Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 14, 2018

He likes the management and they are in the processes of a major acquisition and will need to divest some of the assets. Organic growth is picking up. Not a cheap stock, but it is reasonable. (Analysts’ price target is $175).

Praxair Inc (PX-N)
February 14, 2018

He likes the management and they are in the processes of a major acquisition and will need to divest some of the assets. Organic growth is picking up. Not a cheap stock, but it is reasonable. (Analysts’ price target is $175).

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$155.070
Owned
Yes
BUY
BUY
February 14, 2018

Do you like the company? He likes the business – it is not cheap on a multiple of free cash. It has become an annuity type investment. It deserves a higher than peer multiple. It is a good business with good cash flow. Yield 2%.

Microsoft (MSFT-Q)
February 14, 2018

Do you like the company? He likes the business – it is not cheap on a multiple of free cash. It has become an annuity type investment. It deserves a higher than peer multiple. It is a good business with good cash flow. Yield 2%.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$90.810
Owned
Unknown
WATCH
WATCH
February 14, 2018

The company has a few divisions and their US truck load division has been giving them trouble, but US spot truck rates have been improving. Their contracted business will take a while to improve. The Canadian division is fine. This is a business worth a lot more than the sum of the parts – he thinks they may end up selling parts of the business. Yield 2.8%.

The company has a few divisions and their US truck load division has been giving them trouble, but US spot truck rates have been improving. Their contracted business will take a while to improve. The Canadian division is fine. This is a business worth a lot more than the sum of the parts – he thinks they may end up selling parts of the business. Yield 2.8%.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$29.750
Owned
No
HOLD
HOLD
February 14, 2018

Should I add to my position? It trades at a fair price, but comes with a fair amount of debt. They had a good wireless quarter. What could shake things up is if true wireless competition will become real. Yield 5.4%.

BCE Inc. (BCE-T)
February 14, 2018

Should I add to my position? It trades at a fair price, but comes with a fair amount of debt. They had a good wireless quarter. What could shake things up is if true wireless competition will become real. Yield 5.4%.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$55.630
Owned
No
WATCH
WATCH
February 14, 2018

The long term outlook is quite solid. They have not handled the minimum wage issue of Tim Hortons. He blames politicians for not seeing this coming. It is a great business with an expanding list of brands. It is not dirt cheap, but if interest rates rise it could face headwinds. Yield 3%. (Analysts’ price target is $90 )

The long term outlook is quite solid. They have not handled the minimum wage issue of Tim Hortons. He blames politicians for not seeing this coming. It is a great business with an expanding list of brands. It is not dirt cheap, but if interest rates rise it could face headwinds. Yield 3%. (Analysts’ price target is $90 )

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$72.210
Owned
Unknown
HOLD
HOLD
February 14, 2018

Is the dividend safe? He has a lot of respect for the management team and feels the dividend is safe. It has executed well, however, he is careful of the risk of adding more at this price.

Is the dividend safe? He has a lot of respect for the management team and feels the dividend is safe. It has executed well, however, he is careful of the risk of adding more at this price.

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$48.390
Owned
Yes
COMMENT
COMMENT
February 14, 2018

Owning Brookfield Infrastructure Partners versus other Brookfield entities. He feels owning the parent (BAM.A-T) is better than the entities as this is where the fees accrue to and where the key decision makers have their capital. (Analysts’ price target is $58.79 )

Owning Brookfield Infrastructure Partners versus other Brookfield entities. He feels owning the parent (BAM.A-T) is better than the entities as this is where the fees accrue to and where the key decision makers have their capital. (Analysts’ price target is $58.79 )

Stephen Groff
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$48.390
Owned
Unknown