Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 16, 2018

TD-T vs. BMO-T.  Canadian banks have been underperforming the US.  There are still some challenges here in Canada, such as less interest rate increases.  The changes in real estate laws are still working through the market place.  He would underweight Canadian banks.

Toronto Dominion(TD-T)
April 16, 2018

TD-T vs. BMO-T.  Canadian banks have been underperforming the US.  There are still some challenges here in Canada, such as less interest rate increases.  The changes in real estate laws are still working through the market place.  He would underweight Canadian banks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$69.760
Owned
No
DON'T BUY
DON'T BUY
April 16, 2018

TD-T vs. BMO-T.  Canadian banks have been underperforming the US.  There are still some challenges here in Canada, such as less interest rate increases.  The changes in real estate laws are still working through the market place.  He would underweight Canadian banks.

Bank of Montreal(BMO-T)
April 16, 2018

TD-T vs. BMO-T.  Canadian banks have been underperforming the US.  There are still some challenges here in Canada, such as less interest rate increases.  The changes in real estate laws are still working through the market place.  He would underweight Canadian banks.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$95.170
Owned
No
PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Top Pick Mar 17/17, Up 8%)  He would have expected it to do better.  It is very well diversified and is big in wealth management.  It has growing exposure in Asia.  It is well capitalized and well managed.  He is staying with it.

(A Top Pick Mar 17/17, Up 8%)  He would have expected it to do better.  It is very well diversified and is big in wealth management.  It has growing exposure in Asia.  It is well capitalized and well managed.  He is staying with it.

Michael Sprung
President, Sprung Investment Management
Price
$51.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Top Pick Mar 17/17, Down 37%)  He said it was higher risk when it picked it.  We need a pickup in activity in the oil patch.  They have not participated in the US recovery as much as people would have hoped.  At these levels the down side is limited but the upside is more substantial.  It is not a safe harbor investment.

Precision Drilling(PD-T)
April 16, 2018

(A Top Pick Mar 17/17, Down 37%)  He said it was higher risk when it picked it.  We need a pickup in activity in the oil patch.  They have not participated in the US recovery as much as people would have hoped.  At these levels the down side is limited but the upside is more substantial.  It is not a safe harbor investment.

Michael Sprung
President, Sprung Investment Management
Price
$3.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Top Pick Mar 17/17, Down 8%)  There has been some problem within the bakery side in the frozen food segment.  A lot of food retailers are in focus with increased home delivery competition, but Loblaw's should be able to compete with this.  It is a good place to be.

George Weston Ltd.(WN-T)
April 16, 2018

(A Top Pick Mar 17/17, Down 8%)  There has been some problem within the bakery side in the frozen food segment.  A lot of food retailers are in focus with increased home delivery competition, but Loblaw's should be able to compete with this.  It is a good place to be.

Michael Sprung
President, Sprung Investment Management
Price
$102.420
Owned
Yes
BUY
BUY
April 16, 2018

It has been a top pick in the past.  It is a higher risk than a company that is both construction AND engineering.  They have been figured as an Alberta-centric company but they have diversified somewhat.  If we see any infrastructure dollars going to work, this company is likely to get them. 

Stuart Olson Inc(SOX-T)
April 16, 2018

It has been a top pick in the past.  It is a higher risk than a company that is both construction AND engineering.  They have been figured as an Alberta-centric company but they have diversified somewhat.  If we see any infrastructure dollars going to work, this company is likely to get them. 

Michael Sprung
President, Sprung Investment Management
Price
$7.440
Owned
Yes
BUY
BUY
April 16, 2018

Investors have not been ganging up to buy it.  It has had considerable downside pressure.  He does not agree it is in any worse shape than competitors.  He thinks it is over sold right now and reflects nice value. 

Enbridge(ENB-T)
April 16, 2018

Investors have not been ganging up to buy it.  It has had considerable downside pressure.  He does not agree it is in any worse shape than competitors.  He thinks it is over sold right now and reflects nice value. 

Michael Sprung
President, Sprung Investment Management
Price
$41.000
Owned
Unknown