Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 17, 2018

He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

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He calls this an interest-sensitive stock. The dividend of $1.68 is not covered by earnings. Earnings estimates for this year and next are $1.46 and $1.41. Interest-sensitives have had a bounce recently, perhaps because people sense a slowdown coming. He is bearish on the group. He would buy this stock at about $19.60.

DON'T BUY
DON'T BUY
July 17, 2018

Under his model, this stock is overpriced by 15%. Also it is paying out over $2 in dividends but is expected to earn only about $1 this year and $1.35 next year. This is similar to Crescent Point. The stock is getting a bump from oil prices but he would not buy it until it comes down to $21.

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Altagas Ltd (ALA-T)
July 17, 2018

Under his model, this stock is overpriced by 15%. Also it is paying out over $2 in dividends but is expected to earn only about $1 this year and $1.35 next year. This is similar to Crescent Point. The stock is getting a bump from oil prices but he would not buy it until it comes down to $21.

DON'T BUY
DON'T BUY
July 17, 2018

His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

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His model price is $13.66, so he seeks the stock as almost 6% overvalued. They pay out as much as analysts expect them to earn. There is better value in American stocks.

WAIT
WAIT
July 17, 2018

This is another interest-sensitive stock that is at risk from rising interest rates. It is overvalued by 10% compared to his model. The company is doing a whole lot of financial engineering. He would like to see the balance sheet after all the shenanigans are finished. He think that ultimately the stock will go to about $35.

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Enbridge (ENB-T)
July 17, 2018

This is another interest-sensitive stock that is at risk from rising interest rates. It is overvalued by 10% compared to his model. The company is doing a whole lot of financial engineering. He would like to see the balance sheet after all the shenanigans are finished. He think that ultimately the stock will go to about $35.

HOLD
HOLD
July 17, 2018

The stock has a 61% upside before reaching the model price. It is acquiring another company which creates some volatility. If it breaks below $7, he thinks the stock will go lower and he would set a stop loss for $7.

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The stock has a 61% upside before reaching the model price. It is acquiring another company which creates some volatility. If it breaks below $7, he thinks the stock will go lower and he would set a stop loss for $7.

DON'T BUY
DON'T BUY
July 17, 2018

This stock is way too expensive. It has a negative book value, which pulls the stock out of his Model Pricing approach.

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This stock is way too expensive. It has a negative book value, which pulls the stock out of his Model Pricing approach.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(A Top Pick July 11, 2017. Up 33%). He continues to love Apple. He sees a 17.5% upside.

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Apple (AAPL-Q)
July 17, 2018

(A Top Pick July 11, 2017. Up 33%). He continues to love Apple. He sees a 17.5% upside.