Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 7, 2018

They increased their dividend. U.S. operations are attractive and they are expanding them. Better U.S. growth helps them. A good stock. Ranks BMO #4 of the big Canadian banks after TD, RBC and SB.

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They increased their dividend. U.S. operations are attractive and they are expanding them. Better U.S. growth helps them. A good stock. Ranks BMO #4 of the big Canadian banks after TD, RBC and SB.

HOLD
HOLD
March 7, 2018

A core position for him. Enbridge will continue to be good with dividend increases for at least three more years at 8-10% annually. They made a big U.S. acquisition, so funding that has been problematic. They have to sell asets, but they've been slow to. Basically, they need a lot of cash. DRIP, issuing preferreds and hybrids help cash flow, but they still need to do $3-4 billion in asset sales. Definitely hold, though you could buy a little more here if you have a small position

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Enbridge (ENB-T)
March 7, 2018

A core position for him. Enbridge will continue to be good with dividend increases for at least three more years at 8-10% annually. They made a big U.S. acquisition, so funding that has been problematic. They have to sell asets, but they've been slow to. Basically, they need a lot of cash. DRIP, issuing preferreds and hybrids help cash flow, but they still need to do $3-4 billion in asset sales. Definitely hold, though you could buy a little more here if you have a small position

BUY
BUY
March 7, 2018

A good, mistream company. Dividend safe and will increase. Earnings and cash flow are increasing at an okay pace. Good growth. Stick with it or buy a little.

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A good, mistream company. Dividend safe and will increase. Earnings and cash flow are increasing at an okay pace. Good growth. Stick with it or buy a little.

DON'T BUY
DON'T BUY
March 7, 2018

He hasn't owned this for five years. The stock has come off a lot. Solid dividend though, but the outlook for uranium is mixed. Prices are low. Demand five years ago was strong with China and India building nuclear power plants, but demand is now modest.

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He hasn't owned this for five years. The stock has come off a lot. Solid dividend though, but the outlook for uranium is mixed. Prices are low. Demand five years ago was strong with China and India building nuclear power plants, but demand is now modest.

COMMENT
COMMENT
March 7, 2018

He recently added at the $25 level. Their growth areas are in Asia and Canadian insurance, but face problems in the U.S. which accounts for the recent downturn in share price. They're grow their Asian assets and wealth management business. The stock will rise as interest rates do.

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He recently added at the $25 level. Their growth areas are in Asia and Canadian insurance, but face problems in the U.S. which accounts for the recent downturn in share price. They're grow their Asian assets and wealth management business. The stock will rise as interest rates do.

PAST TOP PICK
PAST TOP PICK
March 7, 2018

(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.

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(A Top Pick January 5/17, Down 2%) A lot of their business in offshore wind in Europe. More projects are coming on like Germany in 2020. They're now bidding on offshore wind in Taiwan with results expected in Q3. Raised their dividend last year. A good, little company. He trimmed back at higher prices, but happy to hold it. There's a lot of market bullishness on European offshore wind power, but competition is now heavy, so he doesn't epxect them to do much more bidding in Europe.

PAST TOP PICK
PAST TOP PICK
March 7, 2018

(A Top Pick January 5/17, Up 17%) Have great domestic retail operations, and more branches in the U.S. than Canada--and still growing. Increased their dividend which has risen 20% over the past five years. A steady-as-she goes story.

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(A Top Pick January 5/17, Up 17%) Have great domestic retail operations, and more branches in the U.S. than Canada--and still growing. Increased their dividend which has risen 20% over the past five years. A steady-as-she goes story.