Latest Expert Opinions

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Opinion
Expert
BUY
BUY
July 18, 2018

Will Ottawa fulfill promises of infrastructure spending? These stocks should be traded (not held). Remember these stocks are international, with building activities outside Canada. This sector will go, along with a lift in the market that he predicts.

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Will Ottawa fulfill promises of infrastructure spending? These stocks should be traded (not held). Remember these stocks are international, with building activities outside Canada. This sector will go, along with a lift in the market that he predicts.

COMMENT
COMMENT
July 18, 2018

It has the largest mortgage portfolio in Canada, and 20% of Canadians are stressed about their mortgages. This probably is pressuring this stock, but he sees nothing wrong with CIBC. When the market rises, so will the banks.

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It has the largest mortgage portfolio in Canada, and 20% of Canadians are stressed about their mortgages. This probably is pressuring this stock, but he sees nothing wrong with CIBC. When the market rises, so will the banks.

STRONG BUY
STRONG BUY
July 18, 2018

One of his biggest positions and a past pick. It's in the tech sector that grows at least 30% a year. They're not in the U.S. that much, but big across southeast Asia and even in Russia. This has lots of legs and opportunity.

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One of his biggest positions and a past pick. It's in the tech sector that grows at least 30% a year. They're not in the U.S. that much, but big across southeast Asia and even in Russia. This has lots of legs and opportunity.

PAST TOP PICK
PAST TOP PICK
July 18, 2018

(Past Top Pick, August 24, 2017, Down 25%) He's stayed in this and even added more. He misjudged the turn in European banking, then DB bank fired its CEO. It will do well when the European banks do well, which happens when interest rates will stop being negative, normalize and break-out. Stay the course.

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(Past Top Pick, August 24, 2017, Down 25%) He's stayed in this and even added more. He misjudged the turn in European banking, then DB bank fired its CEO. It will do well when the European banks do well, which happens when interest rates will stop being negative, normalize and break-out. Stay the course.

PAST TOP PICK
PAST TOP PICK
July 18, 2018

(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.

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Home Depot (HD-N)
July 18, 2018

(Past Top Pick, August 24, 2017, Up 39%) A demographic play even though U.S. starts are slower than expected. But they should pick up. He expects Millennials to use Home Depot in the coming decade as they buy homes.

COMMENT
COMMENT
July 18, 2018

He owns it personally. The WGL acqusition has been approved. High yield of 10%, but it carries a lot of debt on the acqusition side, so he didn't buy it for his client portfolios. This will probably move up from the current $28.

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Altagas Ltd (ALA-T)
July 18, 2018

He owns it personally. The WGL acqusition has been approved. High yield of 10%, but it carries a lot of debt on the acqusition side, so he didn't buy it for his client portfolios. This will probably move up from the current $28.

BUY
BUY
July 18, 2018

BAC vs Citibank: He feels BAC will go much higher. He likes it for its Merill Lynch investment banking and portfolio management side. There's nothing wrong with Citibank and it too will do better. He would add to his BAC position. He think U.S. banks in general will have another run.

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BAC vs Citibank: He feels BAC will go much higher. He likes it for its Merill Lynch investment banking and portfolio management side. There's nothing wrong with Citibank and it too will do better. He would add to his BAC position. He think U.S. banks in general will have another run.