Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
March 15, 2018

It has been one of the best stocks in the last years off of the bottom of the markets in 2009. It has been suffering lately partly because of the increase in the interest rates that has started to take the shining off some of the housing related stocks. Also, the valuation probably went a little ahead of itself.

Show full opinionHide full opinion
Home Depot (HD-N)
March 15, 2018

It has been one of the best stocks in the last years off of the bottom of the markets in 2009. It has been suffering lately partly because of the increase in the interest rates that has started to take the shining off some of the housing related stocks. Also, the valuation probably went a little ahead of itself.

HOLD
HOLD
March 15, 2018

A complicated one. It is in a downtrend. Partly because of a large acquisition that it made last year that made them leverage up and also because in a raising interest environment utilities stocks tend to do not so well as bonds become competitive with stocks yields. It was going to be a top pick today but changed his mind to wait until more information comes out about MLPs in the US and its ability to deduct taxes. Long-term his feeling is that it is a very good buying opportunity considering the safe 6.5% dividend yield. Still OK to own but he would like more info before putting a buy on it.

Show full opinionHide full opinion
Enbridge (ENB-T)
March 15, 2018

A complicated one. It is in a downtrend. Partly because of a large acquisition that it made last year that made them leverage up and also because in a raising interest environment utilities stocks tend to do not so well as bonds become competitive with stocks yields. It was going to be a top pick today but changed his mind to wait until more information comes out about MLPs in the US and its ability to deduct taxes. Long-term his feeling is that it is a very good buying opportunity considering the safe 6.5% dividend yield. Still OK to own but he would like more info before putting a buy on it.

BUY
BUY
March 15, 2018

It has been a disappointment. Largest industrial maker of pumps for the oil patch and municipal water supply, etc. Sales has been OK. 30% of its business is made oversees and that should benefit them with the global economic improvement. Small to medium cap stock. It has raised its dividend every year for the last 43 years. They still like it.

Show full opinionHide full opinion
Gorman-Rupp (GRC-N)
March 15, 2018

It has been a disappointment. Largest industrial maker of pumps for the oil patch and municipal water supply, etc. Sales has been OK. 30% of its business is made oversees and that should benefit them with the global economic improvement. Small to medium cap stock. It has raised its dividend every year for the last 43 years. They still like it.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick March 23/17 - Down 27%). A controversial stock in the last years. A company the is in the hydro vac – high pressure water to move earth rather than digging. Largest in North America. Last year it had a bad quarter and the shorts were clobbered the stock. In the meantime, the company has done better. Sales are up. Margins have come in. Still own it.

Show full opinionHide full opinion

(A Top Pick March 23/17 - Down 27%). A controversial stock in the last years. A company the is in the hydro vac – high pressure water to move earth rather than digging. Largest in North America. Last year it had a bad quarter and the shorts were clobbered the stock. In the meantime, the company has done better. Sales are up. Margins have come in. Still own it.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick March 23/17 - Up 9.5%.) It should be much higher. It has done some good acquisitions. He is waiting for the Canadian Government to do more infrastructure spending as opposed to talk about the infrastructure sending.

Show full opinionHide full opinion

(A Top Pick March 23/17 - Up 9.5%.) It should be much higher. It has done some good acquisitions. He is waiting for the Canadian Government to do more infrastructure spending as opposed to talk about the infrastructure sending.

PAST TOP PICK
PAST TOP PICK
March 15, 2018

(A Top Pick March 23/17 - Up 2%.) One of the largest fuel distributers. They are in the acquisition business buying some gas stations. They bought recently assets from Chevron including a refinery. The outlook for them is good. Margins are up.

Show full opinionHide full opinion

(A Top Pick March 23/17 - Up 2%.) One of the largest fuel distributers. They are in the acquisition business buying some gas stations. They bought recently assets from Chevron including a refinery. The outlook for them is good. Margins are up.

DON'T BUY
DON'T BUY
March 15, 2018

Not too warm on Imperial. Until the political environment in Canada (that is basically anti-energy) changes he wouldn’t invest in Canadian Energy. He would rather invest in energy companies outside of Canada.

Show full opinionHide full opinion
Imperial Oil (IMO-T)
March 15, 2018

Not too warm on Imperial. Until the political environment in Canada (that is basically anti-energy) changes he wouldn’t invest in Canadian Energy. He would rather invest in energy companies outside of Canada.