Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 4, 2018

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$23.690
Owned
Yes
COMMENT
COMMENT
July 4, 2018

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

Manulife (MFC-T) versus Sunlife (SLF-T). He owned Manulife going into the financial crisis, but became concerned about management and sold out of their holdings. When Sunlife began to fall in sympathy they bought them – focusing on the preferred shares in particular. Manulife still has some questionable assets in the US and may not know how to offload them.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$52.840
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2018

Rio Tinto (RIO-N) versus BHP (BBL-N). These are the two biggest global mining companies in the world. You want to own these when the underlying commodity prices do well. In the near term their underlying commodity prices are struggling, so he would not own either one.

Rio Tinto (RIO-N)
July 4, 2018

Rio Tinto (RIO-N) versus BHP (BBL-N). These are the two biggest global mining companies in the world. You want to own these when the underlying commodity prices do well. In the near term their underlying commodity prices are struggling, so he would not own either one.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.800
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2018

Rio Tinto (RIO-N) versus BHP (BBL-N). These are the two biggest global mining companies in the world. You want to own these when the underlying commodity prices do well. In the near term their underlying commodity prices are struggling, so he would not own either one.

BHP (BBL-N)
July 4, 2018

Rio Tinto (RIO-N) versus BHP (BBL-N). These are the two biggest global mining companies in the world. You want to own these when the underlying commodity prices do well. In the near term their underlying commodity prices are struggling, so he would not own either one.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.880
Owned
Unknown
BUY
BUY
July 4, 2018

Formerly, Cara Operations. It has been a turnaround stock that faced headwinds with falling oil prices in Alberta. They have improved with a good acquisition in Quebec and recently purchased Hy’s Steak Houses across Canada. Same restaurant sales have been growing and they have invested in the ambience of the locations and he thinks that will attract patrons.

Formerly, Cara Operations. It has been a turnaround stock that faced headwinds with falling oil prices in Alberta. They have improved with a good acquisition in Quebec and recently purchased Hy’s Steak Houses across Canada. Same restaurant sales have been growing and they have invested in the ambience of the locations and he thinks that will attract patrons.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$27.020
Owned
No
HOLD
HOLD
July 4, 2018

This has been an amazing stock. Demographics are very attractive allowing for good gains. However, as prices have moved up, their sales are being effected. He would watch future sales and margins for signals of stagnation. A great company with great management. He would continue to hold for now.

This has been an amazing stock. Demographics are very attractive allowing for good gains. However, as prices have moved up, their sales are being effected. He would watch future sales and margins for signals of stagnation. A great company with great management. He would continue to hold for now.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$50.470
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2018

He owned Power Financial years ago and was a great holding up to the financial crisis. Since then it has gone sideways. He keeps waiting for a catalyst to jump start it. They own Great West Life and Investors Group, but within the life insurance group they bought a US insurance company that has not been successful. He would prefer Sunlife (SLF-T).

He owned Power Financial years ago and was a great holding up to the financial crisis. Since then it has gone sideways. He keeps waiting for a catalyst to jump start it. They own Great West Life and Investors Group, but within the life insurance group they bought a US insurance company that has not been successful. He would prefer Sunlife (SLF-T).

Norman Levine
Managing Director, Portfolio Management Corp
Price
$30.600
Owned
No