Latest Expert Opinions

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Expert
TOP PICK
TOP PICK
May 11, 2018

A Hong Kong based aggregator of global infrastructure. This includes parking buildings, utilities, and toll roads. It has been very positive for shareholders. It is not getting full value yet for three key acquisitions worth $17 billion CAD made last year and he is expecting a large uptick in earnings. Yield 3.8%. (Analysts’ price target is $78.27 HKD )

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A Hong Kong based aggregator of global infrastructure. This includes parking buildings, utilities, and toll roads. It has been very positive for shareholders. It is not getting full value yet for three key acquisitions worth $17 billion CAD made last year and he is expecting a large uptick in earnings. Yield 3.8%. (Analysts’ price target is $78.27 HKD )

TOP PICK
TOP PICK
May 11, 2018

This is a classic “buy when there is blood in the streets.” If you believe oil prices will remain at these levels for an extended period of time, this company will benefit from higher levels of capex in the oil sector. This is very cheap for a global equipment company. Yield 3.2%. (Analysts’ price target is $16.10 )

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This is a classic “buy when there is blood in the streets.” If you believe oil prices will remain at these levels for an extended period of time, this company will benefit from higher levels of capex in the oil sector. This is very cheap for a global equipment company. Yield 3.2%. (Analysts’ price target is $16.10 )

TOP PICK
TOP PICK
May 11, 2018

They announced today very good earnings and boosted dividends by 10%. It will not get overly hurt by rising interest rates. He also likes the “green” element of their business. The dividend is sustainable. Yield 5.1%. (Analysts’ price target is $15.10 )

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They announced today very good earnings and boosted dividends by 10%. It will not get overly hurt by rising interest rates. He also likes the “green” element of their business. The dividend is sustainable. Yield 5.1%. (Analysts’ price target is $15.10 )

PAST TOP PICK
PAST TOP PICK
May 11, 2018

(A Top Pick July 7/17 Up 19%) The Trump Administration made this a better business as outsourcing became back in fashion. They have more cash flow than debt, a good balance sheet, and an attractive dividend profile. It may be a bit toppy here, but still some upside.

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(A Top Pick July 7/17 Up 19%) The Trump Administration made this a better business as outsourcing became back in fashion. They have more cash flow than debt, a good balance sheet, and an attractive dividend profile. It may be a bit toppy here, but still some upside.

PAST TOP PICK
PAST TOP PICK
May 11, 2018

(A Top Pick July 7/17 Down 2%) If you look at the long term prospects, this is still a good pick in his opinion. The dividend continues to increase. There are $22 billion worth of assets that will likely be sold off. He would continue to hold it. They have good avenues to increase their product line sales. Yield 3%.

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Nestle (NSRGY-OTC)
May 11, 2018

(A Top Pick July 7/17 Down 2%) If you look at the long term prospects, this is still a good pick in his opinion. The dividend continues to increase. There are $22 billion worth of assets that will likely be sold off. He would continue to hold it. They have good avenues to increase their product line sales. Yield 3%.

PAST TOP PICK
PAST TOP PICK
May 11, 2018

(A Top Pick July 7/17 Up 0.4%) They were expecting a little more follow-through on the Trudeau promises to increase infrastructure spending. Although the work is happening, it has not yet paid off. He would continue to hold it.

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(A Top Pick July 7/17 Up 0.4%) They were expecting a little more follow-through on the Trudeau promises to increase infrastructure spending. Although the work is happening, it has not yet paid off. He would continue to hold it.

COMMENT
COMMENT
May 11, 2018

Back end office for e-commerce platform. They partnered with Amazon (AMZN-O). They have done a great job growing their business model. But they have no earnings. No free cash flows. Trading at 10 to 11 times forward sales. Interesting but not even near a valuation level that they would feel comfortable. (Analysts’ price target is $190)

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Back end office for e-commerce platform. They partnered with Amazon (AMZN-O). They have done a great job growing their business model. But they have no earnings. No free cash flows. Trading at 10 to 11 times forward sales. Interesting but not even near a valuation level that they would feel comfortable. (Analysts’ price target is $190)