Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 23, 2018

(A Top Pick February 22/18 Up 16%) They took an even larger position in the Canadian sector, but took profit recently. The seasonal peak is from February 25 to May 9, so thinks this sector is due for a retracement. Inventories are being talked higher, so he thinks it is time to take profit on this one.

(A Top Pick February 22/18 Up 16%) They took an even larger position in the Canadian sector, but took profit recently. The seasonal peak is from February 25 to May 9, so thinks this sector is due for a retracement. Inventories are being talked higher, so he thinks it is time to take profit on this one.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$77.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 23, 2018

(A Top Pick February 22/18 Down 6%) The Helly-Hansen acquisition has brought headwinds to this stock. They have made acquisitions in the past, but this seemed strange and very expensive. The seasonal peak for this stock is January 11 to April 12, so he would not hold this now.

(A Top Pick February 22/18 Down 6%) The Helly-Hansen acquisition has brought headwinds to this stock. They have made acquisitions in the past, but this seemed strange and very expensive. The seasonal peak for this stock is January 11 to April 12, so he would not hold this now.

Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$246.000
Owned
No
COMMENT
COMMENT
May 23, 2018

It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while.

McDonalds (MCD-N)
May 23, 2018

It's a both a quick-service restaurant and a REIT. REITs are under pressure, because they're interest-rate sensitive. Restaurants are performing pretty well, including McDonald's. Building digital kiosks in their stores is a good move. But other restaurants, such as Domino's Pizza, have a better growth rate. McDonald's will grow its dividend over time and probably operform in the middle of the pack for a while.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$161.620
Owned
Unknown
BUY
BUY
May 23, 2018

He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

He avoided energy for years until last February. In Canada, his largest position has been in the oil sands, because these companies have invested in past years and are now looking profitable. Suncor has low decline rates in its production compares to its peers. With oil at $60-70, this will do well and attract global buyers. But remember: oil is cyclical and addition supply can come on from other sources. Overall, he likes Suncor.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$52.210
Owned
Unknown
DON'T BUY
DON'T BUY
May 23, 2018

He invests in good companies that are getting better, with a catalyst that accelerates the stock. GE is not. He isn't good at picking bottoms. There's too much risk with GE, and a mountain of shareholders waiting to sell their stock. He'd avoid this.

He invests in good companies that are getting better, with a catalyst that accelerates the stock. GE is not. He isn't good at picking bottoms. There's too much risk with GE, and a mountain of shareholders waiting to sell their stock. He'd avoid this.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$14.180
Owned
No
DON'T BUY
DON'T BUY
May 23, 2018

He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

Walt Disney (DIS-N)
May 23, 2018

He doesn't like the media space now. It's a tough sector. Disney and its peers are struggling. Be careful with Disney.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$102.890
Owned
Unknown
BUY
BUY
May 23, 2018

REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$136.830
Owned
Unknown