Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 2, 2018

Electronic equipment that makes monitors for many industries from pharma to oil. Established international company. ROIC rose from 14% in 2009 to 26% now. Stock is still cheap. $17B market cap. $3.8B in revenue. Consistent, well-diversified company.

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Ametek (AME-N)
February 2, 2018

Electronic equipment that makes monitors for many industries from pharma to oil. Established international company. ROIC rose from 14% in 2009 to 26% now. Stock is still cheap. $17B market cap. $3.8B in revenue. Consistent, well-diversified company.

PARTIAL SELL
PARTIAL SELL
February 2, 2018

One of the areas that people tend to lose money is airlines. Having said that it seems to be a good environment for this company. The only thing of concern is fuel costs. WestJet has come around with a new competitive subsidiary. This is typical in the airlines cycle. Reasonable priced. If oil goes to 70s or 80 would be more concerned.

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Air Canada (AC-T)
February 2, 2018

One of the areas that people tend to lose money is airlines. Having said that it seems to be a good environment for this company. The only thing of concern is fuel costs. WestJet has come around with a new competitive subsidiary. This is typical in the airlines cycle. Reasonable priced. If oil goes to 70s or 80 would be more concerned.

SELL
SELL
February 2, 2018

He would be cautious. The yield is OK, but you can find better yield somewhere. Energy sector is under a cloud. He doesn’t like the Energy sector. Yield 6.2%

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Enbridge (ENB-T)
February 2, 2018

He would be cautious. The yield is OK, but you can find better yield somewhere. Energy sector is under a cloud. He doesn’t like the Energy sector. Yield 6.2%

COMMENT
COMMENT
February 2, 2018

The company is a survivor. He considers it too speculative a stock. But they had done a good job at surviving. And they are doing some interesting things. You may see somebody interest in taking them over.

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BlackBerry (BB-T)
February 2, 2018

The company is a survivor. He considers it too speculative a stock. But they had done a good job at surviving. And they are doing some interesting things. You may see somebody interest in taking them over.

HOLD
HOLD
February 2, 2018

Intermediate to reasonable large oil stock. The outlook for the energy sector is negative. He would wait until earnings flow. Very negative psychological attitude about the energy area. He thinks they are too soon. Not like tomorrow we are going to be driving electrical cars. But he would wait.

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Baytex Energy Corp (BTE-T)
February 2, 2018

Intermediate to reasonable large oil stock. The outlook for the energy sector is negative. He would wait until earnings flow. Very negative psychological attitude about the energy area. He thinks they are too soon. Not like tomorrow we are going to be driving electrical cars. But he would wait.

PAST TOP PICK
PAST TOP PICK
February 2, 2018

(A Top Pick March 3/17 - Down 3.6%) Still hold. Given the economic growth, the company is still going to do a lot of business. He thinks it got over the scandals about bribes and all that. If the US does go ahead with the infrastructure program that would be great for the company. Have very good assets. There are rumors that they might sell some of those and pay a special dividend.

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(A Top Pick March 3/17 - Down 3.6%) Still hold. Given the economic growth, the company is still going to do a lot of business. He thinks it got over the scandals about bribes and all that. If the US does go ahead with the infrastructure program that would be great for the company. Have very good assets. There are rumors that they might sell some of those and pay a special dividend.

PAST TOP PICK
PAST TOP PICK
February 2, 2018

(A Top Pick March 3/17 - Up 6.2%.) Still like it. Like the US operations. They have more branches down in the US than they have in Canada. The Canadian Banking system is more organized than the US. He thinks better results from the US operations with the US economy growing

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Toronto Dominion (TD-T)
February 2, 2018

(A Top Pick March 3/17 - Up 6.2%.) Still like it. Like the US operations. They have more branches down in the US than they have in Canada. The Canadian Banking system is more organized than the US. He thinks better results from the US operations with the US economy growing