Latest Expert Opinions

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HOLD
HOLD
July 12, 2018

Company that operates in a semi-monopoly business. Not a growth business. They are growing in the high-speed internet side. As long as nothing comes from the technology side to disrupt the whole space, the company is safe for an income portfolio. It will be fine given the 5% plus yield.

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BCE Inc. (BCE-T)
July 12, 2018

Company that operates in a semi-monopoly business. Not a growth business. They are growing in the high-speed internet side. As long as nothing comes from the technology side to disrupt the whole space, the company is safe for an income portfolio. It will be fine given the 5% plus yield.

COMMENT
COMMENT
July 12, 2018

Amazing company to watch to see how it went from selling books to basically everything and eventually run everything given the way it goes. As long as the investors agree with management to look at growth as opposed to short-term earnings and cash flow then they will continue to execute their strategy and disrupt areas. He thinks that a risk is if they fail in one or two areas they enter. That would be the time to take a second look.

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Amazon.com (AMZN-Q)
July 12, 2018

Amazing company to watch to see how it went from selling books to basically everything and eventually run everything given the way it goes. As long as the investors agree with management to look at growth as opposed to short-term earnings and cash flow then they will continue to execute their strategy and disrupt areas. He thinks that a risk is if they fail in one or two areas they enter. That would be the time to take a second look.

PAST TOP PICK
PAST TOP PICK
July 12, 2018

(A Top Pick July 6/17 - Down 2%) Still like it. They have an advantage in having a great 3D design system and an automated order system. Save clients’ money and time. Some concerns with trade wars and NAFTA but they have the flexibility to deal with it. (Analysts’ price target is $7.17)

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(A Top Pick July 6/17 - Down 2%) Still like it. They have an advantage in having a great 3D design system and an automated order system. Save clients’ money and time. Some concerns with trade wars and NAFTA but they have the flexibility to deal with it. (Analysts’ price target is $7.17)

PAST TOP PICK
PAST TOP PICK
July 12, 2018

(A Top Pick July 6/17 - Down 30%.) Has not done as he expected to do. The story is that they built new facilities and expand in new areas. But they ran into some problems. The execution hasn’t been as good as he hoped for. Eventually he thinks it will work out, but it is taking longer than expected. He thinks the yield is safe.

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(A Top Pick July 6/17 - Down 30%.) Has not done as he expected to do. The story is that they built new facilities and expand in new areas. But they ran into some problems. The execution hasn’t been as good as he hoped for. Eventually he thinks it will work out, but it is taking longer than expected. He thinks the yield is safe.

PAST TOP PICK
PAST TOP PICK
July 12, 2018

(A Top Pick July 6/17 - Up 72%.) He still likes it. Oil has come up since last year and also the company has managed the budget wisely. Most business is done in Colombia. A good country to do business for oil. Stable. (Analysts’ price target is $31.95)

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(A Top Pick July 6/17 - Up 72%.) He still likes it. Oil has come up since last year and also the company has managed the budget wisely. Most business is done in Colombia. A good country to do business for oil. Stable. (Analysts’ price target is $31.95)

COMMENT
COMMENT
July 12, 2018

Has had a roller-coaster ride in the last year. It was one of the go-go stocks buying private dealerships, but they hit a downturn and then now new Management took over. He thinks new Management is eventually going to improve execution. There is concern also in terms of peak sales in automobiles. They continue to expand and diversify from Alberta. Depending on your view of auto sales you should look at the stock.

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Has had a roller-coaster ride in the last year. It was one of the go-go stocks buying private dealerships, but they hit a downturn and then now new Management took over. He thinks new Management is eventually going to improve execution. There is concern also in terms of peak sales in automobiles. They continue to expand and diversify from Alberta. Depending on your view of auto sales you should look at the stock.

COMMENT
COMMENT
July 12, 2018

Has been a huge winner in the last couple of years. It has become one of the only players through acquisitions. Some concerns over NAFTA is affecting the stock. They have the structure to adapt. It looks interesting now.

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Has been a huge winner in the last couple of years. It has become one of the only players through acquisitions. Some concerns over NAFTA is affecting the stock. They have the structure to adapt. It looks interesting now.