Latest Expert Opinions

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

Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

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Not for the faint of heart. Retail operations have been losing money in the past three years and same-store sales are down, but HBC has amazing real estate assets. They got a lot of debt while interest rates are rising. They need to make more real estate deals, but can they close them in time?

COMMENT
COMMENT
March 7, 2018

He's not a big owner of resources, but this is a good company with a fine balance sheet and cash flow that they will give back to shareholders through buybacks and dividend increases.

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He's not a big owner of resources, but this is a good company with a fine balance sheet and cash flow that they will give back to shareholders through buybacks and dividend increases.

BUY
BUY
March 7, 2018

Pays a modest dividend. Stock has performed well. The auction business is performing well, while a good economy is helping them.

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Pays a modest dividend. Stock has performed well. The auction business is performing well, while a good economy is helping them.

BUY
BUY
March 7, 2018

Scotia had good earnings. Their Canadian side fine and wealth management is growing. International side is coming back nicely after a tough period in 2008-9. There's some concern with their Mexican bank because of NAFTA troubles, but Scotia should overcome this. They will continue to grow their dividend.

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Scotia had good earnings. Their Canadian side fine and wealth management is growing. International side is coming back nicely after a tough period in 2008-9. There's some concern with their Mexican bank because of NAFTA troubles, but Scotia should overcome this. They will continue to grow their dividend.

HOLD
HOLD
March 7, 2018

Holds Fortis and Northland Power instead. Hydro One's dividend is safe and will increase. Yes, they are expanding in the States, but they are beholden to the Ontario regulator. So one bad call from this regulator and they're in trouble. Stick with it if you own it. They're challenged like all utilities due to interest rates rising.

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Hydro One (H-T)
March 7, 2018

Holds Fortis and Northland Power instead. Hydro One's dividend is safe and will increase. Yes, they are expanding in the States, but they are beholden to the Ontario regulator. So one bad call from this regulator and they're in trouble. Stick with it if you own it. They're challenged like all utilities due to interest rates rising.

COMMENT
COMMENT
March 7, 2018

As long as oil stays above $50, their dividend won't budge, but it won't grow either. They're spending their cash flow on exploration and development.

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As long as oil stays above $50, their dividend won't budge, but it won't grow either. They're spending their cash flow on exploration and development.

COMMENT
COMMENT
March 7, 2018

A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.

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A disciplined acquirer. They've bought several companies over the years. Yield will grow over time, but their more focussed on increasing their assets.