Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 5, 2017

Currently it’s range bound and consolidating. In the summer and fall months, there were issues with costs of materials due to hurricanes. They are dependent on some chemical plants and resins in the Midwest US. In addition, they do like a weaker Cdn$ versus a stronger one. He is continuing to buy this and is very comfortable with it.

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Currently it’s range bound and consolidating. In the summer and fall months, there were issues with costs of materials due to hurricanes. They are dependent on some chemical plants and resins in the Midwest US. In addition, they do like a weaker Cdn$ versus a stronger one. He is continuing to buy this and is very comfortable with it.

COMMENT
COMMENT
December 5, 2017

Although he owns this, he would be somewhat interested in sniffing around at Enbridge (ENB-T) as well. There is always a scare of a dividend cut on Enbridge. Both names are pretty solid in his opinion. Dividend yield of 6%.

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Inter Pipeline (IPL-T)
December 5, 2017

Although he owns this, he would be somewhat interested in sniffing around at Enbridge (ENB-T) as well. There is always a scare of a dividend cut on Enbridge. Both names are pretty solid in his opinion. Dividend yield of 6%.

COMMENT
COMMENT
December 5, 2017

This is back to where it was about 2 years ago. The company has quite a bit of exposure to Europe, which is very encouraging. That is where a lot of gains are coming from. Unfortunately, the NAFTA negotiations are still a big question mark. It’s a name he is reluctant to own. Every time he has looked at it, he has thought it a bit overvalued.

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Magna Int'l. (A) (MG-T)
December 5, 2017

This is back to where it was about 2 years ago. The company has quite a bit of exposure to Europe, which is very encouraging. That is where a lot of gains are coming from. Unfortunately, the NAFTA negotiations are still a big question mark. It’s a name he is reluctant to own. Every time he has looked at it, he has thought it a bit overvalued.

BUY
BUY
December 5, 2017

Understands they are planning on splitting out into 3 different companies. There is still a lot of private equity people in the name that are trying to work on how everything is going to work out. He likes the name. He recommends this even though he doesn’t own it.

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DowDuPont Inc. (DWDP-N)
December 5, 2017

Understands they are planning on splitting out into 3 different companies. There is still a lot of private equity people in the name that are trying to work on how everything is going to work out. He likes the name. He recommends this even though he doesn’t own it.

BUY
BUY
December 5, 2017

In the news right now because there is a lot of movement with Fox, Disney and Comcast trying to buy some of the properties. It had a breakdown in the summer and into the fall when the CFO made some negative comments on some subscriber additions, but it has rallied nicely in the last 3 weeks. The company is a beneficiary of the tax break, and in addition, they are striving to become more than just an internet mobile wireless company.

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Comcast Corp (CMCSA-Q)
December 5, 2017

In the news right now because there is a lot of movement with Fox, Disney and Comcast trying to buy some of the properties. It had a breakdown in the summer and into the fall when the CFO made some negative comments on some subscriber additions, but it has rallied nicely in the last 3 weeks. The company is a beneficiary of the tax break, and in addition, they are striving to become more than just an internet mobile wireless company.

TOP PICK
TOP PICK
December 5, 2017

The world is using an increasing amount of technology with Cloud spaced server space. This company bought a data Centre for about $4 billion recently, which gave them access to a lot of European property, a nice added bonus. Has about 150 data centres globally, and some of the biggest names in the S&P 500. To move this beyond just being a commodity of acreage of data farms, they are adding a level of IT consulting, which have higher margins. Has an effective tax rate of only 3%, so are not getting a lot of love in the last couple of days. Under this pressure, the shares represent a pretty good buying opportunity. Dividend yield of 3.4%. (Analysts’ price target is $127.)

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The world is using an increasing amount of technology with Cloud spaced server space. This company bought a data Centre for about $4 billion recently, which gave them access to a lot of European property, a nice added bonus. Has about 150 data centres globally, and some of the biggest names in the S&P 500. To move this beyond just being a commodity of acreage of data farms, they are adding a level of IT consulting, which have higher margins. Has an effective tax rate of only 3%, so are not getting a lot of love in the last couple of days. Under this pressure, the shares represent a pretty good buying opportunity. Dividend yield of 3.4%. (Analysts’ price target is $127.)

TOP PICK
TOP PICK
December 5, 2017

This does well in both Bull and Bear markets in the commodity. We are in a sort of undecided “not a lot of love for gold” right now, but gold certainly has a lot of excitement around it. Another thing they’ve done is to move into the royalty streaming business of oil and gas and other precious metals. Dividend yield of 1.2%. (Analysts’ price target is $112.30.)

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This does well in both Bull and Bear markets in the commodity. We are in a sort of undecided “not a lot of love for gold” right now, but gold certainly has a lot of excitement around it. Another thing they’ve done is to move into the royalty streaming business of oil and gas and other precious metals. Dividend yield of 1.2%. (Analysts’ price target is $112.30.)