Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 23, 2018

His only concern with Interpipeline are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

His only concern with Interpipeline are rising interest rates that will pressure these pipeline companies. He'd rather buy en energy producer like Pembina which has a comparable yield, but higher dividend growth.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$44.110
Owned
Unknown
TOP PICK
TOP PICK
May 23, 2018

A top 10 position for him. CNQ has been a big investor in the oil sands. They've made smart acquitions. Also, oil prices have been rising. CNQ will generate a ton of cash going foward, so the dividend will rise. One of the few Canadian oil companies trading at multi-year highs. This can be a core position. He does worry about the take-away issue (lack of pipelines) and the politics around it, but CNQ is is a great long-term stock. (Analysts' price target: $54.96)

A top 10 position for him. CNQ has been a big investor in the oil sands. They've made smart acquitions. Also, oil prices have been rising. CNQ will generate a ton of cash going foward, so the dividend will rise. One of the few Canadian oil companies trading at multi-year highs. This can be a core position. He does worry about the take-away issue (lack of pipelines) and the politics around it, but CNQ is is a great long-term stock. (Analysts' price target: $54.96)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$47.000
Owned
Yes
TOP PICK
TOP PICK
May 23, 2018

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

Transports have perked up recently. There's been a lot of stuff to move in a strong economy. Truckloads are full. Oil prices rise which tip things in favour of the rails. UNP has a great network in the U.S. with 8,500 trains. This is a play on a still-strengthening U.S. economy. They are efficient with cost vs. revenues declining. (Analysts' price target: $147.12)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$144.270
Owned
Yes
TOP PICK
TOP PICK
May 23, 2018

Has branches primarily in Texas (rising oil prices) and California, two strong geographic regions. Regional banks are sensitive to rising interest rates. Loan origination is accelerating in the U.S. Expect dividend growth and return of capital to shareholders. Deregulation will help, too. (Analysts' price target: $103.04)

Comerica Inc (CMA-N)
May 23, 2018

Has branches primarily in Texas (rising oil prices) and California, two strong geographic regions. Regional banks are sensitive to rising interest rates. Loan origination is accelerating in the U.S. Expect dividend growth and return of capital to shareholders. Deregulation will help, too. (Analysts' price target: $103.04)

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$98.990
Owned
Yes
BUY
BUY
May 23, 2018

A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy.

BRP INC. (DOO-T)
May 23, 2018

A great stock. He missed buying it though. Great numbers. One of the few growth stocks. He'd buy it even at current 52-week highs. Consumer discretionary is a good sector in a stronger economy.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$55.450
Owned
No