Latest Expert Opinions

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Opinion
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BUY
BUY
July 31, 2018

BP recently made a big acquisition that the market liked. Its balance sheet is reasonable and its last earnings results were good. It recently increased its dividend. Oil is finding a level at $70 or higher, which is good for BP.

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BP PLC (BP-N)
July 31, 2018

BP recently made a big acquisition that the market liked. Its balance sheet is reasonable and its last earnings results were good. It recently increased its dividend. Oil is finding a level at $70 or higher, which is good for BP.

PARTIAL SELL
PARTIAL SELL
July 31, 2018

Traffic congestion in China is severe, making online delivery very attractive. As China gets wealthier, this business will increase. However, funds are starting to fly out of emerging markets and to come out of high technology stocks. There could be a meaningful correction in the price of this stock, so even though it will do well over the long term, it might be best to take some money off the table for now. He sees this as a high-quality stock and will be interested when its valuation looks cheaper.

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Traffic congestion in China is severe, making online delivery very attractive. As China gets wealthier, this business will increase. However, funds are starting to fly out of emerging markets and to come out of high technology stocks. There could be a meaningful correction in the price of this stock, so even though it will do well over the long term, it might be best to take some money off the table for now. He sees this as a high-quality stock and will be interested when its valuation looks cheaper.

TOP PICK
TOP PICK
July 31, 2018

This is an oligopoly. There are four companies in the industrial gas space and one of them, Praxair, is being acquired. Air Liquide is the biggest company in the world in this space. He considers this a great company that has been a solid performer for a long time. (Analysts’ price target is €114.38)

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This is an oligopoly. There are four companies in the industrial gas space and one of them, Praxair, is being acquired. Air Liquide is the biggest company in the world in this space. He considers this a great company that has been a solid performer for a long time. (Analysts’ price target is €114.38)

TOP PICK
TOP PICK
July 31, 2018

This is part of his Canadian portfolio. From the point of view of Canadian holdings, this is a good company to own because they’ve made two good acquisitions on the wealth management side. These will be accretive. Also the market seems to be successfully absorbing higher interest rates. Over the longer term, this has been a solid performer and it offers a good dividend yield. That makes it an interesting story even from the global perspective. (Analysts’ price target is $86.29)

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This is part of his Canadian portfolio. From the point of view of Canadian holdings, this is a good company to own because they’ve made two good acquisitions on the wealth management side. These will be accretive. Also the market seems to be successfully absorbing higher interest rates. Over the longer term, this has been a solid performer and it offers a good dividend yield. That makes it an interesting story even from the global perspective. (Analysts’ price target is $86.29)

COMMENT
COMMENT
July 31, 2018

This is the parent of Fresenius Medical, which operates dialysis clinics. The parent company also owns hospitals and a project management business. The dividend has been growing about 12% per year for about 15 years. (Analysts’ price target is €77.36)

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Fresenius SE (FRE-GR)
July 31, 2018

This is the parent of Fresenius Medical, which operates dialysis clinics. The parent company also owns hospitals and a project management business. The dividend has been growing about 12% per year for about 15 years. (Analysts’ price target is €77.36)

DON'T BUY
DON'T BUY
July 31, 2018

Haven’t looked at it for 2 years. REIT sector hasn’t had great tailwinds, with rates going up. But now REITs have outperformed the TSX. Artis reissued securities, has assets in the US. Balance sheet getting a bit better, solid management. But company is unfocussed. Other REITs are doing better. Struggling to find its identity. Avoid it.

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Haven’t looked at it for 2 years. REIT sector hasn’t had great tailwinds, with rates going up. But now REITs have outperformed the TSX. Artis reissued securities, has assets in the US. Balance sheet getting a bit better, solid management. But company is unfocussed. Other REITs are doing better. Struggling to find its identity. Avoid it.

DON'T BUY
DON'T BUY
July 31, 2018

Private equity. Hasn’t looked at it for a while. Tucking in acquisitions. Missed a couple of quarters. Balance sheet better than it was. But in the end, still not hitting targets. Going to struggle over next year. (Analysts’ price target is $19.72.)

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Alaris Royalty (AD-T)
July 31, 2018

Private equity. Hasn’t looked at it for a while. Tucking in acquisitions. Missed a couple of quarters. Balance sheet better than it was. But in the end, still not hitting targets. Going to struggle over next year. (Analysts’ price target is $19.72.)