Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 8, 2018

(A Top Pick June 15/17, Up 37%) Transport, test, and treat water. Clients are utilities and commercial companies. A play on in the developed market, where water systems are old and need to be updated. Delayed impact as money is put back into infrastructure. Solid growth in Europe and US. Get 20% revenue from emerging markets, targeting China, India, and Middle East. Would buy on weakness, under $70. Christine’s price target 12 months out is about $80.

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Xylem Inc. (XYL-N)
June 8, 2018

(A Top Pick June 15/17, Up 37%) Transport, test, and treat water. Clients are utilities and commercial companies. A play on in the developed market, where water systems are old and need to be updated. Delayed impact as money is put back into infrastructure. Solid growth in Europe and US. Get 20% revenue from emerging markets, targeting China, India, and Middle East. Would buy on weakness, under $70. Christine’s price target 12 months out is about $80.

PAST TOP PICK
PAST TOP PICK
June 8, 2018

(A Top Pick June 15/17, Down 15%) Stock has pulled back for a number of reasons: the Spectra acquisition, need to do asset sales to pay for it, pulled back dividend to 10%. The Line 3 expansion approval in June is the biggest overhang. Yield is over 6%. Market is not going to give Enbridge much credit for Line 3 going through. Trading at a very attractive multiple. Income-sensitive stocks like this one have been hit. If you don’t hold it, buy half a position.

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Enbridge (ENB-T)
June 8, 2018

(A Top Pick June 15/17, Down 15%) Stock has pulled back for a number of reasons: the Spectra acquisition, need to do asset sales to pay for it, pulled back dividend to 10%. The Line 3 expansion approval in June is the biggest overhang. Yield is over 6%. Market is not going to give Enbridge much credit for Line 3 going through. Trading at a very attractive multiple. Income-sensitive stocks like this one have been hit. If you don’t hold it, buy half a position.

PAST TOP PICK
PAST TOP PICK
June 8, 2018

(A Top Pick June 15/17, Down 0.4%) Market is focusing on ESPN losing subscribers. Have introduced their own direct-to-consumer product, so they can pull Netflix content and go directly to the consumer. Other divisions are doing incredibly well -- theme park, movies. Attractive at 14x forward earnings. Expecting earnings growth to come through next year. Lots of confidence in the CEO, having bought Pixar, Marvel and Star Wars.

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Walt Disney (DIS-N)
June 8, 2018

(A Top Pick June 15/17, Down 0.4%) Market is focusing on ESPN losing subscribers. Have introduced their own direct-to-consumer product, so they can pull Netflix content and go directly to the consumer. Other divisions are doing incredibly well -- theme park, movies. Attractive at 14x forward earnings. Expecting earnings growth to come through next year. Lots of confidence in the CEO, having bought Pixar, Marvel and Star Wars.

HOLD
HOLD
June 8, 2018

Hold for another 3-5 years? Has done very well since the crash. Good play on the US economy and consumer, and she is positive on both. You can continue to hold it. Banks should continue to do well, as long as US economy and consumer continue to. At end of June they should hear about capital return and any increase in dividend. Anticipates a dividend raise and share repurchase at that time.

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Hold for another 3-5 years? Has done very well since the crash. Good play on the US economy and consumer, and she is positive on both. You can continue to hold it. Banks should continue to do well, as long as US economy and consumer continue to. At end of June they should hear about capital return and any increase in dividend. Anticipates a dividend raise and share repurchase at that time.

DON'T BUY
DON'T BUY
June 8, 2018

The yield is relatively safe. High dividend at 8.76%. The big overhang is that they’re waiting for approval on their recent acquisition. Need to sell assets to fund this transaction, plus interest rate sensitivity, has contributed to the pullback. Prefers other names in terms of cash flow growth. (Analysts’ price target is about $28.)

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Altagas Ltd (ALA-T)
June 8, 2018

The yield is relatively safe. High dividend at 8.76%. The big overhang is that they’re waiting for approval on their recent acquisition. Need to sell assets to fund this transaction, plus interest rate sensitivity, has contributed to the pullback. Prefers other names in terms of cash flow growth. (Analysts’ price target is about $28.)

WAIT
WAIT
June 8, 2018

Is this a 5-10 year hold? Used to be called Macdonald Detweiller. She sold it a couple of years ago. In a more positive business now. Satellite business is slowing, caused shares to pull back. Now have started to diversify. Not an income stock, yield just over 2%. Reasonably valued. Wait and see. See how digital imaging business integrates in. Will have to monitor trends, not just buy and hold.

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Is this a 5-10 year hold? Used to be called Macdonald Detweiller. She sold it a couple of years ago. In a more positive business now. Satellite business is slowing, caused shares to pull back. Now have started to diversify. Not an income stock, yield just over 2%. Reasonably valued. Wait and see. See how digital imaging business integrates in. Will have to monitor trends, not just buy and hold.

HOLD
HOLD
June 8, 2018

Management quite good, They develop space for condos and stores. Trades at a premium. Yield is not as high as other REITs, but yield of 4% is actually not bad.

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Management quite good, They develop space for condos and stores. Trades at a premium. Yield is not as high as other REITs, but yield of 4% is actually not bad.