Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 18, 2018

Pipelines have been suffering the past year, because they are less economically sensitive stocks during an accelerating economy. So, investors are shifting money into other sectors that are accelerating. Enbridge isn't benefitting from the oil rally. (Buy Suncor or CNQ for that.) You'll get your dividend and this is a well-run company, but ENB is a good house in a bad neighbourhood.

Enbridge (ENB-T)
April 18, 2018

Pipelines have been suffering the past year, because they are less economically sensitive stocks during an accelerating economy. So, investors are shifting money into other sectors that are accelerating. Enbridge isn't benefitting from the oil rally. (Buy Suncor or CNQ for that.) You'll get your dividend and this is a well-run company, but ENB is a good house in a bad neighbourhood.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$41.800
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 18, 2018

(A Past Top Pick on May 17, 2017, Up 8%) Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

(A Past Top Pick on May 17, 2017, Up 8%) Well-managed, has grown over time. Not the most liquid stock, so it may be better for smaller investors. As a packaging company, they benefit from online commerce with deliveries.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$64.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 18, 2018

(A Past Top Pick on May 17, 2017, Up 28%) He's contined to buy it now. It's cheaper and grows faster than its peers. It benefits as Europe improves, and is the Canadian leader in auto parts while stacking up to U.S. peers. Pays a 6% dividend.

Magna Int'l. (A) (MG-T)
April 18, 2018

(A Past Top Pick on May 17, 2017, Up 28%) He's contined to buy it now. It's cheaper and grows faster than its peers. It benefits as Europe improves, and is the Canadian leader in auto parts while stacking up to U.S. peers. Pays a 6% dividend.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$75.630
Owned
Yes
BUY
BUY
April 18, 2018

Chemicals are doing well. He owns several chemical stocks, but not SQM. You may buy this for the litihum or fertilizer exposuire. You could step into this, and seasonally now is the time to buy fertilizer. Use the 150-day moving average of $52 as a stop loss. A good company. Pretty liquid.

Chemicals are doing well. He owns several chemical stocks, but not SQM. You may buy this for the litihum or fertilizer exposuire. You could step into this, and seasonally now is the time to buy fertilizer. Use the 150-day moving average of $52 as a stop loss. A good company. Pretty liquid.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$54.570
Owned
No
DON'T BUY
DON'T BUY
April 18, 2018

$800 million spent to put the company name on a sports facility? Generally, it's not a good idea, except ACC in Toronto. He's not a fan of Canadian banks. The American banks are growing faster. He doesn't like the idea of putting a company name on a sports buildings. He would avoid this stock.

$800 million spent to put the company name on a sports facility? Generally, it's not a good idea, except ACC in Toronto. He's not a fan of Canadian banks. The American banks are growing faster. He doesn't like the idea of putting a company name on a sports buildings. He would avoid this stock.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$76.800
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
April 18, 2018

It's having a nice bounce because of the oil price rise. Reduce your stake a little. This will grow over time. But it depends on the oil sands. Price could be sluggish. A great yield of nearly 7%.

Inter Pipeline (IPL-T)
April 18, 2018

It's having a nice bounce because of the oil price rise. Reduce your stake a little. This will grow over time. But it depends on the oil sands. Price could be sluggish. A great yield of nearly 7%.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$24.330
Owned
Unknown
BUY
BUY
April 18, 2018

Retailers are doing well and enjoying the consumer discretionary rally. Pair a Walmart position with Amazon. They both dominate retail.

Walmart Inc (WMT-N)
April 18, 2018

Retailers are doing well and enjoying the consumer discretionary rally. Pair a Walmart position with Amazon. They both dominate retail.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$87.570
Owned
Unknown