Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 12, 2017

Doesn't follow this closely. It owns a lot of apartment buildings, particularly in areas like Metropolitan Toronto, where the housing market is relatively tight. Very steady cash flow streams. They get rate increases every year, so it's a relatively defensive type of investment. A good candidate if looking for yield and a defence of cash flow. Dividend yield of 3.5%.

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Doesn't follow this closely. It owns a lot of apartment buildings, particularly in areas like Metropolitan Toronto, where the housing market is relatively tight. Very steady cash flow streams. They get rate increases every year, so it's a relatively defensive type of investment. A good candidate if looking for yield and a defence of cash flow. Dividend yield of 3.5%.

COMMENT
COMMENT
December 12, 2017

She likes Canadian banks as a group. This one has good exposure in the US. The banks have just finished reporting the 4th quarter and pretty much all came in online. Have all been increasing their dividend in the mid-single digit range, and she expects them to continue. Going forward, this will be a call on both the US and Canadian economies. This is a good environment for the banks.

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Toronto Dominion (TD-T)
December 12, 2017

She likes Canadian banks as a group. This one has good exposure in the US. The banks have just finished reporting the 4th quarter and pretty much all came in online. Have all been increasing their dividend in the mid-single digit range, and she expects them to continue. Going forward, this will be a call on both the US and Canadian economies. This is a good environment for the banks.

PAST TOP PICK
PAST TOP PICK
December 12, 2017

(A Top Pick Dec 14/16. Up 17%.) She likes the banks as a group. They’ve started to pick up their price/share performance mid year. This has been one of the leaders in the group. Has about a 22% exposure in the US, which she likes. While the valuation is a little elevated versus historical averages, the earnings are coming through and are pretty stable. Their payout ratio is about 46% of earnings, and the targets are 40%-50%. They are going to continue to get that 7%-8% earnings growth.

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Royal Bank (RY-T)
December 12, 2017

(A Top Pick Dec 14/16. Up 17%.) She likes the banks as a group. They’ve started to pick up their price/share performance mid year. This has been one of the leaders in the group. Has about a 22% exposure in the US, which she likes. While the valuation is a little elevated versus historical averages, the earnings are coming through and are pretty stable. Their payout ratio is about 46% of earnings, and the targets are 40%-50%. They are going to continue to get that 7%-8% earnings growth.

PAST TOP PICK
PAST TOP PICK
December 12, 2017

(A Top Pick Dec 14/16. Up 29%.) FANG stocks have all done quite well as a group. This has online advertising and is the leader in online search. They are going to garner a natural share of online advertising.

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(A Top Pick Dec 14/16. Up 29%.) FANG stocks have all done quite well as a group. This has online advertising and is the leader in online search. They are going to garner a natural share of online advertising.

PAST TOP PICK
PAST TOP PICK
December 12, 2017

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

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Johnson & Johnson (JNJ-N)
December 12, 2017

(A Top Pick Dec 14/16. Up 28%.) She continues to like this. All 3 divisions are doing well, but their pharmaceutical division is doing particularly well.

COMMENT
COMMENT
December 12, 2017

Has never been an owner of this. The stock had a nice bounce, but she still would not be a buyer. They've sold off some drugs, refinanced and pushed back some of the maturities on their debt, and thinks this is part of the reason why the stock has moved. It needs clarity on where they are going to get their future growth.

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Has never been an owner of this. The stock had a nice bounce, but she still would not be a buyer. They've sold off some drugs, refinanced and pushed back some of the maturities on their debt, and thinks this is part of the reason why the stock has moved. It needs clarity on where they are going to get their future growth.

COMMENT
COMMENT
December 12, 2017

A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.

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A media company that is building out their wireless platform, particularly in Western Canada. Doesn't feel any compelling reason to Buy this. Would rather own one of the national carriers. Dividend yield of about 4%.