Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 4, 2018

He has owned this twice and they have traded it poorly both times, he says. It is a great resource company when the underlying commodity prices are doing well. Unfortunately copper is now at a 9 month low and coal could be being impacted by the trade concerns. Zinc is at a 52 week low, too. (Analysts’ price target is $32)

He has owned this twice and they have traded it poorly both times, he says. It is a great resource company when the underlying commodity prices are doing well. Unfortunately copper is now at a 9 month low and coal could be being impacted by the trade concerns. Zinc is at a 52 week low, too. (Analysts’ price target is $32)

Norman Levine
Managing Director, Portfolio Management Corp
Price
$32.500
Owned
No
DON'T BUY
DON'T BUY
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks.  He thinks its peak may have come and it is dangerously over-valued.  He would avoid it here.  

Nvidia Corp(NVDA-Q)
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks.  He thinks its peak may have come and it is dangerously over-valued.  He would avoid it here.  

Norman Levine
Managing Director, Portfolio Management Corp
Price
$236.840
Owned
No
HOLD
HOLD
July 4, 2018

He has been underweight Canadian banks in favour of the US counterparts.  TD has many assets in the US, but he has not been convinced this is the best way to access the US marketplace.   If you want to own a Canadian company dealing in the US, this is a good bet.     

He has been underweight Canadian banks in favour of the US counterparts.  TD has many assets in the US, but he has not been convinced this is the best way to access the US marketplace.   If you want to own a Canadian company dealing in the US, this is a good bet.     

Norman Levine
Managing Director, Portfolio Management Corp
Price
$76.220
Owned
No
DON'T BUY
DON'T BUY
July 4, 2018

He likes how the company has been expanding their wireless business.  Their controlling interest in Corus Entertainment is creating major headwinds – who would look to buy it?  In the long term, it will be a decent investment, but he sees better alternatives.  

He likes how the company has been expanding their wireless business.  Their controlling interest in Corus Entertainment is creating major headwinds – who would look to buy it?  In the long term, it will be a decent investment, but he sees better alternatives.  

Norman Levine
Managing Director, Portfolio Management Corp
Price
$26.610
Owned
No
HOLD
HOLD
July 4, 2018

As long as the oil prices does well, so will this.  He holds Suncor (SU-T), instead.  They have some refining exposure, which has been great for the bottom line.  He owns the preferred shares for clients, buying them during the last oil crisis.  Be careful, however, holding commodity based preferred shares – things can go wrong when the commodity price tanks.  

Husky Energy(HSE-T)
July 4, 2018

As long as the oil prices does well, so will this.  He holds Suncor (SU-T), instead.  They have some refining exposure, which has been great for the bottom line.  He owns the preferred shares for clients, buying them during the last oil crisis.  Be careful, however, holding commodity based preferred shares – things can go wrong when the commodity price tanks.  

Norman Levine
Managing Director, Portfolio Management Corp
Price
$19.850
Owned
No
DON'T BUY
DON'T BUY
July 4, 2018

A regional airline which is 100% dependent on Air Canada (AC-T) for its business.  He is a long term investor, but does not like airlines for this type of investment.  With oil prices and wages going up, he really would stay away. 

A regional airline which is 100% dependent on Air Canada (AC-T) for its business.  He is a long term investor, but does not like airlines for this type of investment.  With oil prices and wages going up, he really would stay away. 

Norman Levine
Managing Director, Portfolio Management Corp
Price
$7.140
Owned
No
DON'T BUY
DON'T BUY
July 4, 2018

He owns two engineering companies – SNC Lavalin (SNC-T) and Stantec (STN-T).  He keeps waiting for the actual infrastructure spending incentives from the Federal government to ignite these holdings.  Aecon’s senior management does not impress him.  He would prefer to hold the other alternatives.  

He owns two engineering companies – SNC Lavalin (SNC-T) and Stantec (STN-T).  He keeps waiting for the actual infrastructure spending incentives from the Federal government to ignite these holdings.  Aecon’s senior management does not impress him.  He would prefer to hold the other alternatives.  

Norman Levine
Managing Director, Portfolio Management Corp
Price
$15.520
Owned
No