Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 9, 2018

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. He'd rather buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. He'd rather buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$62.560
Owned
Unknown
BUY
BUY
May 9, 2018

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. In Canada, he'd buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

All Canadian banks suffer uncertainty from housing bubble fears and so are performing weaker compared to the US banks. In Canada, he'd buy Bank of Nova Scotia for their Latin American exposure, because of the strong growth in those countries.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$80.000
Owned
Unknown
COMMENT
COMMENT
May 9, 2018

An auto supplier. The auto companies are trading well, so the suppliers will get rated up. Be careful of a value trap, since AXL trades at 4x forward earnings. Make sure they're well-positioned.

An auto supplier. The auto companies are trading well, so the suppliers will get rated up. Be careful of a value trap, since AXL trades at 4x forward earnings. Make sure they're well-positioned.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$14.920
Owned
Unknown
COMMENT
COMMENT
May 9, 2018

Higher oil prices may discourage people from driving which could pressure PKI since a large part of their business is running gas stations. That said, their margins are growing as they expand in scale from recent acquisitions.

Higher oil prices may discourage people from driving which could pressure PKI since a large part of their business is running gas stations. That said, their margins are growing as they expand in scale from recent acquisitions.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$31.300
Owned
Unknown
COMMENT
COMMENT
May 9, 2018

He's skeptical of biotechs, especially small-cap, because their new products either get approved or not. An investor really must study this industry well to understand it. He doesn't invest in this space.

He's skeptical of biotechs, especially small-cap, because their new products either get approved or not. An investor really must study this industry well to understand it. He doesn't invest in this space.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$7.960
Owned
Unknown
DON'T BUY
DON'T BUY
May 9, 2018

The telecoms are interest-rate senstitive so they have struggled lately. Also, this industry quickly changes: cable-cutting, cutting home phones. He avoids this space. He can't see what will happen in this industry in the future. BCE is a good dividend play, though.

BCE Inc. (BCE-T)
May 9, 2018

The telecoms are interest-rate senstitive so they have struggled lately. Also, this industry quickly changes: cable-cutting, cutting home phones. He avoids this space. He can't see what will happen in this industry in the future. BCE is a good dividend play, though.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$53.280
Owned
Unknown
WATCH
WATCH
May 9, 2018

They make strong products and have a strong brand, but the Toys R Us bankruptcy has placed a big cloud over the whole industry. Step back and see how this all shakes out for the coming year.

They make strong products and have a strong brand, but the Toys R Us bankruptcy has placed a big cloud over the whole industry. Step back and see how this all shakes out for the coming year.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$53.570
Owned
Unknown