Latest Expert Opinions

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WATCH
WATCH
August 1, 2018

They just paid $7 billion to have the right to distribute Starbucks coffee. They should be able to leverage this and do well by it. The entire consume sector has been a terribly performing sector as the power shift has moved to Costco and Amazon, who are now introducing their own brands. A totally world-class stock, but it too expensive to buy at these levels.

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Nestle (NSRGY-OTC)
August 1, 2018

They just paid $7 billion to have the right to distribute Starbucks coffee. They should be able to leverage this and do well by it. The entire consume sector has been a terribly performing sector as the power shift has moved to Costco and Amazon, who are now introducing their own brands. A totally world-class stock, but it too expensive to buy at these levels.

HOLD
HOLD
August 1, 2018

This bank had some issues a few years ago. The dividend is secure, he believes. Europe is in recovery mode and there is good growth opportunity with this holding.

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This bank had some issues a few years ago. The dividend is secure, he believes. Europe is in recovery mode and there is good growth opportunity with this holding.

HOLD
HOLD
August 1, 2018

This is a solid company and dividend payer, but the stock prices has done nothing for a very long period of time. Two of the entities largest holdings are Investors Group and Great West Life. The mutual fund side is going through tough fee compression. He would not invest new capital here.

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Power Corp (POW-T)
August 1, 2018

This is a solid company and dividend payer, but the stock prices has done nothing for a very long period of time. Two of the entities largest holdings are Investors Group and Great West Life. The mutual fund side is going through tough fee compression. He would not invest new capital here.

DON'T BUY
DON'T BUY
August 1, 2018

This became the largest generic drug manufacturer in the world who then took on debt to produce their own drugs. This has not worked out well. He would not be a holder of this, due to the competition in the space and the high debt levels. (Analysts’ price target is $21)

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This became the largest generic drug manufacturer in the world who then took on debt to produce their own drugs. This has not worked out well. He would not be a holder of this, due to the competition in the space and the high debt levels. (Analysts’ price target is $21)

HOLD
HOLD
August 1, 2018

There recent earnings indicated their growth in subscribers is slowing. This is an example where the stock is priced for perfection – any slip up and the stock can plunge. Management has done an outstanding job to date. They are now spending on content and this impresses him how they remain profitable.

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Netflix Inc. (NFLX-Q)
August 1, 2018

There recent earnings indicated their growth in subscribers is slowing. This is an example where the stock is priced for perfection – any slip up and the stock can plunge. Management has done an outstanding job to date. They are now spending on content and this impresses him how they remain profitable.

BUY WEAKNESS
BUY WEAKNESS
August 1, 2018

They are one of the largest pharma distributor in the US. Their recent acquisition is a plan to position the company in health management – helping companies send orders to pharmacies. The company is one they are looking into. The stock is trading at a reasonable valuation and it generates good cash flow. The debt load is not onerous. They are here to stay. (Analysts’ price target is $86)

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CVS Health Corp (CVS-N)
August 1, 2018

They are one of the largest pharma distributor in the US. Their recent acquisition is a plan to position the company in health management – helping companies send orders to pharmacies. The company is one they are looking into. The stock is trading at a reasonable valuation and it generates good cash flow. The debt load is not onerous. They are here to stay. (Analysts’ price target is $86)

WEAK BUY
WEAK BUY
August 1, 2018

The auto sector is dealing with the risks of tariffs. He would be surprised if tariffs actual come into being. This will never be a high P/E company, due to the low technical complexity of the business. If the market corrects, this may be a more defensive holding as it only trades near 10 times earnings already. (Analysts’ price target is $84)

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Linamar Corp (LNR-T)
August 1, 2018

The auto sector is dealing with the risks of tariffs. He would be surprised if tariffs actual come into being. This will never be a high P/E company, due to the low technical complexity of the business. If the market corrects, this may be a more defensive holding as it only trades near 10 times earnings already. (Analysts’ price target is $84)