Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 5, 2018

This is managed very well. They have been recently moving into the US. Their dividend is safe, their payout ratio is below 60%. The stock’s price dropped in response to the rise in interest rates but it has come back up.

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Keyera Corp (KEY-T)
June 5, 2018

This is managed very well. They have been recently moving into the US. Their dividend is safe, their payout ratio is below 60%. The stock’s price dropped in response to the rise in interest rates but it has come back up.

COMMENT
COMMENT
June 5, 2018

This company has reported great earnings but it is down. He doesn’t know why. There is a significant concern about consumer debt levels and mortgage levels and this will depress the price of the Canadian bank stocks. He expects the dividend to grow a bit but doesn’t expect much capital appreciation. He expects that TD and Royal Bank should trade better than Scotia because they have expanded in the US more than Scotia.

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This company has reported great earnings but it is down. He doesn’t know why. There is a significant concern about consumer debt levels and mortgage levels and this will depress the price of the Canadian bank stocks. He expects the dividend to grow a bit but doesn’t expect much capital appreciation. He expects that TD and Royal Bank should trade better than Scotia because they have expanded in the US more than Scotia.

TOP PICK
TOP PICK
June 5, 2018

The American consumer is releveraging, which is positive for the banks. Their net interest margin should go up with rising interest rates. They are spending significantly on technology, which will allow them to grow at a far lower cost than expanding their bricks and mortar. They will spend less to capture more customers. Additionally, regulation on US banks is coming off a bit, which will help their profits. They are trading at cheap multiples compared to other financial service companies. (Analysts’ price target is $121.52)

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The American consumer is releveraging, which is positive for the banks. Their net interest margin should go up with rising interest rates. They are spending significantly on technology, which will allow them to grow at a far lower cost than expanding their bricks and mortar. They will spend less to capture more customers. Additionally, regulation on US banks is coming off a bit, which will help their profits. They are trading at cheap multiples compared to other financial service companies. (Analysts’ price target is $121.52)

TOP PICK
TOP PICK
June 5, 2018

They have good reserves, good drilling, great liquids growth, and they are starting to build some of their own infrastructure. What he likes about them is their management team. They are good at acquiring and selling their assets. Their debt to cash flow is very low relative to competitors so they will be able to weather a storm. (Analysts’ price target is $10.88)

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They have good reserves, good drilling, great liquids growth, and they are starting to build some of their own infrastructure. What he likes about them is their management team. They are good at acquiring and selling their assets. Their debt to cash flow is very low relative to competitors so they will be able to weather a storm. (Analysts’ price target is $10.88)

TOP PICK
TOP PICK
June 5, 2018

They are looking to double the service component of their business: If they can get customers into their infrastructure, those customers will stay there. The iPhone X was the best selling product they had and there are rumours of a lower price phone with similar capabilities coming soon. The company trades at good valuations and offers a dividend and buybacks. (Analysts’ price target is $196.94)

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Apple (AAPL-Q)
June 5, 2018

They are looking to double the service component of their business: If they can get customers into their infrastructure, those customers will stay there. The iPhone X was the best selling product they had and there are rumours of a lower price phone with similar capabilities coming soon. The company trades at good valuations and offers a dividend and buybacks. (Analysts’ price target is $196.94)