Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 30, 2018

A floating rate note is an instrument issued by a corporation where the coupon adjusts each quarter. It is not a money market replacement because there is some credit risk, although not high. It is money market-like because it is linked to short term interest rates. He has shifted a lot of money into floating rate notes because he thinks interest rates will go higher. He has no trouble putting money in. FLOT-N is one he uses in the US.

Show full opinionHide full opinion

A floating rate note is an instrument issued by a corporation where the coupon adjusts each quarter. It is not a money market replacement because there is some credit risk, although not high. It is money market-like because it is linked to short term interest rates. He has shifted a lot of money into floating rate notes because he thinks interest rates will go higher. He has no trouble putting money in. FLOT-N is one he uses in the US.

BUY
BUY
July 30, 2018

This is the best quality of dividend payers, pan-Europe. They are diversified around Europe. He likes the exposure and is probably the single largest holder. It yields a little more than 6% with the covered call overlay and it has a currency hedge also.

Show full opinionHide full opinion

This is the best quality of dividend payers, pan-Europe. They are diversified around Europe. He likes the exposure and is probably the single largest holder. It yields a little more than 6% with the covered call overlay and it has a currency hedge also.

DON'T BUY
DON'T BUY
July 30, 2018

It hasn't recovered since oil prices came under pressure several years ago. We need pipeline capacity to sell across Canada and to Asia. They are taking down the leverage on their balance sheet, but he does not see a lot of upside. The issue is the energy sector in Canada.

Show full opinionHide full opinion

It hasn't recovered since oil prices came under pressure several years ago. We need pipeline capacity to sell across Canada and to Asia. They are taking down the leverage on their balance sheet, but he does not see a lot of upside. The issue is the energy sector in Canada.

DON'T BUY
DON'T BUY
July 30, 2018

It is challenged like CPG-T in that there is excess capacity and not enough sales. He can't comment on the merger as he is not an M&A expert.

Show full opinionHide full opinion

It is challenged like CPG-T in that there is excess capacity and not enough sales. He can't comment on the merger as he is not an M&A expert.

WATCH
WATCH
July 30, 2018

He has been underweight on China for the last year or so. It has underperformed dramatically over the last 6 months. It is starting to get more interesting to him now. He gets it through a US EFF. China is going to have a challenge holding a 7% growth rate. It should slow to 4-5% over the next couple of years. He thinks ZCH-T will fall another 10%.

Show full opinionHide full opinion

He has been underweight on China for the last year or so. It has underperformed dramatically over the last 6 months. It is starting to get more interesting to him now. He gets it through a US EFF. China is going to have a challenge holding a 7% growth rate. It should slow to 4-5% over the next couple of years. He thinks ZCH-T will fall another 10%.

HOLD
HOLD
July 30, 2018

The big move in this one outside of some trading spasms is probably about over. They had a stunning rise on acquisitions. The problem is that they are now so big that in order to have any impact on earnings, the acquisition will have to be enormous.

Show full opinionHide full opinion

The big move in this one outside of some trading spasms is probably about over. They had a stunning rise on acquisitions. The problem is that they are now so big that in order to have any impact on earnings, the acquisition will have to be enormous.

BUY
BUY
July 30, 2018

When a company pays a dividend out and the stock drops by that much, then it is not a move. This stock is quite cheap. These utilities tend to find their lows as the market is finding its highs. He thinks this is probably a pretty good place to be.

Show full opinionHide full opinion
Emera Inc (EMA-T)
July 30, 2018

When a company pays a dividend out and the stock drops by that much, then it is not a move. This stock is quite cheap. These utilities tend to find their lows as the market is finding its highs. He thinks this is probably a pretty good place to be.