Latest Expert Opinions

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

It's come off due to some weakness in U.S. operations. They are a good acquirer of businesses--they grow buy acquiring. She's not looking at it now, and sees better opportunity elsewhere.

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It's come off due to some weakness in U.S. operations. They are a good acquirer of businesses--they grow buy acquiring. She's not looking at it now, and sees better opportunity elsewhere.

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

No plans to buy this. Tesla continues to miss production targets, is burning through cash, and carries heavy debt. Tesla must prove it can produce cars on a sustainable basis. Model 3's production is below scheduled rates. Also, Tesla now faces more competition.

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No plans to buy this. Tesla continues to miss production targets, is burning through cash, and carries heavy debt. Tesla must prove it can produce cars on a sustainable basis. Model 3's production is below scheduled rates. Also, Tesla now faces more competition.

COMMENT
COMMENT
April 16, 2018

She has held this for a long time. Cineplex is diversifying away from box office, which still accounts for 50% of its revenues. For example, they are expanding into restaurants in their entertainment centres, and so far that's doing well. Give it time. Today, there are many ways to watch movies, so the theatres have to offer "big" films. Nicer seating and alcohol service help.

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Cineplex Inc (CGX-T)
April 16, 2018

She has held this for a long time. Cineplex is diversifying away from box office, which still accounts for 50% of its revenues. For example, they are expanding into restaurants in their entertainment centres, and so far that's doing well. Give it time. Today, there are many ways to watch movies, so the theatres have to offer "big" films. Nicer seating and alcohol service help.

PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Past Top Pick on May 16, 2017, Up 9%) She's held this for a long time. It's a Canadian IT company that does outsourcing with long-term contracts--a recurring revenue stream that will protect them if the economy weakens. They are 50% in Europe after an acquisition a few years ago. Margins are back up. They're ready to buy a bigger purchase. They are seeing good organic growth in their vertical markets (i.e. cybersecurity).

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CGI Group (A) (GIB.A-T)
April 16, 2018

(A Past Top Pick on May 16, 2017, Up 9%) She's held this for a long time. It's a Canadian IT company that does outsourcing with long-term contracts--a recurring revenue stream that will protect them if the economy weakens. They are 50% in Europe after an acquisition a few years ago. Margins are back up. They're ready to buy a bigger purchase. They are seeing good organic growth in their vertical markets (i.e. cybersecurity).

PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Past Top Pick on May 16, 2017, Up 6.5%) Still likes it. Valuations for Canadian banks have all come bank after some richness, based on 10-year historical averages. See high earnings growth around 9% for RY. She considers Canadian banks as income stocks. With the current pullback, she sees double-digit total returns for this sector.

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Royal Bank (RY-T)
April 16, 2018

(A Past Top Pick on May 16, 2017, Up 6.5%) Still likes it. Valuations for Canadian banks have all come bank after some richness, based on 10-year historical averages. See high earnings growth around 9% for RY. She considers Canadian banks as income stocks. With the current pullback, she sees double-digit total returns for this sector.

PAST TOP PICK
PAST TOP PICK
April 16, 2018

(A Past Top Pick on May 16, 2017, Up 6%) Expects tomorrow's Q1 report to be good. They're seeing good growth in their pharmaceutical division. They invest in their pipeline, so there's organic growth; They also make strategic acquisitions, like a Swiss biotech last year that focuses on heart diseases. In the pharma side, their investments are starting to pay off and offsetting some of their drugs going generic. A defensive play with strong financials.

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(A Past Top Pick on May 16, 2017, Up 6%) Expects tomorrow's Q1 report to be good. They're seeing good growth in their pharmaceutical division. They invest in their pipeline, so there's organic growth; They also make strategic acquisitions, like a Swiss biotech last year that focuses on heart diseases. In the pharma side, their investments are starting to pay off and offsetting some of their drugs going generic. A defensive play with strong financials.

COMMENT
COMMENT
April 16, 2018

The whole sector has pulled back and ALA is interest rate-sensitive, too. The big WGL acquisition in the U.S. will remain an overhang until later this year when/if approval is granted. Prefers Pembina and Enbridge.

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Altagas Ltd (ALA-T)
April 16, 2018

The whole sector has pulled back and ALA is interest rate-sensitive, too. The big WGL acquisition in the U.S. will remain an overhang until later this year when/if approval is granted. Prefers Pembina and Enbridge.