Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Feb 10/17, Down 26%) He tax loss sold it and then bought it back yesterday. It is a good energy company with an excellent balance sheet and excellent properties. No one cared about energy this year and it was out of favour. Canadian Natural Gas prices were quite poor this year. The worst is behind it, however.

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Arc Resources Ltd (ARX-T)
December 28, 2017

(A Top Pick Feb 10/17, Down 26%) He tax loss sold it and then bought it back yesterday. It is a good energy company with an excellent balance sheet and excellent properties. No one cared about energy this year and it was out of favour. Canadian Natural Gas prices were quite poor this year. The worst is behind it, however.

PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Feb 10/17, Up 2%) It got hurt because same store sales had gone down. They have been refreshing some of their older restaurants. It is excellent value here.

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(A Top Pick Feb 10/17, Up 2%) It got hurt because same store sales had gone down. They have been refreshing some of their older restaurants. It is excellent value here.

PAST TOP PICK
PAST TOP PICK
December 28, 2017

(A Top Pick Feb 10/17, Up 15%) New construction and maintenance of elevators and escalators. New construction has largely been in Asia but Maintenance is very profitable. He continues to like it.

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Kone Oyj (KNEBV-HEL)
December 28, 2017

(A Top Pick Feb 10/17, Up 15%) New construction and maintenance of elevators and escalators. New construction has largely been in Asia but Maintenance is very profitable. He continues to like it.

DON'T BUY
DON'T BUY
December 28, 2017

His problem with it is that they have no control over their product. It will take time for them to diversify away from movies. He has a problem dealing with machines to go see a movie. He needs a human interaction. He thinks it may come back to bite them at some point. If you think it will be a great Hollywood season then you might want to buy it.

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Cineplex Inc (CGX-T)
December 28, 2017

His problem with it is that they have no control over their product. It will take time for them to diversify away from movies. He has a problem dealing with machines to go see a movie. He needs a human interaction. He thinks it may come back to bite them at some point. If you think it will be a great Hollywood season then you might want to buy it.

BUY
BUY
December 28, 2017

It has been a favourite for him for some time. He bought it for income but it is providing some growth as well. They are overdue to raise their dividend but they are using their cash to grow. He does not mind that. He is buying for new clients. It’s a little rich but he is still buying it because there are some onetime items and the PE ratio is not too bad.

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Morneau Shepell Inc (MSI-T)
December 28, 2017

It has been a favourite for him for some time. He bought it for income but it is providing some growth as well. They are overdue to raise their dividend but they are using their cash to grow. He does not mind that. He is buying for new clients. It’s a little rich but he is still buying it because there are some onetime items and the PE ratio is not too bad.

WATCH
WATCH
December 28, 2017

He has been watching it. It is Canadian. It is confined to the Canadian market and so not participating as much. It is a worldwide company.

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He has been watching it. It is Canadian. It is confined to the Canadian market and so not participating as much. It is a worldwide company.

DON'T BUY
DON'T BUY
December 28, 2017

When they made their big acquisition he wondered what they were doing. They destroyed their balance sheet. It’s becoming a show me stock. There are better quality names to choose from.

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Cenovus Energy (CVE-T)
December 28, 2017

When they made their big acquisition he wondered what they were doing. They destroyed their balance sheet. It’s becoming a show me stock. There are better quality names to choose from.