Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 27, 2018

There's hope for it. Trading at 22 forward earnings which is pretty good in this market. Sure, there are some risks, but they have 2 billion active users. There aren't many alternative apps to FB. They will lose some users on the margins and costs were rising, so he sold a bit recently. But this is not a disaster waiting to happen. Not at all. There is growth ahead. Nobody monetizes their app better than FB, turning viewers into ad dollars.

Show full opinionHide full opinion
Facebook (FB-Q)
March 27, 2018

There's hope for it. Trading at 22 forward earnings which is pretty good in this market. Sure, there are some risks, but they have 2 billion active users. There aren't many alternative apps to FB. They will lose some users on the margins and costs were rising, so he sold a bit recently. But this is not a disaster waiting to happen. Not at all. There is growth ahead. Nobody monetizes their app better than FB, turning viewers into ad dollars.

COMMENT
COMMENT
March 27, 2018

Problem is their acquisitions: major U.S. one with a lot of debt. The pending deal with WGL Holdings is weighing on the stock. Not worried about the high dividend above 9%.

Show full opinionHide full opinion
Altagas Ltd (ALA-T)
March 27, 2018

Problem is their acquisitions: major U.S. one with a lot of debt. The pending deal with WGL Holdings is weighing on the stock. Not worried about the high dividend above 9%.

BUY
BUY
March 27, 2018

Sees little or no impact on life insurance, including MFC's Asian operations, from a US trade war. Interest rate rise will help them. They have a good international growth profile, because of Asia. Generally, the Canadian lifecos look good. MFC is one of the few Canadian financials he owns.

Show full opinionHide full opinion

Sees little or no impact on life insurance, including MFC's Asian operations, from a US trade war. Interest rate rise will help them. They have a good international growth profile, because of Asia. Generally, the Canadian lifecos look good. MFC is one of the few Canadian financials he owns.

COMMENT
COMMENT
March 27, 2018

Long-term interest rates aren't rising, only short-term ones and that doesn't benefit the banks. That's one caution. TD's presence in New England is doing well. Recent earnings strong. A quality name. But overall, the Canadian economy reminds him of 2007 U.S., given headwinds like high debt.

Show full opinionHide full opinion
Toronto Dominion (TD-T)
March 27, 2018

Long-term interest rates aren't rising, only short-term ones and that doesn't benefit the banks. That's one caution. TD's presence in New England is doing well. Recent earnings strong. A quality name. But overall, the Canadian economy reminds him of 2007 U.S., given headwinds like high debt.

BUY
BUY
March 27, 2018

BAC vs. Wells Fargo? He's long the U.S. banks more than Canadian ones, given better economic growth down there. BAC is at the top of the U.S. banks for earnings growth. Prefers BAC over Wells. Once Wells overcomes the recent customer service controversy, it'll take time for the bank to recover.

Show full opinionHide full opinion
Bank of America (BAC-N)
March 27, 2018

BAC vs. Wells Fargo? He's long the U.S. banks more than Canadian ones, given better economic growth down there. BAC is at the top of the U.S. banks for earnings growth. Prefers BAC over Wells. Once Wells overcomes the recent customer service controversy, it'll take time for the bank to recover.

COMMENT
COMMENT
March 27, 2018

BAC vs. Wells Fargo? He's long the U.S. banks more than Canadian ones, given better economic growth down there. BAC is at the top of the U.S. banks for earnings growth. Prefers BAC over Wells. Once Wells overcomes the recent customer service controversy, it'll take time for the bank to recover.

Show full opinionHide full opinion
Wells Fargo (WFC-N)
March 27, 2018

BAC vs. Wells Fargo? He's long the U.S. banks more than Canadian ones, given better economic growth down there. BAC is at the top of the U.S. banks for earnings growth. Prefers BAC over Wells. Once Wells overcomes the recent customer service controversy, it'll take time for the bank to recover.

DON'T BUY
DON'T BUY
March 27, 2018

It's been caught up in this movement in quasi-industrial stocks with military-government projects, all due to better global growth. The stock has risen since Trump came in, pronouncing "America First." That said, he's concerned with global growth going forward and HON's margin costs. He wouldn't buy it now.

Show full opinionHide full opinion

It's been caught up in this movement in quasi-industrial stocks with military-government projects, all due to better global growth. The stock has risen since Trump came in, pronouncing "America First." That said, he's concerned with global growth going forward and HON's margin costs. He wouldn't buy it now.