Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 7, 2018

You are banking on growth in the oil sands, he thinks. There is a risk of contraction and so the ability to see growth in multiplies is decline. Pipelines are seen as a bond proxy, since bond prices are viewed as low, so too is this segment being impacted by bearish sentiment. He would not own this.

You are banking on growth in the oil sands, he thinks. There is a risk of contraction and so the ability to see growth in multiplies is decline. Pipelines are seen as a bond proxy, since bond prices are viewed as low, so too is this segment being impacted by bearish sentiment. He would not own this.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$22.270
Owned
No
COMMENT
COMMENT
March 7, 2018

This is China’s largest online marketplace. It is very similar to Amazon and is very dominate – growing at 60-70% year over year. He likes the backdrop of Chinese equities, but there is risk when dealing in China. He sees the vast market size of this market as attractive. It plays a part in a portfolio strategy.

This is China’s largest online marketplace. It is very similar to Amazon and is very dominate – growing at 60-70% year over year. He likes the backdrop of Chinese equities, but there is risk when dealing in China. He sees the vast market size of this market as attractive. It plays a part in a portfolio strategy.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$189.050
Owned
Yes
SELL
SELL
March 7, 2018

He thinks this company is benefiting from grinding along with growth in every quarter. Over the last year, it has done better than 50% of the stocks – in the middle of the pack and not improving. You need to trade up into something that is working. You should move on.

He thinks this company is benefiting from grinding along with growth in every quarter. Over the last year, it has done better than 50% of the stocks – in the middle of the pack and not improving. You need to trade up into something that is working. You should move on.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$62.990
Owned
Unknown
DON'T BUY
DON'T BUY
March 7, 2018

He is not a fan of this sector as the value of commercial real estate and infrastructure assets is looking more like a bond. The sector could be hurt with higher interest rates. This company recently took it on the chin (he could not recall exactly why). This company is technically broken and the sector is at risk. He would move on.

He is not a fan of this sector as the value of commercial real estate and infrastructure assets is looking more like a bond. The sector could be hurt with higher interest rates. This company recently took it on the chin (he could not recall exactly why). This company is technically broken and the sector is at risk. He would move on.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$39.010
Owned
No
HOLD
HOLD
March 7, 2018

With the steel and aluminum tariff possible is this at risk? He thinks the auto sector has already been facing headwinds lately. This company is cheap relative to the peer group and it is growing faster. If you own it, it is on the long term moving average. If it can hold at these levels, you should continue to hold it. He thinks it needs to hold $51 US.

With the steel and aluminum tariff possible is this at risk? He thinks the auto sector has already been facing headwinds lately. This company is cheap relative to the peer group and it is growing faster. If you own it, it is on the long term moving average. If it can hold at these levels, you should continue to hold it. He thinks it needs to hold $51 US.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$67.660
Owned
No
DON'T BUY
DON'T BUY
March 7, 2018

When interest rates are rising, you want a company with a growing dividend and this one has it – although it is not growing rapidly. The dividend has been growing at about 6% per year. The share price has been falling and he does not see the power sector improving. If you own it for the dividend, it is safe. You could be passing up on better opportunities.

Capital Power (CPX-T)
March 7, 2018

When interest rates are rising, you want a company with a growing dividend and this one has it – although it is not growing rapidly. The dividend has been growing at about 6% per year. The share price has been falling and he does not see the power sector improving. If you own it for the dividend, it is safe. You could be passing up on better opportunities.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$24.360
Owned
No
STRONG BUY
STRONG BUY
March 7, 2018

This is an alternative asset manager. Their exit strategy is to sell these alternative assets to the market. When the market has a correction, it raises concern about their exit strategy. As this was a short-term market correction, this company should benefit from a recovery. It has out-performed over 85% of the S&P500 stocks over the past 12 months. He would buy it right here. It is only 9-10 times earnings and they will have opportunities to monetize its assets.

KKR & Co. LP (KKR-N)
March 7, 2018

This is an alternative asset manager. Their exit strategy is to sell these alternative assets to the market. When the market has a correction, it raises concern about their exit strategy. As this was a short-term market correction, this company should benefit from a recovery. It has out-performed over 85% of the S&P500 stocks over the past 12 months. He would buy it right here. It is only 9-10 times earnings and they will have opportunities to monetize its assets.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$22.190
Owned
Unknown