Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 26, 2018

He likes all the US banks. Regulations are coming easy for them as opposed to more difficult. Reasonable investment bank arm. He likes other US banks better at the moment though.

Show full opinionHide full opinion
Citigroup Inc. (C-N)
April 26, 2018

He likes all the US banks. Regulations are coming easy for them as opposed to more difficult. Reasonable investment bank arm. He likes other US banks better at the moment though.

COMMENT
COMMENT
April 26, 2018

Very good auto parts company in Canada. The company is not really a global company. Great balance sheet. Linamar is not really into the electric vehicle. That made some people worry a little bit about the name. They have reasonable good growth.

Show full opinionHide full opinion
Linamar Corp (LNR-T)
April 26, 2018

Very good auto parts company in Canada. The company is not really a global company. Great balance sheet. Linamar is not really into the electric vehicle. That made some people worry a little bit about the name. They have reasonable good growth.

COMMENT
COMMENT
April 26, 2018

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

Show full opinionHide full opinion
Walt Disney (DIS-N)
April 26, 2018

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

Show full opinionHide full opinion

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Up 8%.) The largest private equity company in the world. Has a great dividend yield. A great story. They are not a corporation therefore not on the S&P 500. With the tax changes there are rumors that they will become a corporation and be part of the index and would get a bump.

Show full opinionHide full opinion

(A Top Pick March 8/17 - Up 8%.) The largest private equity company in the world. Has a great dividend yield. A great story. They are not a corporation therefore not on the S&P 500. With the tax changes there are rumors that they will become a corporation and be part of the index and would get a bump.

PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Down 9%.) He likes the model. They basically didn’t like the way management was executing.

Show full opinionHide full opinion
AutoCanada Inc. (ACQ-T)
April 26, 2018

(A Top Pick March 8/17 - Down 9%.) He likes the model. They basically didn’t like the way management was executing.

BUY
BUY
April 26, 2018

They own the name and he would buy it here. Dividend yield is high. The value of their assets is very good. They are facing some issues with taxes in the US. The stock is under a lot of pressure for this and other issues. Looks very cheap.

Show full opinionHide full opinion
Enbridge (ENB-T)
April 26, 2018

They own the name and he would buy it here. Dividend yield is high. The value of their assets is very good. They are facing some issues with taxes in the US. The stock is under a lot of pressure for this and other issues. Looks very cheap.