Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 1, 2018

It is not like Shoppers Drug Mart like some people believe it is. They are more an integrated health care company rather than retail. Some of the issues they had with the CVS part of the business have stabilized. It makes sense in the Health Care space to be vertically integrated. Over the long run is going to do well particularly if they integrate ETNA well. On top of that the tax cuts will help them as they are mostly domestic (Analysts' price target $89).

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CVS Health Corp (CVS-N)
February 1, 2018

It is not like Shoppers Drug Mart like some people believe it is. They are more an integrated health care company rather than retail. Some of the issues they had with the CVS part of the business have stabilized. It makes sense in the Health Care space to be vertically integrated. Over the long run is going to do well particularly if they integrate ETNA well. On top of that the tax cuts will help them as they are mostly domestic (Analysts' price target $89).

BUY
BUY
February 1, 2018

A good commercial bank. It has improved in the later years concentrating more on the retail side and not trying to be an investment bank. They bought a bank in the US and they had to pay more than they expected. They are executing particularly well though on that acquisition. Cost structures continue to come down. Banking is changing in general like retail is.

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A good commercial bank. It has improved in the later years concentrating more on the retail side and not trying to be an investment bank. They bought a bank in the US and they had to pay more than they expected. They are executing particularly well though on that acquisition. Cost structures continue to come down. Banking is changing in general like retail is.

TOP PICK
TOP PICK
February 1, 2018

Canadian company that is in the property management services business. Great growth capitalizing on concentration in the space. They own franchise business like California Closets. High multiple but growth justifies it. They are the largest player in the space but they are only 10% of the market. Exposure in the States as well. Very unique company in Canada. Great brand. (Analysts' price target is $ 86.73)

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Firstservice Corp (FSV-T)
February 1, 2018

Canadian company that is in the property management services business. Great growth capitalizing on concentration in the space. They own franchise business like California Closets. High multiple but growth justifies it. They are the largest player in the space but they are only 10% of the market. Exposure in the States as well. Very unique company in Canada. Great brand. (Analysts' price target is $ 86.73)

TOP PICK
TOP PICK
February 1, 2018

Recommended the stock for a long time. Simple story: all the bad stuff is done, massively capitalized, continue reducing costs. Momentum on earnings. They are internationally but they are 10% of the deposits in the US. Great credit card business. 6% owned by Warren Buffet. Everything is there to be a great institution. Real opportunity to see higher prices through organic growth. (Analysts' price target is $34.43)

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Bank of America (BAC-N)
February 1, 2018

Recommended the stock for a long time. Simple story: all the bad stuff is done, massively capitalized, continue reducing costs. Momentum on earnings. They are internationally but they are 10% of the deposits in the US. Great credit card business. 6% owned by Warren Buffet. Everything is there to be a great institution. Real opportunity to see higher prices through organic growth. (Analysts' price target is $34.43)

TOP PICK
TOP PICK
February 1, 2018

The industry had many years that were terrible but then companies were bought and it has been rationalized. Good opportunity. Good pricing power. Good capacity on the oil side as he sees more oil being moved by rail particularly in Canada. It is a play on global growth as rail is efficient. It has underperformed CP lately and thinks it is going to catch up (Analysts' price target is $ 106.75).

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The industry had many years that were terrible but then companies were bought and it has been rationalized. Good opportunity. Good pricing power. Good capacity on the oil side as he sees more oil being moved by rail particularly in Canada. It is a play on global growth as rail is efficient. It has underperformed CP lately and thinks it is going to catch up (Analysts' price target is $ 106.75).

DON'T BUY
DON'T BUY
February 1, 2018

The stock popped and then gave it right back. He’d like to see the dividend hiked but that would be a signal they could not grow any more.

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The stock popped and then gave it right back. He’d like to see the dividend hiked but that would be a signal they could not grow any more.