Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 30, 2018

It's a well-run company and its stock has had a good run. But over the years lumbering Air Canada has caught up to Westjet which has lost its competitive advantage. AC will do better than Westjet going foward. (He owns AC.)

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It's a well-run company and its stock has had a good run. But over the years lumbering Air Canada has caught up to Westjet which has lost its competitive advantage. AC will do better than Westjet going foward. (He owns AC.)

BUY
BUY
May 30, 2018

Westjet is a well-run company and its stock has had a good run. But over the years lumbering Air Canada has caught up to Westjet which has lost its competitive advantage. AC will do better than Westjet going foward. (He owns AC.)

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Air Canada (AC-T)
May 30, 2018

Westjet is a well-run company and its stock has had a good run. But over the years lumbering Air Canada has caught up to Westjet which has lost its competitive advantage. AC will do better than Westjet going foward. (He owns AC.)

DON'T BUY
DON'T BUY
May 30, 2018

A classic consumer growth stock that's struggling now. Today, Facebook and Google are better companies which have the same PE. PG has used all its levers, including buying back stock. Its debt equity ratio has risen. He doesn't own this sector which is out of favour globally. PG is also hurt by the shift in U.S. retail.

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A classic consumer growth stock that's struggling now. Today, Facebook and Google are better companies which have the same PE. PG has used all its levers, including buying back stock. Its debt equity ratio has risen. He doesn't own this sector which is out of favour globally. PG is also hurt by the shift in U.S. retail.

HOLD
HOLD
May 30, 2018

The merger has created a giant in North American fertilizer. The stock has moved up because oil and corn have; corn is ethanol which competes with gasoline, and potash (Nutrien) fertilizes corn. NTR pays a decent dividend, but doesn't offer much revenue growth and he doesn't see demand around the world rising--corn prices are down. Farming
isn't as profitable as it used to. Hold if you own it, but don't run out and buy this. There's an oversupply of potash.

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Nutrien Ltd. (NTR-T)
May 30, 2018

The merger has created a giant in North American fertilizer. The stock has moved up because oil and corn have; corn is ethanol which competes with gasoline, and potash (Nutrien) fertilizes corn. NTR pays a decent dividend, but doesn't offer much revenue growth and he doesn't see demand around the world rising--corn prices are down. Farming
isn't as profitable as it used to. Hold if you own it, but don't run out and buy this. There's an oversupply of potash.

PAST TOP PICK
PAST TOP PICK
May 30, 2018

(August 1, 2017, Up 45%) The auto cycle is still going strong as car production rises. Magna has done very, very well. E-cars haven't wiped out gas cars The entire car sector is cheap. Magna is trading at only 9x forward earnings. A very well-run company with strong earnings growth. They have exposure to the powertrain which is not going away anytime soon.

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(August 1, 2017, Up 45%) The auto cycle is still going strong as car production rises. Magna has done very, very well. E-cars haven't wiped out gas cars The entire car sector is cheap. Magna is trading at only 9x forward earnings. A very well-run company with strong earnings growth. They have exposure to the powertrain which is not going away anytime soon.

PAST TOP PICK
PAST TOP PICK
May 30, 2018

(August 1, 2017, Up 15%) One of his largest holdings. 20% revenue growth. There's a lot of investing in alternative business is the criticism, but it's a solid, core holding.

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(August 1, 2017, Up 15%) One of his largest holdings. 20% revenue growth. There's a lot of investing in alternative business is the criticism, but it's a solid, core holding.

BUY
BUY
May 30, 2018

Well-run company that makes equipment for TV studios. It's maximized its market. Every other year they pay a huge extra dividend, like an extra dollar last year. It'll bounce between $17-20.

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Well-run company that makes equipment for TV studios. It's maximized its market. Every other year they pay a huge extra dividend, like an extra dollar last year. It'll bounce between $17-20.