Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 9, 2018

He sees this company as being in the penalty box although he sees them as the best diversified REIT in the retail shopping mall space. However, if you are scared of the market downturn, it is trading at a multiple at the top of the sector. He also has an issue with the Sears shutdowns. This will not be a double, you are only hoping to capture your 6% yield and a couple percent per year capital appreciation. He would focus on other ones.

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He sees this company as being in the penalty box although he sees them as the best diversified REIT in the retail shopping mall space. However, if you are scared of the market downturn, it is trading at a multiple at the top of the sector. He also has an issue with the Sears shutdowns. This will not be a double, you are only hoping to capture your 6% yield and a couple percent per year capital appreciation. He would focus on other ones.

DON'T BUY
DON'T BUY
March 9, 2018

This company tracks customer contacts. It is at or near all-time highs and is at 62 times earnings. He likes it is going to the cloud, but they will require 20% compound annual sales growth to defend it and he does not think they are there.

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This company tracks customer contacts. It is at or near all-time highs and is at 62 times earnings. He likes it is going to the cloud, but they will require 20% compound annual sales growth to defend it and he does not think they are there.

BUY
BUY
March 9, 2018

He likes this company although it has retraced in price somewhat. If you are not worried about Quebec separating, the 9.5% yield is great. It has about 75 properties. As a more senior REIT, they are able to acquire debt at much lower rates. The dividend is not at risk. He would buy it on this dip. Yield 9.5%.

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He likes this company although it has retraced in price somewhat. If you are not worried about Quebec separating, the 9.5% yield is great. It has about 75 properties. As a more senior REIT, they are able to acquire debt at much lower rates. The dividend is not at risk. He would buy it on this dip. Yield 9.5%.

PARTIAL BUY
PARTIAL BUY
March 9, 2018

As a proud Manitoban, he likes this company. It has mostly government contracted aviation deals. It is trading at a discount to its historical multiple, but the problem is they keep spending their money. They need a couple years to consolidate capital. They could face future competition in their Northern Canadian market space. The yield is about 6%. It is not a bad buy here at the current price weakness.

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As a proud Manitoban, he likes this company. It has mostly government contracted aviation deals. It is trading at a discount to its historical multiple, but the problem is they keep spending their money. They need a couple years to consolidate capital. They could face future competition in their Northern Canadian market space. The yield is about 6%. It is not a bad buy here at the current price weakness.

BUY
BUY
March 9, 2018

Is there a chance for a stock split? He owns this and thinks the split will be coming in the next year or two. He bought it last Christmas after shopping for family on their system – purely on gut feel. They are only scratching the surface on their distribution play. This should be in your portfolio for the next 20 years. Longer term there is risk if their position becomes too dominate.

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Amazon.com (AMZN-Q)
March 9, 2018

Is there a chance for a stock split? He owns this and thinks the split will be coming in the next year or two. He bought it last Christmas after shopping for family on their system – purely on gut feel. They are only scratching the surface on their distribution play. This should be in your portfolio for the next 20 years. Longer term there is risk if their position becomes too dominate.

HOLD
HOLD
March 9, 2018

He believes this company is not a tech story – it is like buying a utility. The yield is pretty high, but the growth potential is limited. He does like owning telcos and National Bank does have it in their portfolio. It is a long term hold. Yield 5.3%.

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BCE Inc. (BCE-T)
March 9, 2018

He believes this company is not a tech story – it is like buying a utility. The yield is pretty high, but the growth potential is limited. He does like owning telcos and National Bank does have it in their portfolio. It is a long term hold. Yield 5.3%.

COMMENT
COMMENT
March 9, 2018

He says this company is part of the energy sector pounding. He does like short term energy plays, especially when it could be bought near two year lows. He does not have much experience with this one, but likes the yield.

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He says this company is part of the energy sector pounding. He does like short term energy plays, especially when it could be bought near two year lows. He does not have much experience with this one, but likes the yield.