Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
March 28, 2018

They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents.

They do robotics and logistics, like ensuring quality control on assembly lines. They're starting to get contracts from airports. Hit $72, but now in the $50s per share. Q4 is always tough for them. Take a half a position and watch it. They have over 1,000 outstanding patents.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$50.770
Owned
Unknown
DON'T BUY
DON'T BUY
March 28, 2018

Down 30% in 2018. They've been cost-cutting, selling assets and fired the CEO. Also, US banks are enjoying interest rate hikes, but not Europe's banks because interest rates aren't moving. DB doesn't have a model for good capital allocation and its underwriting is not great. Net interest income growth was -15% last year. Poor earnings in last quarter. You're speculating on this as a turnaround play. Risky. Other banks are safer.

Deutsche Bank AG (DB-N)
March 28, 2018

Down 30% in 2018. They've been cost-cutting, selling assets and fired the CEO. Also, US banks are enjoying interest rate hikes, but not Europe's banks because interest rates aren't moving. DB doesn't have a model for good capital allocation and its underwriting is not great. Net interest income growth was -15% last year. Poor earnings in last quarter. You're speculating on this as a turnaround play. Risky. Other banks are safer.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$13.760
Owned
Unknown
DON'T BUY
DON'T BUY
March 28, 2018

if you buy for the yield, then you won't get much else. If the yield doesn't rise, then inflation will grind away at it. Who knows when the WGL deal in the U.S. gets done, if it does? Doesn't see stock price appreciation. No downside protection here either. So, he'd rather buy its bonds.

Altagas Ltd (ALA-T)
March 28, 2018

if you buy for the yield, then you won't get much else. If the yield doesn't rise, then inflation will grind away at it. Who knows when the WGL deal in the U.S. gets done, if it does? Doesn't see stock price appreciation. No downside protection here either. So, he'd rather buy its bonds.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$23.700
Owned
Unknown
BUY
BUY
March 28, 2018

Grandfather buying for (grand)children's future? Start conservatively, like TD which offers dividend growth with Canadian and US operations which can benefit from rising interest rates in either country. Don't gamble with, say, a marijuana stock which could go under. A TD Bank won't.

Toronto Dominion (TD-T)
March 28, 2018

Grandfather buying for (grand)children's future? Start conservatively, like TD which offers dividend growth with Canadian and US operations which can benefit from rising interest rates in either country. Don't gamble with, say, a marijuana stock which could go under. A TD Bank won't.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$72.440
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
March 28, 2018

Andrew Left (Citron) shorted it at $130. When will their earnings come out? Maybe 2020. So, you'll have to stomach volatility and be patient. It doesn't help that the short-seller is attacking them again, though he likes Shopify's defence. Still holds this, though he has sold some. He could dollar-cost average down the road.

Shopify Inc. (SHOP-T)
March 28, 2018

Andrew Left (Citron) shorted it at $130. When will their earnings come out? Maybe 2020. So, you'll have to stomach volatility and be patient. It doesn't help that the short-seller is attacking them again, though he likes Shopify's defence. Still holds this, though he has sold some. He could dollar-cost average down the road.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$157.000
Owned
Yes
DON'T BUY
DON'T BUY
March 28, 2018

All semi-conductors are getting hit. Rose 50% over the part year, and now dropping 10%. Not a fans of semis. Expect more cyclicality and volatility, if you hold. Holding is fine. These stocks can drop quickly.

All semi-conductors are getting hit. Rose 50% over the part year, and now dropping 10%. Not a fans of semis. Expect more cyclicality and volatility, if you hold. Holding is fine. These stocks can drop quickly.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$54.060
Owned
No
COMMENT
COMMENT
March 28, 2018

They are one of the largest producers of OSB boards and it is tied closely to the US housing cycle. There have been rumours that one of the new OSB plants was having trouble getting started up. Overall a good company, but it is highly cyclical.

Norbord Inc (OSB-T)
March 28, 2018

They are one of the largest producers of OSB boards and it is tied closely to the US housing cycle. There have been rumours that one of the new OSB plants was having trouble getting started up. Overall a good company, but it is highly cyclical.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$45.400
Owned
Unknown