Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 20, 2018

It has hit a new 52 week low. It is a hedge to financials in your portfolio with the dividend. He wouldn’t be too anxious to sell it yet.

BCE Inc. (BCE-T)
April 20, 2018

It has hit a new 52 week low. It is a hedge to financials in your portfolio with the dividend. He wouldn’t be too anxious to sell it yet.

Don Lato
President, Padlock Investment Management
Price
$53.450
Owned
No
HOLD
HOLD
April 20, 2018

He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

Don Lato
President, Padlock Investment Management
Price
$1077.320
Owned
Yes
HOLD
HOLD
April 20, 2018

The narrowing in heavy oil differentials is helping this. This is a great long term stable stock to hold. He expects the dividend could rise over the next few years. This is trading over 7 times cash flow, so it is a bit expensive. He might prefer CNQ-T as it trades at lower multiples.

The narrowing in heavy oil differentials is helping this. This is a great long term stable stock to hold. He expects the dividend could rise over the next few years. This is trading over 7 times cash flow, so it is a bit expensive. He might prefer CNQ-T as it trades at lower multiples.

Don Lato
President, Padlock Investment Management
Price
$48.800
Owned
No
HOLD
HOLD
April 20, 2018

He does not follow this closely. They have an advantage being exposed to the US, where drilling is going to be more robust. He would stay away from the Canadian service companies as a whole. If you have it, hold it.

He does not follow this closely. They have an advantage being exposed to the US, where drilling is going to be more robust. He would stay away from the Canadian service companies as a whole. If you have it, hold it.

Don Lato
President, Padlock Investment Management
Price
$4.100
Owned
No
HOLD
HOLD
April 20, 2018

He thinks a strong global market and commodity price recovery will allow you to continue to hold it. Yield 0.6%.

He thinks a strong global market and commodity price recovery will allow you to continue to hold it. Yield 0.6%.

Don Lato
President, Padlock Investment Management
Price
$33.990
Owned
No
HOLD
HOLD
April 20, 2018

If you are looking out a couple of years, you should continue to hold. The amalgamation of Agrium and Potash Corp is going to take work to make things sync, but there should be good cost savings. Not a strong buy, but the stock is reasonably valued.

Nutrien Ltd. (NTR-T)
April 20, 2018

If you are looking out a couple of years, you should continue to hold. The amalgamation of Agrium and Potash Corp is going to take work to make things sync, but there should be good cost savings. Not a strong buy, but the stock is reasonably valued.

Don Lato
President, Padlock Investment Management
Price
$59.630
Owned
No
WEAK BUY
WEAK BUY
April 20, 2018

He does own this and sees it as always expensive. He likes how hard they work for shareholder value. They survived the higher wage increase in Ontario. A core holding for sure.

Dollarama Inc. (DOL-T)
April 20, 2018

He does own this and sees it as always expensive. He likes how hard they work for shareholder value. They survived the higher wage increase in Ontario. A core holding for sure.

Don Lato
President, Padlock Investment Management
Price
$148.360
Owned
Yes