Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 9, 2018

Earnings have been growing 8-10% a year for the past few years. Paying a healthy dividend with double-digit increases expected in the next few years. It's a great way to play the European recovery which will certainly continue. ING is well-position with a strong capital base.

ING Groep NV (ING-N)
April 9, 2018

Earnings have been growing 8-10% a year for the past few years. Paying a healthy dividend with double-digit increases expected in the next few years. It's a great way to play the European recovery which will certainly continue. ING is well-position with a strong capital base.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$16.890
Owned
Yes
DON'T BUY
DON'T BUY
April 9, 2018

It's trading where it was 20 years ago, as with many large US drug stocks, due to tough FDA approval. He's very cautious in this sector. All countries are struggling with rising health costs.

Pfizer Inc (PFE-N)
April 9, 2018

It's trading where it was 20 years ago, as with many large US drug stocks, due to tough FDA approval. He's very cautious in this sector. All countries are struggling with rising health costs.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$35.460
Owned
Unknown
DON'T BUY
DON'T BUY
April 9, 2018

Consumers are cutting their landlines while youngsters are watching/downloading content for free, a huge struggle for all telecoms anywhere. They (and Verizon) are struggling to build their business. He stays away from this industry.
Doesn't see growth in this space. Internet and wireless are the only areas of growth, but there is pricing pressure here.

A T & T US (T-N)
April 9, 2018

Consumers are cutting their landlines while youngsters are watching/downloading content for free, a huge struggle for all telecoms anywhere. They (and Verizon) are struggling to build their business. He stays away from this industry.
Doesn't see growth in this space. Internet and wireless are the only areas of growth, but there is pricing pressure here.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$35.170
Owned
No
BUY
BUY
April 9, 2018

Loves it and is still buying it. They make guerilla glass for iPhones. Share buybacks will aggressively continue. They have little competition.

Corning Inc (GLW-N)
April 9, 2018

Loves it and is still buying it. They make guerilla glass for iPhones. Share buybacks will aggressively continue. They have little competition.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$26.710
Owned
Yes
DON'T BUY
DON'T BUY
April 9, 2018

Pipeline companies are not great growers and do poorly when rates rise. Investors buy them for the dividends. Like all utilities, rates are set and don't move according to supply and emand, so earnings are limited.

Pipeline companies are not great growers and do poorly when rates rise. Investors buy them for the dividends. Like all utilities, rates are set and don't move according to supply and emand, so earnings are limited.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$22.820
Owned
No
BUY
BUY
April 9, 2018

De-regulation and rising interest rates will benefit all U.S. banks. Likes this sector though are better ones elsewhere. BAC is well-capitalized and positioned.

De-regulation and rising interest rates will benefit all U.S. banks. Likes this sector though are better ones elsewhere. BAC is well-capitalized and positioned.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$29.870
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick May 16, 2017, Down 0.4%) Earlier this year, they announced they would merge with Fuji Xerox, so Xerox will cease to exist later this year. Investors will get $9.80 dividend and own 49% of the new Fuji Xerox. This merger makes a lot of sense for them and good for shareholders. Though paper hasn't gone away, Xerox is now a tech company involved in document storage for large businesses. Photocopies are slowly declining, though colour copying is a boom for Xerox, given colour's high margins in colour cartridges. Xerox had trouble growing unlike Fuji Xerox.

Xerox (XRX-N)
April 9, 2018

(A Top Pick May 16, 2017, Down 0.4%) Earlier this year, they announced they would merge with Fuji Xerox, so Xerox will cease to exist later this year. Investors will get $9.80 dividend and own 49% of the new Fuji Xerox. This merger makes a lot of sense for them and good for shareholders. Though paper hasn't gone away, Xerox is now a tech company involved in document storage for large businesses. Photocopies are slowly declining, though colour copying is a boom for Xerox, given colour's high margins in colour cartridges. Xerox had trouble growing unlike Fuji Xerox.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$27.530
Owned
Yes