Latest Expert Opinions

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COMMENT
COMMENT
December 5, 2017

There was a real change of events last week and the week before where there was a very, very negative reaction to the Candelaria mine in Chile, where the walls had collapsed. He finds the commodity space of metals, minerals, oils, gas a tough place to be because of volatility. A lot are very capital-intensive projects, and when something goes wrong, it is very costly, and very costly to shareholders. It’s always been too volatile for his liking.

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There was a real change of events last week and the week before where there was a very, very negative reaction to the Candelaria mine in Chile, where the walls had collapsed. He finds the commodity space of metals, minerals, oils, gas a tough place to be because of volatility. A lot are very capital-intensive projects, and when something goes wrong, it is very costly, and very costly to shareholders. It’s always been too volatile for his liking.

COMMENT
COMMENT
December 5, 2017

This has done extremely well. Just acquired ARBOC Specialty Vehicles out of the US, and expects it to be immediately accretive to earnings. Public transportation should, theoretically, be going under a resurgence. Dividend yield of 2.6%. Probably a good name to hold.

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This has done extremely well. Just acquired ARBOC Specialty Vehicles out of the US, and expects it to be immediately accretive to earnings. Public transportation should, theoretically, be going under a resurgence. Dividend yield of 2.6%. Probably a good name to hold.

PAST TOP PICK
PAST TOP PICK
December 5, 2017

(A Top Pick Nov 8/16. Up 26%.) One of the highest quality Canadian REITs available. Focused on the major urban centres. The only negative is that it’s trading at a bit of a premium to most analysts’ estimates NAV, so he would be a little cautious. The argument would be that in the next 12 months it will grow into that premium. Dividend yield of 3.7%.

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(A Top Pick Nov 8/16. Up 26%.) One of the highest quality Canadian REITs available. Focused on the major urban centres. The only negative is that it’s trading at a bit of a premium to most analysts’ estimates NAV, so he would be a little cautious. The argument would be that in the next 12 months it will grow into that premium. Dividend yield of 3.7%.

PAST TOP PICK
PAST TOP PICK
December 5, 2017

(A Top Pick Nov 8/16. Up 23%.) This is in the hot data centre space. The demand for server farms offloading in iCloud is insatiable. This is a real estate investment trust. It dropped 6% on the day of the tax accord as it has an effective tax rate of 2%. He would still be buying this name.

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(A Top Pick Nov 8/16. Up 23%.) This is in the hot data centre space. The demand for server farms offloading in iCloud is insatiable. This is a real estate investment trust. It dropped 6% on the day of the tax accord as it has an effective tax rate of 2%. He would still be buying this name.

PAST TOP PICK
PAST TOP PICK
December 5, 2017

(A Top Pick Nov 8/16. Up 49%.) A very boring company. Has a beautiful chart going back many, many years. A miniature Berkshire Hathaway. Still a great company to buy.

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(A Top Pick Nov 8/16. Up 49%.) A very boring company. Has a beautiful chart going back many, many years. A miniature Berkshire Hathaway. Still a great company to buy.

HOLD
HOLD
December 5, 2017

How does the recent news of Bitcoin affect this company? The idea of Bitcoin and blockchain technology is a very legitimate and growing misunderstood space. It is going to be a force to be reckoned with. This company is not going to just sit by and let it happen without being involved. Visa continues to be a core holding for him.

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Visa Inc. (V-N)
December 5, 2017

How does the recent news of Bitcoin affect this company? The idea of Bitcoin and blockchain technology is a very legitimate and growing misunderstood space. It is going to be a force to be reckoned with. This company is not going to just sit by and let it happen without being involved. Visa continues to be a core holding for him.

COMMENT
COMMENT
December 5, 2017

Got stopped out of this in the summer. This and all the theatre operators went through a very difficult summer because Hollywood failed to deliver anything interesting. Over the long run, this company will still have a place in the Canadian consumers mindset, and in addition they are doing all kinds of extra things.

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Cineplex Inc (CGX-T)
December 5, 2017

Got stopped out of this in the summer. This and all the theatre operators went through a very difficult summer because Hollywood failed to deliver anything interesting. Over the long run, this company will still have a place in the Canadian consumers mindset, and in addition they are doing all kinds of extra things.