Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
March 12, 2018

(A Top Pick Jun 27/16, Down 18.16%) It was interest rates. They need to sell some assets for their funding plan. The market has never been better so he is not sure what the problem is.

Show full opinionHide full opinion
Enbridge (ENB-T)
March 12, 2018

(A Top Pick Jun 27/16, Down 18.16%) It was interest rates. They need to sell some assets for their funding plan. The market has never been better so he is not sure what the problem is.

PAST TOP PICK
PAST TOP PICK
March 12, 2018

(A Top Pick Jun 27/16, Up 0.24%) The oil price is up 10% since then, so this is surprising. He would be looking at it at these levels.

Show full opinionHide full opinion

(A Top Pick Jun 27/16, Up 0.24%) The oil price is up 10% since then, so this is surprising. He would be looking at it at these levels.

PAST TOP PICK
PAST TOP PICK
March 12, 2018

(A Top Pick Jun 27/16, Up 18.98%) Last summer Canadian banks all got hit. The reason was silly then. There was a 10% dividend increase last month. He would buy on weakness.

Show full opinionHide full opinion
Toronto Dominion (TD-T)
March 12, 2018

(A Top Pick Jun 27/16, Up 18.98%) Last summer Canadian banks all got hit. The reason was silly then. There was a 10% dividend increase last month. He would buy on weakness.

BUY WEAKNESS
BUY WEAKNESS
March 12, 2018

He still likes it. On a long term basis their build is taking a while. The question is how aggressively they build out their wireless infrastructure. They should be able to bundle a lot of wireless subscribers into multiple services. He would start getting into it.

Show full opinionHide full opinion

He still likes it. On a long term basis their build is taking a while. The question is how aggressively they build out their wireless infrastructure. They should be able to bundle a lot of wireless subscribers into multiple services. He would start getting into it.

BUY
BUY
March 12, 2018

We are late in the cycle here. The US dollar is sliding. This should be good for these companies. They had a good move over the last year and a half. The environment should continue to be good for these guys but a recession is just around the corner. It is a good idea if you are looking for this exposure in your portfolio.

Show full opinionHide full opinion

We are late in the cycle here. The US dollar is sliding. This should be good for these companies. They had a good move over the last year and a half. The environment should continue to be good for these guys but a recession is just around the corner. It is a good idea if you are looking for this exposure in your portfolio.

DON'T BUY
DON'T BUY
March 12, 2018

Pays no dividend but did in the past. They saw their fortunes turn around. They are looking more positive going forward. This is the part of the cycle when these companies tend to do very well and the valuation is reflecting this. He would stay away from it because there is no dividend. There may be a dividend in the future.

Show full opinionHide full opinion

Pays no dividend but did in the past. They saw their fortunes turn around. They are looking more positive going forward. This is the part of the cycle when these companies tend to do very well and the valuation is reflecting this. He would stay away from it because there is no dividend. There may be a dividend in the future.

WATCH
WATCH
March 12, 2018

He would not be a buyer. Wait over the summer while there is continued noise on interest rates. In the $55 level it is a good place to accumulate if you don’t have any. It’s a good investment for the long time but there will be weakness over the next 6 months.

Show full opinionHide full opinion
BCE Inc. (BCE-T)
March 12, 2018

He would not be a buyer. Wait over the summer while there is continued noise on interest rates. In the $55 level it is a good place to accumulate if you don’t have any. It’s a good investment for the long time but there will be weakness over the next 6 months.