Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 3, 2018

Likes this. Always has. They have non-Canadian assets in Europe--he likes this. Just increased the dividend, too. A good one to own. Solid management. 6.7% dividend.

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Likes this. Always has. They have non-Canadian assets in Europe--he likes this. Just increased the dividend, too. A good one to own. Solid management. 6.7% dividend.

BUY
BUY
April 3, 2018

A lot of these companies are cheap now, so they're at a good entry point. Also, insiders are buying it. Has a $13.50 target. He'd like to own it. Well-managed. Sector will enjoy an upside with the rising price of gold.

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A lot of these companies are cheap now, so they're at a good entry point. Also, insiders are buying it. Has a $13.50 target. He'd like to own it. Well-managed. Sector will enjoy an upside with the rising price of gold.

COMMENT
COMMENT
April 3, 2018

Has a $7.25 target. We need rentals, which is where its cash flow comes from. Sustainable 6.3% yield. He hadn't heard of breaking news that Electra America proposes to acquire Pure at US$7.59 (CDN$9.79) per share.

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Has a $7.25 target. We need rentals, which is where its cash flow comes from. Sustainable 6.3% yield. He hadn't heard of breaking news that Electra America proposes to acquire Pure at US$7.59 (CDN$9.79) per share.

BUY
BUY
April 3, 2018

With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space? Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

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With their big property anchored by grocery stores, does Slate stand a chance against rising interest rates and Amazon entering the grocery space? Consolidation (Amazon buying Whole Foods) is occuring which is an inflation play--the big food stores pass on inflation to consumers. (Also, good REITs are going private and leaving the market, which is a concern.) His firm has a buy signal on this.

COMMENT
COMMENT
April 3, 2018

Some of their Mexico properties have geo-politcal risk, though he likes Mexico as a whole to mine. They have cash and are getting this Mexico mine into production. They just had an EPS miss. This could be a buying opportunity.

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Some of their Mexico properties have geo-politcal risk, though he likes Mexico as a whole to mine. They have cash and are getting this Mexico mine into production. They just had an EPS miss. This could be a buying opportunity.

TOP PICK
TOP PICK
April 3, 2018

A steady grower. FNV is not just gold, even have a bit of oil. Likes the dividend structure where dividend increases as cash flow rises. (Analysts' price target $109.80)

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A steady grower. FNV is not just gold, even have a bit of oil. Likes the dividend structure where dividend increases as cash flow rises. (Analysts' price target $109.80)

TOP PICK
TOP PICK
April 3, 2018

This should be trading much higher. They just acquired Primero Mining and upgraded resources estimate with production rising. Costs remain steady. Has enjoyed a great run since 2015. Great entry point now. (Analysts' price target $11.16)

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This should be trading much higher. They just acquired Primero Mining and upgraded resources estimate with production rising. Costs remain steady. Has enjoyed a great run since 2015. Great entry point now. (Analysts' price target $11.16)