Latest Expert Opinions

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BUY
BUY
March 20, 2018

One of his largest holdings. Not too expensive. Rapidly growing revenue at 15-20%. Benefits from overseas tax repatriation. No debt. A great long-term investment, better than Amazon.

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One of his largest holdings. Not too expensive. Rapidly growing revenue at 15-20%. Benefits from overseas tax repatriation. No debt. A great long-term investment, better than Amazon.

PAST TOP PICK
PAST TOP PICK
March 20, 2018

(A Top Pick June 20/17, Up 60%) Continues to love it. Still needs to put all its cash back to work like the Whole Foods acquisition. Will definitely hold it. A very rich valuation, so he limits his holding to 3%.

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Amazon.com (AMZN-Q)
March 20, 2018

(A Top Pick June 20/17, Up 60%) Continues to love it. Still needs to put all its cash back to work like the Whole Foods acquisition. Will definitely hold it. A very rich valuation, so he limits his holding to 3%.

BUY
BUY
March 20, 2018

(A Top Pick June 20/17, Up 28%) Different from most U.S. banks, because it's focused on investment management can capital markets. Well-positioned during booming U.S. economy. Could hit mid-$70s in two years thoguh the easy money's been made.

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Morgan Stanley (MS-N)
March 20, 2018

(A Top Pick June 20/17, Up 28%) Different from most U.S. banks, because it's focused on investment management can capital markets. Well-positioned during booming U.S. economy. Could hit mid-$70s in two years thoguh the easy money's been made.

PAST TOP PICK
PAST TOP PICK
March 20, 2018

(A Top Pick June 20/17, Down 19%) The global investor has left the Canadian market. ENB has raised a lot of money to make acquisitions and have big projects underway. He's bought a little more and sees a $57-60 target.

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Enbridge (ENB-T)
March 20, 2018

(A Top Pick June 20/17, Down 19%) The global investor has left the Canadian market. ENB has raised a lot of money to make acquisitions and have big projects underway. He's bought a little more and sees a $57-60 target.

COMMENT
COMMENT
March 20, 2018

AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

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A T & T US (T-N)
March 20, 2018

AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

COMMENT
COMMENT
March 20, 2018

AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

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AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

BUY
BUY
March 20, 2018

Key asset is growth in China, with 50% of their business selling coking coal across Asia, but their marginal price is set by China. There've been strong prices lately as China cuts back on its own coking coal production to reduce pollution. Teck will do fine short term.

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Key asset is growth in China, with 50% of their business selling coking coal across Asia, but their marginal price is set by China. There've been strong prices lately as China cuts back on its own coking coal production to reduce pollution. Teck will do fine short term.