Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 12, 2018

He’s not really excited about energy, and gets a feeling we are just being manipulated. He likes big cap energy in the US. This closed at $13.29, and his model price is $17.30, a 30% upside. It’s one Canadian stock that actually has a distribution that is actually lower than its income. Thinks it goes higher, but there is so much opportunity in the US, that it’s hard for him to recommend this.

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Enerplus Corp (ERF-T)
January 12, 2018

He’s not really excited about energy, and gets a feeling we are just being manipulated. He likes big cap energy in the US. This closed at $13.29, and his model price is $17.30, a 30% upside. It’s one Canadian stock that actually has a distribution that is actually lower than its income. Thinks it goes higher, but there is so much opportunity in the US, that it’s hard for him to recommend this.

BUY
BUY
January 12, 2018

His model price is right on where it is currently trading. It closed at $54.20, and his model prices $55.10. Big revisions are coming in, especially on the financials. We are seeing higher bond yields, which translates into higher earnings, plus we are coming out of a financial repression and finally getting interest rates up. He thinks financials go materially higher.

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Morgan Stanley (MS-N)
January 12, 2018

His model price is right on where it is currently trading. It closed at $54.20, and his model prices $55.10. Big revisions are coming in, especially on the financials. We are seeing higher bond yields, which translates into higher earnings, plus we are coming out of a financial repression and finally getting interest rates up. He thinks financials go materially higher.

BUY
BUY
January 12, 2018

He just had a positive transit this week. The last time he traded this was in 2012. His model price is $79.33, 100% higher than where it is currently trading. This is a cyclical, so these prices really never go to where the fundamentals are. EBV + 3 is $70, which is where he traded in 2011.

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He just had a positive transit this week. The last time he traded this was in 2012. His model price is $79.33, 100% higher than where it is currently trading. This is a cyclical, so these prices really never go to where the fundamentals are. EBV + 3 is $70, which is where he traded in 2011.

COMMENT
COMMENT
January 12, 2018

Had a negative transit this week of EBV -2, a Sell signal. It’s supposed to earn $.46 this year according to the analysts. The beta on small stocks are going to be substantial compared to large companies. Thinks it’s too early for this stock yet.

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Had a negative transit this week of EBV -2, a Sell signal. It’s supposed to earn $.46 this year according to the analysts. The beta on small stocks are going to be substantial compared to large companies. Thinks it’s too early for this stock yet.

DON'T BUY
DON'T BUY
January 12, 2018

He wouldn't depend on the dividend. They are only earning $1, if they are lucky. Advertising revenues are going down. Getting hit on all sides including by Netflix. Thinks the dividend will get cut. There is no growth. If they cut the dividend in half, you are still earning 6%, and he thinks the market is anticipating that. He wouldn't buy this here.

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He wouldn't depend on the dividend. They are only earning $1, if they are lucky. Advertising revenues are going down. Getting hit on all sides including by Netflix. Thinks the dividend will get cut. There is no growth. If they cut the dividend in half, you are still earning 6%, and he thinks the market is anticipating that. He wouldn't buy this here.

HOLD
HOLD
January 12, 2018

Paid all of their equity (the BV on their balance sheet) to their investors through buybacks. It has a BV of literally $5, and is trading at $334. He would never sell this, but would let it roll on.

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Boeing (BA-N)
January 12, 2018

Paid all of their equity (the BV on their balance sheet) to their investors through buybacks. It has a BV of literally $5, and is trading at $334. He would never sell this, but would let it roll on.

BUY
BUY
January 12, 2018

Since 1 January, this is one that is "coming out of the blue". His last line is $3.79, so that is a Buy signal.

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Yamana Gold Inc. (YRI-T)
January 12, 2018

Since 1 January, this is one that is "coming out of the blue". His last line is $3.79, so that is a Buy signal.