Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
July 18, 2018

The sector has been consolidating, but the basic materials should participate in the next move higher. They have a great collection of assets to participate in the next move up. He would first like to see a move higher before jumping in, particularly in the base metal prices.

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The sector has been consolidating, but the basic materials should participate in the next move higher. They have a great collection of assets to participate in the next move up. He would first like to see a move higher before jumping in, particularly in the base metal prices.

DON'T BUY
DON'T BUY
July 18, 2018

The biotech sector is performing well. He would prefer to own the XBI-N ETF to get a basket and diversify risk.

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Celgene Corp (CELG-Q)
July 18, 2018

The biotech sector is performing well. He would prefer to own the XBI-N ETF to get a basket and diversify risk.

DON'T BUY
DON'T BUY
July 18, 2018

This group has had a great run, but there is a lot of optimism priced into the space. What is coming next is the heavy lifting, having to show the money, so to speak. He is actually short the ETF HMMJ-T now. He is worried there was now follow through on stock prices, when the news of legalization was released.

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This group has had a great run, but there is a lot of optimism priced into the space. What is coming next is the heavy lifting, having to show the money, so to speak. He is actually short the ETF HMMJ-T now. He is worried there was now follow through on stock prices, when the news of legalization was released.

HOLD
HOLD
July 18, 2018

The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.

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The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.

BUY
BUY
July 18, 2018

The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.

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The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.

SELL
SELL
July 18, 2018

Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.

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Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.

TOP PICK
TOP PICK
July 18, 2018

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)

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Shopify Inc. (SHOP-T)
July 18, 2018

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)