Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
April 19, 2018

Tim Horton's, Popeye's, Burger King. A number of the Tim's franchisees have become quite vocal recently. Costs have gone up. There is bad blood. It is possible that they are too fixed on cutting costs and not on the customer. All of the packaged foods companies have been pressured recently. He prefers CARA-T.

Tim Horton's, Popeye's, Burger King. A number of the Tim's franchisees have become quite vocal recently. Costs have gone up. There is bad blood. It is possible that they are too fixed on cutting costs and not on the customer. All of the packaged foods companies have been pressured recently. He prefers CARA-T.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$69.380
Owned
Unknown
TOP PICK
TOP PICK
April 19, 2018

It is a Canadian Engineering company. Last year it bought a highly sought-after water company. He has had a number of holdings in the water industry. The acquisition inherited some cost overruns on the company and are slowly getting over them. They will slowly move on. They have raised their dividend every year. (Analysts’ target: $36.31).

Stantec Inc (STN-T)
April 19, 2018

It is a Canadian Engineering company. Last year it bought a highly sought-after water company. He has had a number of holdings in the water industry. The acquisition inherited some cost overruns on the company and are slowly getting over them. They will slowly move on. They have raised their dividend every year. (Analysts’ target: $36.31).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$31.700
Owned
Yes
TOP PICK
TOP PICK
April 19, 2018

They have been hurt because they are interest sensitive. They were a market darling until they bought a US company to be more diversified. Their balance sheet got bloated. It got way overdone on the downside. All they did was bring down the expectations. He bought more this month. (Analysts’ target: $52.85).

Enbridge (ENB-T)
April 19, 2018

They have been hurt because they are interest sensitive. They were a market darling until they bought a US company to be more diversified. Their balance sheet got bloated. It got way overdone on the downside. All they did was bring down the expectations. He bought more this month. (Analysts’ target: $52.85).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$40.490
Owned
Yes
TOP PICK
TOP PICK
April 19, 2018

It is in the water and electrical business. In May they are breaking into two and he will own two. It has raised its dividend for over 40 years. (Analysts’ target: $73.75).

It is in the water and electrical business. In May they are breaking into two and he will own two. It has raised its dividend for over 40 years. (Analysts’ target: $73.75).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$71.140
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 19, 2018

(A Top Pick May 1/17, Down 8%) The governments have talked about all the infrastructure spending but we are waiting for it all to come. We are talking about it being deployed.

Stantec Inc (STN-T)
April 19, 2018

(A Top Pick May 1/17, Down 8%) The governments have talked about all the infrastructure spending but we are waiting for it all to come. We are talking about it being deployed.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$31.700
Owned
Yes
HOLD
HOLD
April 19, 2018

5.7% yield. It is a utility like a pipeline. Their earnings and dividend continues to grow but they borrow a lot and their costs continue to go up. People are asking if they need to take the risks. When interest rates go up this type of stock goes up, but he continues to own it and suffer as well.

BCE Inc. (BCE-T)
April 19, 2018

5.7% yield. It is a utility like a pipeline. Their earnings and dividend continues to grow but they borrow a lot and their costs continue to go up. People are asking if they need to take the risks. When interest rates go up this type of stock goes up, but he continues to own it and suffer as well.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.080
Owned
Yes
HOLD
HOLD
April 19, 2018

There are restrictions on Canadian exports of lumber. Lumber futures just hit a record high. Party of it has to do with demand. Never short anything just as it is going up even if the valuation makes no sense. Wait for it to peak and is in the down trend.

There are restrictions on Canadian exports of lumber. Lumber futures just hit a record high. Party of it has to do with demand. Never short anything just as it is going up even if the valuation makes no sense. Wait for it to peak and is in the down trend.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$92.190
Owned
Unknown