Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 3, 2018

When the dividend was cut, it was expected by the market. From here, one needs to consider the cash position of the company and advertising revenues. The company is not going away, but he sees better opportunities elsewhere. It might be a takeover target, but he does not who would step up. No buys on the street consensus. Yield 3%.

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When the dividend was cut, it was expected by the market. From here, one needs to consider the cash position of the company and advertising revenues. The company is not going away, but he sees better opportunities elsewhere. It might be a takeover target, but he does not who would step up. No buys on the street consensus. Yield 3%.

HOLD
HOLD
July 3, 2018

He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.

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He does not see the tariff war directly impacting the rail companies. CN (CNR-T) is a little more exposed to cross-border trade, however. CN is a core holding in his portfolio. He does not hold CP. He would not add to his position, rather would continue to hold.

DON'T BUY
DON'T BUY
July 3, 2018

He has been too bearish on this company in the past. Now, however, with the yield below 1% and greater competition in the space, he would prefer to take profits or look elsewhere.

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He has been too bearish on this company in the past. Now, however, with the yield below 1% and greater competition in the space, he would prefer to take profits or look elsewhere.

HOLD
HOLD
July 3, 2018

The parent is offering to buy the Fund at a 10% premium. He would continue to hold this. The share conversion is unclear to him, but he would continue to stay with this company.

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The parent is offering to buy the Fund at a 10% premium. He would continue to hold this. The share conversion is unclear to him, but he would continue to stay with this company.

BUY WEAKNESS
BUY WEAKNESS
July 3, 2018

For the long term, this company will do well. It has increased its dividend for decades. He does not believe long term interest rates will rise much above 3%, so feels the recent headwinds are almost all played out. He anticipates this will be a good holding when a recession returns and interest rates are once again dropped to stimulate the economy. He would like to buy them at a slightly lower price.

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Fortis Inc. (FTS-T)
July 3, 2018

For the long term, this company will do well. It has increased its dividend for decades. He does not believe long term interest rates will rise much above 3%, so feels the recent headwinds are almost all played out. He anticipates this will be a good holding when a recession returns and interest rates are once again dropped to stimulate the economy. He would like to buy them at a slightly lower price.

DON'T BUY
DON'T BUY
July 3, 2018

It is not one of his favorites in the space – he holds Northland Power. Rising interest rates has provided some headwinds for this space in general. Their assets are primarily in Australia and 54% of their assets are in wind generation.

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It is not one of his favorites in the space – he holds Northland Power. Rising interest rates has provided some headwinds for this space in general. Their assets are primarily in Australia and 54% of their assets are in wind generation.

DON'T BUY
DON'T BUY
July 3, 2018

There is a lot of debate about the REIT sector. He is not at the point where he thinks it is time to step in. There is a lot of competition in the holding of retail assets and with the potential of retail shop closures. He owns WPT-T instead, which is more warehouse related.

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There is a lot of debate about the REIT sector. He is not at the point where he thinks it is time to step in. There is a lot of competition in the holding of retail assets and with the potential of retail shop closures. He owns WPT-T instead, which is more warehouse related.