Latest Expert Opinions

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Opinion
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COMMENT
COMMENT
May 1, 2018

A good company and well-run, but it's now pausing after a series of lower highs. It's consolidating after a slight downturn. He'd consider it if it stays at $96. It's a possible buy. But he thinks he'll consolidate for a while.

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Onex Corp (ONEX-T)
May 1, 2018

A good company and well-run, but it's now pausing after a series of lower highs. It's consolidating after a slight downturn. He'd consider it if it stays at $96. It's a possible buy. But he thinks he'll consolidate for a while.

TOP PICK
TOP PICK
May 1, 2018

He's looking for something that won't fall as much as the markets this summer, when he expects a correction. This is it.

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He's looking for something that won't fall as much as the markets this summer, when he expects a correction. This is it.

TOP PICK
TOP PICK
May 1, 2018

It's been a dog in his portfolio, but he will give it one last chance, hoping for a rebound. Thinks it's been oversold.

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It's been a dog in his portfolio, but he will give it one last chance, hoping for a rebound. Thinks it's been oversold.

TOP PICK
TOP PICK
May 1, 2018

It's on-trend. India is not that correlated to North American markets (and he expects a difficult summer here). It's bouncing off its trendline, and India has a healthy long-term trendline.

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It's on-trend. India is not that correlated to North American markets (and he expects a difficult summer here). It's bouncing off its trendline, and India has a healthy long-term trendline.

PAST TOP PICK
PAST TOP PICK
May 1, 2018

(A Past Top Pick on Feb.5, 2018, Down 7.5%) A dog. He'll wait another week or two to see this turns around, but he's skeptical and will likely sell. He has a bit of hope. This sector's been oversold, and May is the time to buy consumer staples when it should rise.

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(A Past Top Pick on Feb.5, 2018, Down 7.5%) A dog. He'll wait another week or two to see this turns around, but he's skeptical and will likely sell. He has a bit of hope. This sector's been oversold, and May is the time to buy consumer staples when it should rise.

PAST TOP PICK
PAST TOP PICK
May 1, 2018

(A Past Top Pick on Feb.5, 2018, Up 6%) He's bearish about this summer and how FANG stocks will do, but Canadian tech stocks like this are overlooked. It's a steady eddy. It has legs. This won't take off, but you won't lose money and will make you a little.

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(A Past Top Pick on Feb.5, 2018, Up 6%) He's bearish about this summer and how FANG stocks will do, but Canadian tech stocks like this are overlooked. It's a steady eddy. It has legs. This won't take off, but you won't lose money and will make you a little.

BUY WEAKNESS
BUY WEAKNESS
May 1, 2018

They acquired Spartan Energy, which gives them a low-cost Saskatchewan producer and a lot of light oil, which is easy to move. Their balance sheet has improved significantly. They had $1.36 billion in debt with $1.57 in equity. That’s a tight balance sheet. After the acquisition, which was an all-stock deal, they’ll have $1.5 billion of debt against $2.8 billion in equity. This gives them more oil in Canada and a much better balance sheet. He thinks this is an interesting story, the price has come down and thinks it is a good value if it breaks below $40. Spartan was a good buy for them and the next buys will probably be international.

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They acquired Spartan Energy, which gives them a low-cost Saskatchewan producer and a lot of light oil, which is easy to move. Their balance sheet has improved significantly. They had $1.36 billion in debt with $1.57 in equity. That’s a tight balance sheet. After the acquisition, which was an all-stock deal, they’ll have $1.5 billion of debt against $2.8 billion in equity. This gives them more oil in Canada and a much better balance sheet. He thinks this is an interesting story, the price has come down and thinks it is a good value if it breaks below $40. Spartan was a good buy for them and the next buys will probably be international.