Latest Expert Opinions

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COMMENT
COMMENT
July 24, 2018

The best large-cap energy company in Canada. However, Iran, Iraq, Russia, Libya and other big oil producers are being constrained to sell oil. Canada, too. We need better politics to make our energy sector more attractive to investors. He fears a revolution in Venezuela in five years where they want to bring Exxon. Other countries, like Iraq, need oil revenues, too. That said, the world is reducing fossil fuel consumption. This is a tough business

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The best large-cap energy company in Canada. However, Iran, Iraq, Russia, Libya and other big oil producers are being constrained to sell oil. Canada, too. We need better politics to make our energy sector more attractive to investors. He fears a revolution in Venezuela in five years where they want to bring Exxon. Other countries, like Iraq, need oil revenues, too. That said, the world is reducing fossil fuel consumption. This is a tough business

DON'T BUY
DON'T BUY
July 24, 2018

It's not the kind of company he invests in. It's a great Canadian resource play and has done well, but the issues are Trump's tariffs on Canadian lumber and disappointing U.S. housing starts.

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It's not the kind of company he invests in. It's a great Canadian resource play and has done well, but the issues are Trump's tariffs on Canadian lumber and disappointing U.S. housing starts.

COMMENT
COMMENT
July 24, 2018

Of the three Canadian auto parts makers, MRE is #3. After some struggle, MRE has been running well the past five years. It lacks the leading edge technology of its peers. All three are being effected by politics (Trump's tariff threats). He owns Linamar instead. MRE is cheap now, but these companies are fighting current headlines. That said, he likes the stock. It has good fundamentals.

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Martinrea (MRE-T)
July 24, 2018

Of the three Canadian auto parts makers, MRE is #3. After some struggle, MRE has been running well the past five years. It lacks the leading edge technology of its peers. All three are being effected by politics (Trump's tariff threats). He owns Linamar instead. MRE is cheap now, but these companies are fighting current headlines. That said, he likes the stock. It has good fundamentals.

COMMENT
COMMENT
July 24, 2018

Blockchain will enter banking and other industries There was a bubble in this sector. Government won't support blockchain because cryptos support underground/illegal economies. He doesn't understand this sector or its long term value.

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Blockchain will enter banking and other industries There was a bubble in this sector. Government won't support blockchain because cryptos support underground/illegal economies. He doesn't understand this sector or its long term value.

HOLD
HOLD
July 24, 2018

They make choips for data communications, for example used in cars to talk to each other. It's a competitive business. You can hold it here, but the stock needs new excitement over the chips to get the stock going. A wait and see story.

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They make choips for data communications, for example used in cars to talk to each other. It's a competitive business. You can hold it here, but the stock needs new excitement over the chips to get the stock going. A wait and see story.

BUY
BUY
July 24, 2018

He expects Facebook will report a positive surprise. The stock has done very well since the spring. You could take some profits. Advertising is moving from TV to social media. Google just reported surprise earnings, and he expects the same for FB.

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Facebook (FB-Q)
July 24, 2018

He expects Facebook will report a positive surprise. The stock has done very well since the spring. You could take some profits. Advertising is moving from TV to social media. Google just reported surprise earnings, and he expects the same for FB.

DON'T BUY
DON'T BUY
July 24, 2018

It's an industry that must transition rapidly. The infrastructure build for 5G is huge, demanding a lot of capital, but 5G will move a lot more data. U.S. telecoms just reported well, but there's pressure on the Canadian ones. Consumers want more for less me, and the capex to achieve 5G is huge.

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It's an industry that must transition rapidly. The infrastructure build for 5G is huge, demanding a lot of capital, but 5G will move a lot more data. U.S. telecoms just reported well, but there's pressure on the Canadian ones. Consumers want more for less me, and the capex to achieve 5G is huge.