Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 5, 2017

There is always going to be a regulatory cloud over Internet gambling. The stock is cheap and had a terrific last earnings quarter, up 22%. If the central US government is going to starve the states by reducing taxes, then they are going to be looking for extra places to get money, and online gambling is a darn good place to find it. (Analysts’ price target is $33.)

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There is always going to be a regulatory cloud over Internet gambling. The stock is cheap and had a terrific last earnings quarter, up 22%. If the central US government is going to starve the states by reducing taxes, then they are going to be looking for extra places to get money, and online gambling is a darn good place to find it. (Analysts’ price target is $33.)

TOP PICK
TOP PICK
December 5, 2017

Years ago, they bought the Tasiest mine and paid a horrendous amount of money for it, and then had to write it all off. Now that everything is written off, you have a hard asset. They are now going to enlarge the mine in 2018, and it is going to be a low-cost producer. If we get any kind of a move in bullion at all, the stock should do very, very well. (Analysts’ price target is $6.99.)

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Kinross Gold (K-T)
December 5, 2017

Years ago, they bought the Tasiest mine and paid a horrendous amount of money for it, and then had to write it all off. Now that everything is written off, you have a hard asset. They are now going to enlarge the mine in 2018, and it is going to be a low-cost producer. If we get any kind of a move in bullion at all, the stock should do very, very well. (Analysts’ price target is $6.99.)

COMMENT
COMMENT
December 5, 2017

Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.

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Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.

COMMENT
COMMENT
December 5, 2017

Believes in the turnaround. Had acquired Rubbermaid and spent quite a bit of time rationalizing their brands and their offerings, and selling off some pretty iconic names. He is very positive on the name, but as result of his Stop-Losses he was taken out before it got really ugly. He’d be interested in taking another look at it now.

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Newell Brands Inc (NWL-N)
December 5, 2017

Believes in the turnaround. Had acquired Rubbermaid and spent quite a bit of time rationalizing their brands and their offerings, and selling off some pretty iconic names. He is very positive on the name, but as result of his Stop-Losses he was taken out before it got really ugly. He’d be interested in taking another look at it now.

COMMENT
COMMENT
December 5, 2017

The continued luck with the Paw Patrol line up and the Hatchimal’s is still doing very well. This is not widely followed on Bay Street.

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Spin Master Corp (TOY-T)
December 5, 2017

The continued luck with the Paw Patrol line up and the Hatchimal’s is still doing very well. This is not widely followed on Bay Street.

DON'T BUY
DON'T BUY
December 5, 2017

He tried to navigate this back in 2013-2014 unsuccessfully. It has had a very good move in the last little while. There are too many other cleaner, less headachy names. Too many moving parts for him.

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He tried to navigate this back in 2013-2014 unsuccessfully. It has had a very good move in the last little while. There are too many other cleaner, less headachy names. Too many moving parts for him.

COMMENT
COMMENT
December 5, 2017

He owns and prefers the parent, Brookfield Asset Management. We are seeing a lot more movement from the company on an international basis, which he finds interesting. Also, the whole Brookfield family is more involved in India with about a 7%-8% exposure. 5.5% dividend yield.

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He owns and prefers the parent, Brookfield Asset Management. We are seeing a lot more movement from the company on an international basis, which he finds interesting. Also, the whole Brookfield family is more involved in India with about a 7%-8% exposure. 5.5% dividend yield.