Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 7, 2018

He has been negative on the pipelines for a number of years because they took on a lot of debt and increase the dividend only by increasing the payout ratio. He is not ready to step into it here. Rising interest rates will continue to put pressure on the sector. They need to use cash flow to reduce debt to be more sustainable.

Enbridge (ENB-T)
May 7, 2018

He has been negative on the pipelines for a number of years because they took on a lot of debt and increase the dividend only by increasing the payout ratio. He is not ready to step into it here. Rising interest rates will continue to put pressure on the sector. They need to use cash flow to reduce debt to be more sustainable.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$40.700
Owned
Unknown
HOLD
HOLD
May 7, 2018

It is in play at present. There is a new CEO coming in. He is holding the stock because thinks there is more upside. We will know more on this transaction in the next few months.

Xerox (XRX-N)
May 7, 2018

It is in play at present. There is a new CEO coming in. He is holding the stock because thinks there is more upside. We will know more on this transaction in the next few months.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$28.460
Owned
Yes
BUY
BUY
May 7, 2018

They have gone full throttle in the riskier business of trading derivatives. They are the only one of the big banks going full throttle. They have fewer shares outstanding than before the financial crisis.

They have gone full throttle in the riskier business of trading derivatives. They are the only one of the big banks going full throttle. They have fewer shares outstanding than before the financial crisis.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$237.200
Owned
Yes
COMMENT
COMMENT
May 7, 2018

He wishes he owned it. There is some competition, e.g. AMZN-Q. NFLX-Q has an amazing business model and they are profitable. He can't get in as a value investor. They have done a great job, though.

He wishes he owned it. There is some competition, e.g. AMZN-Q. NFLX-Q has an amazing business model and they are profitable. He can't get in as a value investor. They have done a great job, though.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$326.260
Owned
No
WATCH
WATCH
May 7, 2018

He is taking a look at it. He has never owned it. Cinemas were said to be dying. The whole industry has changed and they are thriving. The business model seems to be here to stay. He would take a look at it. 5.7% yield.

He is taking a look at it. He has never owned it. Cinemas were said to be dying. The whole industry has changed and they are thriving. The business model seems to be here to stay. He would take a look at it. 5.7% yield.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$28.600
Owned
Unknown
BUY
BUY
May 7, 2018

He still likes it. They got their cost structure down. It is a free cash flower with a 5% dividend. The dividend will remain if oil drops to $50. The balance sheet is in good shape.

BP PLC (BP-N)
May 7, 2018

He still likes it. They got their cost structure down. It is a free cash flower with a 5% dividend. The dividend will remain if oil drops to $50. The balance sheet is in good shape.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$45.690
Owned
Unknown
DON'T BUY
DON'T BUY
May 7, 2018

The whole pharma sector is suffering with pricing pressures. They have issues with a new drug they have come out with. He would stay away.

The whole pharma sector is suffering with pricing pressures. They have issues with a new drug they have come out with. He would stay away.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$51.320
Owned
No