Latest Expert Opinions

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COMMENT
COMMENT
March 15, 2018

Very well-run bank with US operations. He prefers to buy US banks as opposed to Canadian Banks with US representations. This week three major organizations put up warnings signs about the growing consumer debt and how might affect Banks in the future. Something to worry about.Dividend yield is 3.5%. He prefers Bank of Nova Scotia (BNS-T) for Canadian Bank because of its international exposure.

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Toronto Dominion (TD-T)
March 15, 2018

Very well-run bank with US operations. He prefers to buy US banks as opposed to Canadian Banks with US representations. This week three major organizations put up warnings signs about the growing consumer debt and how might affect Banks in the future. Something to worry about.Dividend yield is 3.5%. He prefers Bank of Nova Scotia (BNS-T) for Canadian Bank because of its international exposure.

COMMENT
COMMENT
March 15, 2018

If you are going to invest new money into the energy area he likes international companies more than Canadian. But Shell is a little different because they made a conscious decision a couple of years ago to become more a natural gas than an oil company. Longer term outlook for Liquified Natural Gas is good. A cyclical name.

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If you are going to invest new money into the energy area he likes international companies more than Canadian. But Shell is a little different because they made a conscious decision a couple of years ago to become more a natural gas than an oil company. Longer term outlook for Liquified Natural Gas is good. A cyclical name.

COMMENT
COMMENT
March 15, 2018

Largest oil service company in the world. Generally, tracks how oil and gas exploration is doing. Probably decent value now.

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Largest oil service company in the world. Generally, tracks how oil and gas exploration is doing. Probably decent value now.

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

Don’t own it. It got caught up with some issues relating mortgage origination. And that hurt the stock. Too much uncertainty for now.

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Laurentian Bank (LB-T)
March 15, 2018

Don’t own it. It got caught up with some issues relating mortgage origination. And that hurt the stock. Too much uncertainty for now.

COMMENT
COMMENT
March 15, 2018

This company is the international tobacco company and Altria (MO-N) is the US tobacco company. They split up a couple of years ago and no there is talk about a merger. The growth is not so much in tobacco but fake tobacco. His company doesn’t invest in tobacco stocks because of ethical reasons. He owns it personally actually.

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This company is the international tobacco company and Altria (MO-N) is the US tobacco company. They split up a couple of years ago and no there is talk about a merger. The growth is not so much in tobacco but fake tobacco. His company doesn’t invest in tobacco stocks because of ethical reasons. He owns it personally actually.

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

He is a big customer of the company. But the industry is 100% dependent on Hollywood. It has not been a huge box office year. They are taking measures to diversify away but still basically a movie, bum-in-the-seat business and going to have problems until Hollywood come with movies people want to see.

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Cineplex Inc (CGX-T)
March 15, 2018

He is a big customer of the company. But the industry is 100% dependent on Hollywood. It has not been a huge box office year. They are taking measures to diversify away but still basically a movie, bum-in-the-seat business and going to have problems until Hollywood come with movies people want to see.

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

A little bit of a problem company. An acquirer. Big holdings are Tim Hortons and Burger King. They tend to squeeze as much as they can from the franchisees and try to grow sales. They had many problems with Tim Hortons franchisees and that hurt the stock. People are not so much in love with the stock. Valuation was well overdone, and he would worry at this level.

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A little bit of a problem company. An acquirer. Big holdings are Tim Hortons and Burger King. They tend to squeeze as much as they can from the franchisees and try to grow sales. They had many problems with Tim Hortons franchisees and that hurt the stock. People are not so much in love with the stock. Valuation was well overdone, and he would worry at this level.