Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 12, 2018

Trades at 16X earnings. Great wireless side growth. He's bought more of it. They're laying more fibre in the ground in the GTA which will boost revenue. Their media assets give them enough assets for cash flow. You get steady growth. A well-run company. Great yield of 5.1%.

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BCE Inc. (BCE-T)
March 12, 2018

Trades at 16X earnings. Great wireless side growth. He's bought more of it. They're laying more fibre in the ground in the GTA which will boost revenue. Their media assets give them enough assets for cash flow. You get steady growth. A well-run company. Great yield of 5.1%.

HOLD
HOLD
March 12, 2018

Makes sense as a long-term hold. Locally, we'll see more competition. It'll continue to grow globally. Innovative on the product side, such as introducing alcohol sales at night. One problem is that the CEO left came back and now gone. Investors ask, How is it going to be run? Markets are waiting.

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Starbucks (SBUX-Q)
March 12, 2018

Makes sense as a long-term hold. Locally, we'll see more competition. It'll continue to grow globally. Innovative on the product side, such as introducing alcohol sales at night. One problem is that the CEO left came back and now gone. Investors ask, How is it going to be run? Markets are waiting.

TOP PICK
TOP PICK
March 12, 2018

They run gated communities and apartment buildings in the U.S. Trades at 24x earnings, so expensive, but their growth justifies that. It's capital-lite (few expenditures) business which is good. They've been growing at double-digits, growing organically at 7%, making acqusitioning along the way to further add to earnings. They occupy only 20% of the market (as the largest player), so there's lots of room to expand. Strong earnings growth in past quarters. (Analysts’ target: $91.25)

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They run gated communities and apartment buildings in the U.S. Trades at 24x earnings, so expensive, but their growth justifies that. It's capital-lite (few expenditures) business which is good. They've been growing at double-digits, growing organically at 7%, making acqusitioning along the way to further add to earnings. They occupy only 20% of the market (as the largest player), so there's lots of room to expand. Strong earnings growth in past quarters. (Analysts’ target: $91.25)

TOP PICK
TOP PICK
March 12, 2018

They will raise their dividend from around 1.5% to 2% in a year, as the payour ratio nearly doubles to 30%, and they'll buy back their shares. They have lots of capital. Headwinds in the past decade in the U.S. have turned into tailwinds. The U.S. economy is growing strongly. BAC will trade at a couple times book value. (Analysts’ target: $34.46)

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Bank of America (BAC-N)
March 12, 2018

They will raise their dividend from around 1.5% to 2% in a year, as the payour ratio nearly doubles to 30%, and they'll buy back their shares. They have lots of capital. Headwinds in the past decade in the U.S. have turned into tailwinds. The U.S. economy is growing strongly. BAC will trade at a couple times book value. (Analysts’ target: $34.46)

TOP PICK
TOP PICK
March 12, 2018

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.

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Dollar Tree (DLTR-Q)
March 12, 2018

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.