Latest Expert Opinions

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

He thinks they have Syncrude operational issues and thinks it will continue to become more unreliable – especially now that Suncor is operating it. The refining exposure is good to battle with heavy oil differentials. He prefers CNQ-T based on free cash flow and dividend growth.

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He thinks they have Syncrude operational issues and thinks it will continue to become more unreliable – especially now that Suncor is operating it. The refining exposure is good to battle with heavy oil differentials. He prefers CNQ-T based on free cash flow and dividend growth.

COMMENT
COMMENT
July 3, 2018

He prefers to own CU-T with the higher yield. He continues to hope this space will get more discounted before stepping in for his clients.

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Atco Ltd (ACO.X-T)
July 3, 2018

He prefers to own CU-T with the higher yield. He continues to hope this space will get more discounted before stepping in for his clients.

BUY WEAKNESS
BUY WEAKNESS
July 3, 2018

This company had a big acquisition in the US and has a major project along the eastern seaboard into the US. The market is starting to question their dividend growth guidance. Overall, he looks to add to his holdings in the utility space ahead of the next recession in the next 2-3 years. You might see them get a little cheaper first, especially if it trades below $40 again.

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Emera Inc (EMA-T)
July 3, 2018

This company had a big acquisition in the US and has a major project along the eastern seaboard into the US. The market is starting to question their dividend growth guidance. Overall, he looks to add to his holdings in the utility space ahead of the next recession in the next 2-3 years. You might see them get a little cheaper first, especially if it trades below $40 again.

TOP PICK
TOP PICK
July 3, 2018

This is a good long term high quality company at these price levels and likes the dividend growth record. The new management team is solid. He likes their core wealth management business. Trading at less than 10 times 2019 earnings, this is a good buy. Yield 3.7%. (Analysts’ price target is $29.65)

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This is a good long term high quality company at these price levels and likes the dividend growth record. The new management team is solid. He likes their core wealth management business. Trading at less than 10 times 2019 earnings, this is a good buy. Yield 3.7%. (Analysts’ price target is $29.65)

TOP PICK
TOP PICK
July 3, 2018

Over 60% of their revenues are oil based and represents over 75% of their revenues. There is upside if there is a positive FID for the BC LNG project by Shell. He thinks it has one of the best management teams. Yield 4.5%. (Analysts’ price target is $17.86)

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Over 60% of their revenues are oil based and represents over 75% of their revenues. There is upside if there is a positive FID for the BC LNG project by Shell. He thinks it has one of the best management teams. Yield 4.5%. (Analysts’ price target is $17.86)

TOP PICK
TOP PICK
July 3, 2018

It trades at a discount to the major banks, has a better yield and has done some smart wealth management acquisitions. Yield 4.4%. (Analysts’ price target is $86.40)

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It trades at a discount to the major banks, has a better yield and has done some smart wealth management acquisitions. Yield 4.4%. (Analysts’ price target is $86.40)

PAST TOP PICK
PAST TOP PICK
July 3, 2018

(A Top Pick June 27/17 Up 20%) They did not overpay for the acquisition of Spartan and oil prices have increased substantially. This is a core position in their portfolio. The yield is very attractive. He continues to recommend it. Yield 5%

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(A Top Pick June 27/17 Up 20%) They did not overpay for the acquisition of Spartan and oil prices have increased substantially. This is a core position in their portfolio. The yield is very attractive. He continues to recommend it. Yield 5%