Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 26, 2018

(A Top Pick July 28/17 - Up 36%.) Last quarter margins were up. They are still modeling 36% earnings growth. The name is getting a little pricey. He has lightened up a little bit. There are enough contracts around. There are enough governments that are spending.

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(A Top Pick July 28/17 - Up 36%.) Last quarter margins were up. They are still modeling 36% earnings growth. The name is getting a little pricey. He has lightened up a little bit. There are enough contracts around. There are enough governments that are spending.

PAST TOP PICK
PAST TOP PICK
July 26, 2018

(A Top Pick July 28/17 - Up 2%.) Still likes it. Balance sheet has strong firepower. Modeling 25% earnings growth. Going higher from here.

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Nutrien Ltd. (NTR-T)
July 26, 2018

(A Top Pick July 28/17 - Up 2%.) Still likes it. Balance sheet has strong firepower. Modeling 25% earnings growth. Going higher from here.

HOLD
HOLD
July 26, 2018

It was a right place to be at a time. Reasonable payout ratio and an 8% dividend yield. He would wait it out. If he bought it are 30 he would hold it at 26.

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Altagas Ltd (ALA-T)
July 26, 2018

It was a right place to be at a time. Reasonable payout ratio and an 8% dividend yield. He would wait it out. If he bought it are 30 he would hold it at 26.

BUY WEAKNESS
BUY WEAKNESS
July 26, 2018

It was a top pick in its 20’s. It got to a level that he thought it was silly. Now the valuation is right. It came off with the latest data on housing.

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Norbord Inc (OSB-T)
July 26, 2018

It was a top pick in its 20’s. It got to a level that he thought it was silly. Now the valuation is right. It came off with the latest data on housing.

COMMENT
COMMENT
July 26, 2018

They take a basket and they make a common shareholder that they give double dividend by leveraging and a preferred shareholder that they pay 5-5.5%. Sounds great but the basket of stocks has to go up significantly in a rapid way if not you lose money. This is the opposite to buy and hold.

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They take a basket and they make a common shareholder that they give double dividend by leveraging and a preferred shareholder that they pay 5-5.5%. Sounds great but the basket of stocks has to go up significantly in a rapid way if not you lose money. This is the opposite to buy and hold.

BUY
BUY
July 26, 2018

Their productions beat but their sales didn’t, and the market got disappointed. If you believe in gold this is a good name to own. He likes the efficiencies they gained. (Analysts’ price target is $22.00)

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Goldcorp Inc (G-T)
July 26, 2018

Their productions beat but their sales didn’t, and the market got disappointed. If you believe in gold this is a good name to own. He likes the efficiencies they gained. (Analysts’ price target is $22.00)

DON'T BUY
DON'T BUY
July 26, 2018

Is it a good long-term hold? The payout ratio is 85% and creeping up which it is not that great for dividend growth. He doesn’t see a lot of growth in this name in terms of earnings. Maybe a little on cash flows. Valuation is reasonable. It wouldn’t be the preferred name in the space.

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BCE Inc. (BCE-T)
July 26, 2018

Is it a good long-term hold? The payout ratio is 85% and creeping up which it is not that great for dividend growth. He doesn’t see a lot of growth in this name in terms of earnings. Maybe a little on cash flows. Valuation is reasonable. It wouldn’t be the preferred name in the space.