Latest Expert Opinions

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Opinion
Expert
DON'T BUY
DON'T BUY
January 17, 2018

(Market Call Minute.) Until proven otherwise, marijuana producers are producing an agricultural commodity and will earn low returns on investment capital. It's a business model that’s unproven, and he would steer clear.

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(Market Call Minute.) Until proven otherwise, marijuana producers are producing an agricultural commodity and will earn low returns on investment capital. It's a business model that’s unproven, and he would steer clear.

COMMENT
COMMENT
January 17, 2018

(Market Call Minute.) Had owned this, but cut it from the portfolio last summer. This may be the 2nd best house in a bad neighbourhood. It's growing quickly and is now a midsized producer, but has a very strong headwind of weak natural gas prices.

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(Market Call Minute.) Had owned this, but cut it from the portfolio last summer. This may be the 2nd best house in a bad neighbourhood. It's growing quickly and is now a midsized producer, but has a very strong headwind of weak natural gas prices.

BUY
BUY
January 17, 2018

(Market Call Minute.) A great stock. A leader and giant in the convenience store industry. Very profitable.

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(Market Call Minute.) A great stock. A leader and giant in the convenience store industry. Very profitable.

COMMENT
COMMENT
January 17, 2018

(Market Call Minute.) A cyclical, but ironically enough. Very consistent performance record of beating the TSX in down markets, so it is sort of an all-weather stock.

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(Market Call Minute.) A cyclical, but ironically enough. Very consistent performance record of beating the TSX in down markets, so it is sort of an all-weather stock.

TOP PICK
TOP PICK
January 17, 2018

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

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Shopify Inc. (SHOP-T)
January 17, 2018

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

TOP PICK
TOP PICK
January 17, 2018

Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

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Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

TOP PICK
TOP PICK
January 17, 2018

Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)

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Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)