Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 26, 2018

What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

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What healthcare stock to buy? In Canada, he likes Chartwell, in the U.S, Merck (MRK-N), and in Europe, Novo Nordisk.

BUY
BUY
June 26, 2018

H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

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H&R REIT vs. Artis REIT as a dividend play: H&R is the only REIT he owns, paying a 6.5% yield. It's diversified and the only REIT trading at a discount to its NAV. It's cheap. Artis has been flat. All REITs have pulled back due to interest rate rises, so this is not the space to be. H&R is cleaning up selling the U.S. It will outperform in the next 12 months. Not much growth here, but a good yield play.

PAST TOP PICK
PAST TOP PICK
June 26, 2018

(Past Top Pick, July 4, 2017, Down 1%) They have a high bid for 21st Century Fox and the rumour is they will get it. The biggest worries are ESPN and cable-cutting. So, the Fox purchase would solve many problems: it would make Disney bigger and ESPN smaller. Disney wants to be streaming content and not broadcasting. If Disney wins the right assets, meaning Fox, this will hit $125 in 2019.

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Walt Disney (DIS-N)
June 26, 2018

(Past Top Pick, July 4, 2017, Down 1%) They have a high bid for 21st Century Fox and the rumour is they will get it. The biggest worries are ESPN and cable-cutting. So, the Fox purchase would solve many problems: it would make Disney bigger and ESPN smaller. Disney wants to be streaming content and not broadcasting. If Disney wins the right assets, meaning Fox, this will hit $125 in 2019.

PAST TOP PICK
PAST TOP PICK
June 26, 2018

(Past Top Pick, July 4, 2017, Down 4%) They have good assets and some growth. They want to raise dividends by 5-7% annually over 5 years, which is why he bought it (and still holds it). He's perturbed about the state of pipelines in Canada though.

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TC Energy (TRP-T)
June 26, 2018

(Past Top Pick, July 4, 2017, Down 4%) They have good assets and some growth. They want to raise dividends by 5-7% annually over 5 years, which is why he bought it (and still holds it). He's perturbed about the state of pipelines in Canada though.

DON'T BUY
DON'T BUY
June 26, 2018

It's a Toronto-based broker. It was very energy-oriented. This is one of the go-to guys for cannabis issues which has helped them (so have blockchain issues). But energy has had a very negative impact on them. GMP's outlook and growth are too uncertain to him. If there's a correction, this will get pulled down.

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It's a Toronto-based broker. It was very energy-oriented. This is one of the go-to guys for cannabis issues which has helped them (so have blockchain issues). But energy has had a very negative impact on them. GMP's outlook and growth are too uncertain to him. If there's a correction, this will get pulled down.

PARTIAL SELL
PARTIAL SELL
June 26, 2018

YTD down 12%. High valuation, though run very well. If this is a major holding, then be ready to sell it when this moves up a bit. This won't perform like it has in the past three years.

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YTD down 12%. High valuation, though run very well. If this is a major holding, then be ready to sell it when this moves up a bit. This won't perform like it has in the past three years.