Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 25, 2018

This company always seems cheap, but he is concerned of where we are in the cycle of the auto business. Most of the world’s growth is in China and they don’t have a good foothold there.

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Ford Motor (F-N)
July 25, 2018

This company always seems cheap, but he is concerned of where we are in the cycle of the auto business. Most of the world’s growth is in China and they don’t have a good foothold there.

HOLD
HOLD
July 25, 2018

They started by consolidating the lunch meat business and expanded into the US. They have done well to rebalance the leverage. They have developed new channels like providing sandwiches to Starbucks. He would like to see the debt levels further reduced before jumping in.

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They started by consolidating the lunch meat business and expanded into the US. They have done well to rebalance the leverage. They have developed new channels like providing sandwiches to Starbucks. He would like to see the debt levels further reduced before jumping in.

HOLD
HOLD
July 25, 2018

After buying assets from Sempra in the US, they have been selling assets to reduce pressure on the balance sheet. The advancement of the Line 3 project is positive. He would continue to hold it and sees it as a symbol of the revival in North American energy. He thinks the dividend is safe, although the growth is slowing.

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Enbridge (ENB-T)
July 25, 2018

After buying assets from Sempra in the US, they have been selling assets to reduce pressure on the balance sheet. The advancement of the Line 3 project is positive. He would continue to hold it and sees it as a symbol of the revival in North American energy. He thinks the dividend is safe, although the growth is slowing.

COMMENT
COMMENT
July 25, 2018

He would prefer to see an investor buy into a diversified portfolio for precious metals. Gold is heading into a cycle bull period and he would suggest the XGD-T ETF.

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Barrick Gold (ABX-T)
July 25, 2018

He would prefer to see an investor buy into a diversified portfolio for precious metals. Gold is heading into a cycle bull period and he would suggest the XGD-T ETF.

HOLD
HOLD
July 25, 2018

This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

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This REIT has been around a long time and holds a cluster of assets in Toronto, Vancouver and the US. Generally, it is well run and you could continue to hold it for the long term. He would prefer SRU.UN-T.

HOLD
HOLD
July 25, 2018

The second largest bank in Canada, who made large investments in the US. They are now the 9th largest bank in the US. They are a quality name and would continue to hold it. Yield 3.5%.

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The second largest bank in Canada, who made large investments in the US. They are now the 9th largest bank in the US. They are a quality name and would continue to hold it. Yield 3.5%.

HOLD
HOLD
July 25, 2018

They have been adding to their holdings of this bank. During a recession you would expect loan losses to impact all banks, but BNS-T has been diversifying into South American assets of high quality.

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They have been adding to their holdings of this bank. During a recession you would expect loan losses to impact all banks, but BNS-T has been diversifying into South American assets of high quality.