Latest Expert Opinions

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Opinion
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HOLD
HOLD
December 14, 2017

Former darling of many investors. They still pay a dividend but it was reduced. The company was quite acquisitive over the years. At times they may have grown too fast. They have decent properties. They don’t have the best balance sheet but at these valuations it is cheap. Hang on to it to see if you get a recovery.

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Former darling of many investors. They still pay a dividend but it was reduced. The company was quite acquisitive over the years. At times they may have grown too fast. They have decent properties. They don’t have the best balance sheet but at these valuations it is cheap. Hang on to it to see if you get a recovery.

TOP PICK
TOP PICK
December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet. They invested in Craftsman from Sears. 55% of revenues are from the US and the rest are from outside. They raised the dividend for 50 years. (Analysts’ target: $183.00).

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Stanley Works, The (SWK-N)
December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet. They invested in Craftsman from Sears. 55% of revenues are from the US and the rest are from outside. They raised the dividend for 50 years. (Analysts’ target: $183.00).

BUY
BUY
December 14, 2017

This has been a great performer. He's gotten a little worried about it because it has done so well, and has taken some profits here and there. If you want to get into that area in a diversified way, this has all the Fang stocks and has done exceptionally well. The US economy looks in pretty good shape. The industry, as a whole, will continue to do well as long as the US economy is perking along, and will tend to do better than other segments. Not a bad place to put your money, but he wouldn't overweight it at the present. There might be a further correction sometime in January that will offer a better opportunity.

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This has been a great performer. He's gotten a little worried about it because it has done so well, and has taken some profits here and there. If you want to get into that area in a diversified way, this has all the Fang stocks and has done exceptionally well. The US economy looks in pretty good shape. The industry, as a whole, will continue to do well as long as the US economy is perking along, and will tend to do better than other segments. Not a bad place to put your money, but he wouldn't overweight it at the present. There might be a further correction sometime in January that will offer a better opportunity.

BUY
BUY
December 14, 2017

Doesn't tend to be a super exciting stock, but the yield is fantastic. Has it in his portfolios to generate a steady cash flow and increases in the dividend over time. The dominant telco in Canada. They continue to show imagination in the things they do. This is a "buy and hold" situation.

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BCE Inc. (BCE-T)
December 14, 2017

Doesn't tend to be a super exciting stock, but the yield is fantastic. Has it in his portfolios to generate a steady cash flow and increases in the dividend over time. The dominant telco in Canada. They continue to show imagination in the things they do. This is a "buy and hold" situation.

WAIT
WAIT
December 14, 2017

This has been acting quite well recently, and doesn't know if this is a bottom or a top. It’s a good company. They made a mess of their acquisition in Alberta and have a plan to fix things. The multiple is extremely high. There’s been a lot of anticipation that this turnaround is going to happen more quickly than he thinks is possible. Looking into 2018 the stock looks fully priced. He isn’t a fan of the grocery business. Wait to see how well they do in turning things around in Alberta.

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This has been acting quite well recently, and doesn't know if this is a bottom or a top. It’s a good company. They made a mess of their acquisition in Alberta and have a plan to fix things. The multiple is extremely high. There’s been a lot of anticipation that this turnaround is going to happen more quickly than he thinks is possible. Looking into 2018 the stock looks fully priced. He isn’t a fan of the grocery business. Wait to see how well they do in turning things around in Alberta.

BUY
BUY
December 14, 2017

These are local Alberta pipelines, and not facing the same kind of political headwinds the big pipeline companies seem to be experiencing. Feels the dividend is relatively safe and management is good. Despite problematic oil prices, new capacity continues to come on from the oil sands. If you want to buy for the dividend, it is a good, safe investment. He is not as negative on the oil/gas sector as some people are.

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These are local Alberta pipelines, and not facing the same kind of political headwinds the big pipeline companies seem to be experiencing. Feels the dividend is relatively safe and management is good. Despite problematic oil prices, new capacity continues to come on from the oil sands. If you want to buy for the dividend, it is a good, safe investment. He is not as negative on the oil/gas sector as some people are.

PAST TOP PICK
PAST TOP PICK
December 14, 2017

(A Top Pick Feb 3/17. Up 6%.) A good safe dividend payer. Has added to some positions. A well-run company. It will do well in a good economic environment.

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(A Top Pick Feb 3/17. Up 6%.) A good safe dividend payer. Has added to some positions. A well-run company. It will do well in a good economic environment.