Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 22, 2018

They missed the mark on Q1 on weaker auto and weather. They are modeling growing earnings at 20%. Trading at 11.9 times 2019. Fragmented space. (Analysts’ price target is $107.61)

They missed the mark on Q1 on weaker auto and weather. They are modeling growing earnings at 20%. Trading at 11.9 times 2019. Fragmented space. (Analysts’ price target is $107.61)

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$95.390
Owned
Yes
TOP PICK
TOP PICK
June 22, 2018

They had a price collapse. There is a vacuum. The backlog is the biggest its ever been at 4.6 billion. Visibility is improving. Growth is kicking in. Trading at a reasonable 12.2 times 2019 earnings. Benefiting from the nuclear refurbishment contracts. (Analysts’ price target is $18.80)

They had a price collapse. There is a vacuum. The backlog is the biggest its ever been at 4.6 billion. Visibility is improving. Growth is kicking in. Trading at a reasonable 12.2 times 2019 earnings. Benefiting from the nuclear refurbishment contracts. (Analysts’ price target is $18.80)

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$15.710
Owned
Yes
BUY
BUY
June 22, 2018

The stock is presenting a fair valuation at these levels. It is a very good company with multiple brands. They have expanded into Europe, where in Norway they are involved in electric vehicle charging. From a technical perspective, the monthly chart is at long term support (200 month moving average). He is not a Canadian consumer staples player, but views this as a good buy for investors with a 2-3 year time horizon.

The stock is presenting a fair valuation at these levels. It is a very good company with multiple brands. They have expanded into Europe, where in Norway they are involved in electric vehicle charging. From a technical perspective, the monthly chart is at long term support (200 month moving average). He is not a Canadian consumer staples player, but views this as a good buy for investors with a 2-3 year time horizon.

Wolfgang Klein
Senior investment advisor, Canaccord Genuity Wealth Management
Price
$58.240
Owned
No
STRONG BUY
STRONG BUY
June 22, 2018

This water treatment company has had a good correction and now looks like a good buy. This is a quality stock and he has been waiting to buy it – he just wants to understand why there has been a pullback. A quality company and a great long term hold. It is an international play and many silos of business. The 200 month moving average is around $50 and should act as good support.

Xylem Inc. (XYL-N)
June 22, 2018

This water treatment company has had a good correction and now looks like a good buy. This is a quality stock and he has been waiting to buy it – he just wants to understand why there has been a pullback. A quality company and a great long term hold. It is an international play and many silos of business. The 200 month moving average is around $50 and should act as good support.

Wolfgang Klein
Senior investment advisor, Canaccord Genuity Wealth Management
Price
$66.450
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 22, 2018

A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.

A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.

Wolfgang Klein
Senior investment advisor, Canaccord Genuity Wealth Management
Price
$135.010
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 22, 2018

Would selling be a good idea? He views this as a disciplined way to buy into a stock. This is a quality business, but it comes at a high valuation right now. He is already long his full allotment. Over the next 3-4 years, this stock will continue to strengthen.

Would selling be a good idea? He views this as a disciplined way to buy into a stock. This is a quality business, but it comes at a high valuation right now. He is already long his full allotment. Over the next 3-4 years, this stock will continue to strengthen.

Wolfgang Klein
Senior investment advisor, Canaccord Genuity Wealth Management
Price
$243.630
Owned
Yes
DON'T BUY
DON'T BUY
June 22, 2018

He thinks there are much better choices than this. It is an encryption software company that has done a good job to extend its product life. He would rather own Apple, Adobe or others.

BlackBerry (BB-T)
June 22, 2018

He thinks there are much better choices than this. It is an encryption software company that has done a good job to extend its product life. He would rather own Apple, Adobe or others.

Wolfgang Klein
Senior investment advisor, Canaccord Genuity Wealth Management
Price
$14.160
Owned
No