tremendously run company. He still likes them.

Show full opinionHide full opinion

(A Top Pick Oct 20/16, Up 26%) one of his largest holdings. The best capital allocator in Canada. They upped their acquisition game, typically smaller companies. As they get bigger they either need to be acquiring larger or more companies to keep up with their growth rate. A tremendously run company. He still likes them.

PAST TOP PICK
PAST TOP PICK
December 4, 2017

(A Top Pick Oct 20/16, Up 11%) Still a core holding. Railway tie replacements can be cyclical and they saw softness in 2016. They are successful in acquiring companies and consolidating within their industry. He expects them to be active on the acquiring front.

Show full opinionHide full opinion
Stella-Jones Inc. (SJ-T)
December 4, 2017

(A Top Pick Oct 20/16, Up 11%) Still a core holding. Railway tie replacements can be cyclical and they saw softness in 2016. They are successful in acquiring companies and consolidating within their industry. He expects them to be active on the acquiring front.

PAST TOP PICK
PAST TOP PICK
December 4, 2017

(A Top Pick Oct 20/16, Down 74%) This is a turnaround story. The chart is ugly and he was early. Print ad mail is in decline. They are getting into the large print type world like the ads on the side of busses. He thinks their upside is tremendous.

Show full opinionHide full opinion

(A Top Pick Oct 20/16, Down 74%) This is a turnaround story. The chart is ugly and he was early. Print ad mail is in decline. They are getting into the large print type world like the ads on the side of busses. He thinks their upside is tremendous.