Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 25, 2018

They're under strike now and bookings are down. Now is probably a good entry point. But he doesn't like airlines. Oil is a big cost, followed by labour. It's a difficult business. There's probably a 5-10% relief rally when they settle this
strike.

Show full opinionHide full opinion

They're under strike now and bookings are down. Now is probably a good entry point. But he doesn't like airlines. Oil is a big cost, followed by labour. It's a difficult business. There's probably a 5-10% relief rally when they settle this
strike.

BUY
BUY
May 25, 2018

The group is out of favour, like anything interest-rate related. They're down 15% YTD, so it's a decent entry point now. Rates will likely slowly rise, so buy a company with some growth. Under $40, EMA is a good long-term entry point. Be patient and collect your dividend.

Show full opinionHide full opinion
Emera Inc (EMA-T)
May 25, 2018

The group is out of favour, like anything interest-rate related. They're down 15% YTD, so it's a decent entry point now. Rates will likely slowly rise, so buy a company with some growth. Under $40, EMA is a good long-term entry point. Be patient and collect your dividend.

SELL
SELL
May 25, 2018

It was lagging for a while, then picked up over $16. It's done really well. He sold his shares too early. But with NAFTA worries, he'd trim holdings now.

Show full opinionHide full opinion
Martinrea (MRE-T)
May 25, 2018

It was lagging for a while, then picked up over $16. It's done really well. He sold his shares too early. But with NAFTA worries, he'd trim holdings now.

COMMENT
COMMENT
May 25, 2018

Gas is down, and the stock has slid from $30 to $10. They have a good long-term track record, so investigate why there was such a slide (it wasn't just the gas price). Now could be an entry point.

Show full opinionHide full opinion

Gas is down, and the stock has slid from $30 to $10. They have a good long-term track record, so investigate why there was such a slide (it wasn't just the gas price). Now could be an entry point.

STRONG BUY
STRONG BUY
May 25, 2018

A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

Show full opinionHide full opinion

A utility with a lot of growth. He really likes this. It's come off with the utilities group over interest rate hike fears, but he sees 8-10% dividend growth in AQN for a few years. They've been buying U.S. companies. He's been buying in the low- $12's recently.

COMMENT
COMMENT
May 25, 2018

It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

Show full opinionHide full opinion

It will act differently from the oil producers, because they operate refineries. If you expect WTI to reach $80, Suncor is not the best good bet, though it's a safe bet due to their refining and marketing operations. He expects SU to hit $55 in a year. But if you want serious upside, buy something else.

COMMENT
COMMENT
May 25, 2018

They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again.

Show full opinionHide full opinion

They're pulling back along with today's slide in oil prices. Well-managed. It's geographically diverse, and has 20-30% gas operations and fewer operations in the oil sands than, say, Suncor. Diversity gives you protection. He used to own CNQ. If CNQ went back to $40, he'd look at this again.