Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 16, 2018

The largest gold royalty company AROUND. It's a safe way to play gold, but insulates investors from capital cost creeps from the mining space. He likes this company. It reported strong results last week. They're expanded their oil/gas portfolio and performing very well.

The largest gold royalty company AROUND. It's a safe way to play gold, but insulates investors from capital cost creeps from the mining space. He likes this company. It reported strong results last week. They're expanded their oil/gas portfolio and performing very well.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$90.840
Owned
Yes
BUY
BUY
May 16, 2018

A sensational growth story though mired in controvery. It's historically offered online poker and casino games, but just announced they are expanding into sports betting. This is giant, new market that has spiked their stock. They're firing on all cyclinders.

A sensational growth story though mired in controvery. It's historically offered online poker and casino games, but just announced they are expanding into sports betting. This is giant, new market that has spiked their stock. They're firing on all cyclinders.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$47.530
Owned
No
DON'T BUY
DON'T BUY
May 16, 2018

He's shied away from it. They just reported a disastrous quarter. Auto sales are cyclical, and more and more consumers are turning to debt financing to buy cars--and consumers are struggling with heavy debt. Auto sales were hot last year, but ACQ keeps disaapointing on earnings.

He's shied away from it. They just reported a disastrous quarter. Auto sales are cyclical, and more and more consumers are turning to debt financing to buy cars--and consumers are struggling with heavy debt. Auto sales were hot last year, but ACQ keeps disaapointing on earnings.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$16.840
Owned
No
DON'T BUY
DON'T BUY
May 16, 2018

He used to own it, selling it in fall 2016 before their huge WGL purchase. He was--and remains--concerned with their high valuation. They also carry high debt and are on credit watch after the WGL acquisition. There are safer options out there.

Altagas Ltd (ALA-T)
May 16, 2018

He used to own it, selling it in fall 2016 before their huge WGL purchase. He was--and remains--concerned with their high valuation. They also carry high debt and are on credit watch after the WGL acquisition. There are safer options out there.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$25.550
Owned
No
DON'T BUY
DON'T BUY
May 16, 2018

Their steady growth ended a decade ago, then they got into a governance (corruption) scandal overseas. To evaluate them, look at their various operations. They own the 407, a toll highway, their crown jewel. But they also do engineering and construction, which is cyclical, and an area mired in legislative roadblocks. Not one he'd buy.

Their steady growth ended a decade ago, then they got into a governance (corruption) scandal overseas. To evaluate them, look at their various operations. They own the 407, a toll highway, their crown jewel. But they also do engineering and construction, which is cyclical, and an area mired in legislative roadblocks. Not one he'd buy.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$56.000
Owned
No
PAST TOP PICK
PAST TOP PICK
May 16, 2018

(Past Top Pick on July 12, 2017, Down 14%) They've endured a perfect storm: rising interest rates; high debt,; Ottawa disallowed a key tax deduction; and delays on their flagship line 3 expansion running through Minnesota. But he's hopeful. They posted a good qaurter and believes Minnesota will greenlight line 3. This is an epic buying opportunity.

Enbridge (ENB-T)
May 16, 2018

(Past Top Pick on July 12, 2017, Down 14%) They've endured a perfect storm: rising interest rates; high debt,; Ottawa disallowed a key tax deduction; and delays on their flagship line 3 expansion running through Minnesota. But he's hopeful. They posted a good qaurter and believes Minnesota will greenlight line 3. This is an epic buying opportunity.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$41.800
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 16, 2018

(Past Top Pick on July 12, 2017, Down 13%) They just suffered a rare, large earnings miss. Weakness mainly came from U.S. fuel margins. He's confident they can come back, and this current pullback is a buying oppportunity. They're growing earnings at 18%.

(Past Top Pick on July 12, 2017, Down 13%) They just suffered a rare, large earnings miss. Weakness mainly came from U.S. fuel margins. He's confident they can come back, and this current pullback is a buying oppportunity. They're growing earnings at 18%.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$54.210
Owned
Yes