Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 26, 2018

Your first reaction with seeing the 9% yield is that it's in trouble. ALA is awaiting US approval of the
WGL utility deal, carries a high debt and was unable to sell a holding recently. But he believes the deal
with go through and ALA will sell off assets to reduce their debt. This is an opportunity.

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Altagas Ltd (ALA-T)
March 26, 2018

Your first reaction with seeing the 9% yield is that it's in trouble. ALA is awaiting US approval of the
WGL utility deal, carries a high debt and was unable to sell a holding recently. But he believes the deal
with go through and ALA will sell off assets to reduce their debt. This is an opportunity.

DON'T BUY
DON'T BUY
March 26, 2018

No doubt about its growth potential, and it has been successful. But you're paying too much for
the future--it's pricing for the future. What if SHOP hits a bump? He wouldn't buy it here, though
you've done well if you bought it earlier. Overall, tech stocks are partly carried by momentum.

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Shopify Inc. (SHOP-T)
March 26, 2018

No doubt about its growth potential, and it has been successful. But you're paying too much for
the future--it's pricing for the future. What if SHOP hits a bump? He wouldn't buy it here, though
you've done well if you bought it earlier. Overall, tech stocks are partly carried by momentum.

HOLD
HOLD
March 26, 2018

Well-run, but the auto cycle is prettty close to peak. Will we see a quick downturn? If you
believe in the auto cycle and like their dividend, then hold it, but he isn't buying now. They are
doing to adapt to e-cars, but it takes time.

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Ford Motor (F-N)
March 26, 2018

Well-run, but the auto cycle is prettty close to peak. Will we see a quick downturn? If you
believe in the auto cycle and like their dividend, then hold it, but he isn't buying now. They are
doing to adapt to e-cars, but it takes time.

PAST TOP PICK
PAST TOP PICK
March 26, 2018

(A Top Pick March 20/17, Down 3%) Some plants were flooded. They were also hit by industry-wide input costs. They continue to make accretive acquisitions. He sees upside and still has faith in it. Safe dividend of 3.5% and will even grow.

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(A Top Pick March 20/17, Down 3%) Some plants were flooded. They were also hit by industry-wide input costs. They continue to make accretive acquisitions. He sees upside and still has faith in it. Safe dividend of 3.5% and will even grow.

COMMENT
COMMENT
March 26, 2018

IS Apple high Beta? It's 1.78 He doesn't think so. As one of FAANG, Apple has growth, value and pays dividends--basically everything you want. But can the iPhone be the growth engine forever, and if not, then what's the next
great product? Still has a good balance sheet, and repatriation of cash is happening. Short-term Apple looks good, but long-term is up for debate.

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Apple (AAPL-Q)
March 26, 2018

IS Apple high Beta? It's 1.78 He doesn't think so. As one of FAANG, Apple has growth, value and pays dividends--basically everything you want. But can the iPhone be the growth engine forever, and if not, then what's the next
great product? Still has a good balance sheet, and repatriation of cash is happening. Short-term Apple looks good, but long-term is up for debate.

BUY
BUY
March 26, 2018

One of the best Canadian banks. Their strong Canadian retail business has been their traditional strength, and now their US retail side is paying off with US growth. Has a decent dividend. Good to own.

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Toronto Dominion (TD-T)
March 26, 2018

One of the best Canadian banks. Their strong Canadian retail business has been their traditional strength, and now their US retail side is paying off with US growth. Has a decent dividend. Good to own.

COMMENT
COMMENT
March 26, 2018

A good company, but the stock price has been frustrating as it's stuck in a range given the John Hancock hangover in the U.S. MFC is trying to figure out what to do with it. When interest rates rise, MFC's stock will rise. Their Asian business is another tailwind.

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A good company, but the stock price has been frustrating as it's stuck in a range given the John Hancock hangover in the U.S. MFC is trying to figure out what to do with it. When interest rates rise, MFC's stock will rise. Their Asian business is another tailwind.