Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 16, 2018

Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

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Added this name a few months ago. The dividend is safe. They have a project backlog that will support its cash-flow growth. AQN recently entered a joint venture with a Spanish utility. AQN is growing its renewable presence, which she likes. Good growth profile here.

BUY
BUY
April 16, 2018

She has owned this for a few years and likes it. The penetration of e-payments is high in developed economies, but still low in emerging markets--there's still huge secular growth in e-payments. Visa bought out Visa Europe a year ago and are integrating now. This should improve Visa's margins and profits for the next few years.

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Visa Inc. (V-N)
April 16, 2018

She has owned this for a few years and likes it. The penetration of e-payments is high in developed economies, but still low in emerging markets--there's still huge secular growth in e-payments. Visa bought out Visa Europe a year ago and are integrating now. This should improve Visa's margins and profits for the next few years.

BUY
BUY
April 16, 2018

Be patient, having fallen from $75 to today's $69/share. The Canadian banking group is down 6% YTD, but this reflects the overall TSX. The banks had a good Q1. She likes TD's U.S. exposure with its good growth. Earnings should be 12% this year. Dividends will grow in line with earnings. Canadian bank valuations are in line with 10-year averages.

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Toronto Dominion (TD-T)
April 16, 2018

Be patient, having fallen from $75 to today's $69/share. The Canadian banking group is down 6% YTD, but this reflects the overall TSX. The banks had a good Q1. She likes TD's U.S. exposure with its good growth. Earnings should be 12% this year. Dividends will grow in line with earnings. Canadian bank valuations are in line with 10-year averages.

BUY
BUY
April 16, 2018

She sold Wells Fargo and bought this in February. It's a good play on the U.S. economy, well-run and reasonably valued. The U.S. economy will continue to imrpove.

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She sold Wells Fargo and bought this in February. It's a good play on the U.S. economy, well-run and reasonably valued. The U.S. economy will continue to imrpove.

BUY
BUY
April 16, 2018

Price has fallen recently. Double-down? Don't sell. It's a general pull-back, though BNS fell more than the other Canadian banks. BNS has a Latin America stake, and those economies can be more volatile. An uncertainty
with this sector is how Canadian housing will unfold. But the Canadian banks enjoyed a strong Q1. She would add to positions here. Also, rising interest rates will benefit the banks.

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Price has fallen recently. Double-down? Don't sell. It's a general pull-back, though BNS fell more than the other Canadian banks. BNS has a Latin America stake, and those economies can be more volatile. An uncertainty
with this sector is how Canadian housing will unfold. But the Canadian banks enjoyed a strong Q1. She would add to positions here. Also, rising interest rates will benefit the banks.

BUY
BUY
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India.

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Yum! Brands (YUM-N)
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India.

DON'T BUY
DON'T BUY
April 16, 2018

Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India.

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Bad headline news about Tim Horton's franchisees doesn't help. She'd buy Yum! Brands (YUM-N) (KFC, Pizza Hut) instead because of its presence in China and now India.