Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
March 7, 2018

(A Top Pick January 5/17, Up 15%) Challenged the last few quarters from competition. Dividend increase this year is unlikely. Instead they will upgrade their system and save money for next year's spectrum auction.

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(A Top Pick January 5/17, Up 15%) Challenged the last few quarters from competition. Dividend increase this year is unlikely. Instead they will upgrade their system and save money for next year's spectrum auction.

COMMENT
COMMENT
March 7, 2018

Decent yield. Dividend will rise. Not your typical infrastructure company--they make roads and ports all outside Canada. It got overvalued, and are getting hurt with rising interest rates.

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Decent yield. Dividend will rise. Not your typical infrastructure company--they make roads and ports all outside Canada. It got overvalued, and are getting hurt with rising interest rates.

BUY
BUY
March 7, 2018

Some Canadian agriculture stocks have been challenged by oversupply. Likes Nurtrien for its merger between Agrium and Potash. They make fertilizer. They'll probably sell off $4-5 billion of assets. Likes this stock and will hold it for at least five years.

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Nutrien Ltd. (NTR-T)
March 7, 2018

Some Canadian agriculture stocks have been challenged by oversupply. Likes Nurtrien for its merger between Agrium and Potash. They make fertilizer. They'll probably sell off $4-5 billion of assets. Likes this stock and will hold it for at least five years.

TOP PICK
TOP PICK
March 7, 2018

Likes it for dividend growth higher than the other Canadian banks, and it has big U.S. exposure. Will benefit from higher interest rates and a growing U.S. economy. (Analysts' price target is $81.91)

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Likes it for dividend growth higher than the other Canadian banks, and it has big U.S. exposure. Will benefit from higher interest rates and a growing U.S. economy. (Analysts' price target is $81.91)

TOP PICK
TOP PICK
March 7, 2018

A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

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A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

COMMENT
COMMENT
March 7, 2018

A core holding. Diversified geographically across Canada and the U.S. across different jurisdictions. Rate-based growth of 5% for the next 3-4 years and dividend growth at 6%, plus half-billion-dollar projects which are added gravy. (Analysts' price target is $47.22)

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Fortis Inc. (FTS-T)
March 7, 2018

A core holding. Diversified geographically across Canada and the U.S. across different jurisdictions. Rate-based growth of 5% for the next 3-4 years and dividend growth at 6%, plus half-billion-dollar projects which are added gravy. (Analysts' price target is $47.22)