Latest Expert Opinions

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Opinion
Expert
BUY
BUY
June 14, 2018

He prefers the US banks to Canadian banks. US economy is stronger than Canadian for next couple of years. American banks are still recovering from 2008/09. US banks are much lower yields compared to Canadian banks but likely will increase. More upside in US banks but US banks will likely be more volatile. Long term, should do well and should benefit with steepening yield curve.

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He prefers the US banks to Canadian banks. US economy is stronger than Canadian for next couple of years. American banks are still recovering from 2008/09. US banks are much lower yields compared to Canadian banks but likely will increase. More upside in US banks but US banks will likely be more volatile. Long term, should do well and should benefit with steepening yield curve.

WAIT
WAIT
June 14, 2018

One of the real big 3 or 4 companies in video gaming space. Well run company. It is expensive. There are some potential disruptors. This is a growth sector. Electronic Arts is 1 of the leaders. If own, would hold, but the easy money has been made.

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One of the real big 3 or 4 companies in video gaming space. Well run company. It is expensive. There are some potential disruptors. This is a growth sector. Electronic Arts is 1 of the leaders. If own, would hold, but the easy money has been made.

BUY
BUY
June 14, 2018

Testament of how hard it is to break in with large commercial airlines. They have not been able to build critical mass. Last year they were able to become profitable but last few quarters have been losses. Management is confident they will not have to raise equity. On a demonstrator with FedEx and Boeing. They have not yet achieved that really big order. Not likely to go down from here. Believes there is huge upside. Unique technology. All it will take is 1 or 2 airlines adopting this technology.

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Testament of how hard it is to break in with large commercial airlines. They have not been able to build critical mass. Last year they were able to become profitable but last few quarters have been losses. Management is confident they will not have to raise equity. On a demonstrator with FedEx and Boeing. They have not yet achieved that really big order. Not likely to go down from here. Believes there is huge upside. Unique technology. All it will take is 1 or 2 airlines adopting this technology.

BUY
BUY
June 14, 2018

He doesn’t know how they are going to finance the acquisition. Not likely see a dividend cut. AT&T and Verizon are the 2 wireless leaders in the US. Should be good long term investments but growth has really slowed down in this industry. Prefers Verizon over AT&T. They are good solid steady investments, but are not going to make big capital appreciation.

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A T & T US (T-N)
June 14, 2018

He doesn’t know how they are going to finance the acquisition. Not likely see a dividend cut. AT&T and Verizon are the 2 wireless leaders in the US. Should be good long term investments but growth has really slowed down in this industry. Prefers Verizon over AT&T. They are good solid steady investments, but are not going to make big capital appreciation.

PAST TOP PICK
PAST TOP PICK
June 14, 2018

(A Top Pick Sept 27/17, up 39%). Was a hated stock about 5 years ago. Have moved into the cloud business and adapted to the changes in IT. Are in a very strong position. A lot of people still use their products. A lot of stability. Cloud is a growing business and they are a large cap that is experiencing accelerated growth. Expects 10-20% upside in the next year.

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Microsoft (MSFT-Q)
June 14, 2018

(A Top Pick Sept 27/17, up 39%). Was a hated stock about 5 years ago. Have moved into the cloud business and adapted to the changes in IT. Are in a very strong position. A lot of people still use their products. A lot of stability. Cloud is a growing business and they are a large cap that is experiencing accelerated growth. Expects 10-20% upside in the next year.

PAST TOP PICK
PAST TOP PICK
June 14, 2018

(A Top Pick Sept 27/17, down 27%). Company generates a lot of free cash flow. All through their downturn, still generated free cash flow. Market leader in fleet management, have worked through their earlier problems, insider buyer in stock, and pays a nice dividend. Is cheap at this price. Really likes it.

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(A Top Pick Sept 27/17, down 27%). Company generates a lot of free cash flow. All through their downturn, still generated free cash flow. Market leader in fleet management, have worked through their earlier problems, insider buyer in stock, and pays a nice dividend. Is cheap at this price. Really likes it.

PAST TOP PICK
PAST TOP PICK
June 14, 2018

(A Top Pick Sept 27/17, up 1%). The largest small parcel company in the world. Amazon will not crush them. They have large economies of scale. Amazon needs UPS and FedEx. Is cheap at 14X next year’s earnings and thinks it is going higher.

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(A Top Pick Sept 27/17, up 1%). The largest small parcel company in the world. Amazon will not crush them. They have large economies of scale. Amazon needs UPS and FedEx. Is cheap at 14X next year’s earnings and thinks it is going higher.