Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 29, 2018

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

Amazon.com (AMZN-Q)
June 29, 2018

In the short term, their earnings will be the biggest factor to watch. He would consider getting into it before the earnings report. Longer term, it is a great holding as it is a real “interrupting” company.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$1699.800
Owned
No
HOLD
HOLD
June 29, 2018

This company is competing against the likes of Amazon and is losing the battle. The growth in incremental sales will likely go to Amazon, especially in online sales.

Walmart Inc (WMT-N)
June 29, 2018

This company is competing against the likes of Amazon and is losing the battle. The growth in incremental sales will likely go to Amazon, especially in online sales.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$85.650
Owned
No
WATCH
WATCH
June 29, 2018

Amazon is trying to work their way into the health industry and this is directly impacting this company. We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds. Overall, a good business, but he would wait to see what happens.

Amazon is trying to work their way into the health industry and this is directly impacting this company. We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds. Overall, a good business, but he would wait to see what happens.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$64.350
Owned
No
DON'T BUY
DON'T BUY
June 29, 2018

They used to own a lot of this stock, but when interest rates began to rise it raised the risk-free rate and made running the business more difficult so they sold out. The company already has a moderate level of debt and the WGL acquisition will add to their leveraged position. They will manage the new asset well, but he thinks the risk of rising interest rates will add headwinds.

Altagas Ltd (ALA-T)
June 29, 2018

They used to own a lot of this stock, but when interest rates began to rise it raised the risk-free rate and made running the business more difficult so they sold out. The company already has a moderate level of debt and the WGL acquisition will add to their leveraged position. They will manage the new asset well, but he thinks the risk of rising interest rates will add headwinds.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$27.150
Owned
No
HOLD
HOLD
June 29, 2018

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced. He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T). (Analysts’ price target is $57.67)

He views this as the largest energy company in Canada and suggests it will react to positive cash flows faster than any other energy stock and sees the balance sheet as well balanced. He likes holding it, but he has gone lower down to the smaller cap energy stocks to get a better yield, such as Vermilion (VET-T). (Analysts’ price target is $57.67)

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$53.500
Owned
No
TOP PICK
TOP PICK
June 29, 2018

You don’t look at this as a short term holding. It is the main bank of Germany and it is too big to fail. Everything that could go wrong has – interest rates have gone up, quantitative easing has weakened and now the US regulatory agencies have accused them of being under funded. However, the value has fallen so far it is too good to pass up for a long term holding. Yield 1.2%. (Analysts’ price target is $12.34)

You don’t look at this as a short term holding. It is the main bank of Germany and it is too big to fail. Everything that could go wrong has – interest rates have gone up, quantitative easing has weakened and now the US regulatory agencies have accused them of being under funded. However, the value has fallen so far it is too good to pass up for a long term holding. Yield 1.2%. (Analysts’ price target is $12.34)

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$10.620
Owned
Yes
TOP PICK
TOP PICK
June 29, 2018

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook. This is a service company that will not be impacted by tariff wars. Yield 0.2%. (Analysts’ price target is $520.92 HKD)

Everything is going right for this company – it owns much of the platform for digital sales in Asia, whereas in North America it is fragmented between Amazon, Google and Facebook. This is a service company that will not be impacted by tariff wars. Yield 0.2%. (Analysts’ price target is $520.92 HKD)

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.000
Owned
Yes