Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 1, 2018

(A Top Pick September 7/17 Up 21%) This remains one of their cheapest holdings – trading at half of tangible book value. He thinks there still lots of runway. The insurance side will benefit from higher interest yields.

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Aegon N.V. (AEG-N)
August 1, 2018

(A Top Pick September 7/17 Up 21%) This remains one of their cheapest holdings – trading at half of tangible book value. He thinks there still lots of runway. The insurance side will benefit from higher interest yields.

PAST TOP PICK
PAST TOP PICK
August 1, 2018

(A Top Pick September 7/17 Up 18%) This will be a big beneficiary if the yield curve steepens. They have grown their business in Asia, the US and India. He looks for 10% earnings growth annually and further expansion of the dividend.

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(A Top Pick September 7/17 Up 18%) This will be a big beneficiary if the yield curve steepens. They have grown their business in Asia, the US and India. He looks for 10% earnings growth annually and further expansion of the dividend.

PAST TOP PICK
PAST TOP PICK
August 1, 2018

(A Top Pick September 7/17 Up 42 %) This is trading for less than the cash value of the company. If you can withstand the volatility the return will eventually be large. To access this you have to trade through someone who trades the Tokyo exchange.

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(A Top Pick September 7/17 Up 42 %) This is trading for less than the cash value of the company. If you can withstand the volatility the return will eventually be large. To access this you have to trade through someone who trades the Tokyo exchange.

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

Has been a market darling. IPO’d about a year and a half ago. He does not usually buy IPO’s. Their last quarter was sensational. Sales were up 124% year over and year and turned a profit when analysts were expecting a loss. They are diversifying their lines. It is a very expensive stock. It would be interesting on a pull back.

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Has been a market darling. IPO’d about a year and a half ago. He does not usually buy IPO’s. Their last quarter was sensational. Sales were up 124% year over and year and turned a profit when analysts were expecting a loss. They are diversifying their lines. It is a very expensive stock. It would be interesting on a pull back.

BUY
BUY
August 1, 2018

This is a core part of their portfolio. Own other Canadian banks as well. They own Scotiabank and Royal Bank. TD has nice exposure to USA. He generally likes the banks. They are cornerstones of a well built portfolios. Banks have outperformed the TSX in 18 of the last 25 years. With interest rates rising will provide a catalyst.

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Toronto Dominion (TD-T)
August 1, 2018

This is a core part of their portfolio. Own other Canadian banks as well. They own Scotiabank and Royal Bank. TD has nice exposure to USA. He generally likes the banks. They are cornerstones of a well built portfolios. Banks have outperformed the TSX in 18 of the last 25 years. With interest rates rising will provide a catalyst.

COMMENT
COMMENT
August 1, 2018

Corus Entertainment(CJR/B-T) or Crescent Point Energy(CPG-T). Run don’t walk away from Corus Entertainment. Is a declining business. They own media assets. They have slashed their dividend. There is a governance issue. Going to be hard to get out of this secular decline that they are in. He would sell it. Crescent Point Energy: Some activists involved in this one. The tailwind for this is the rising oil prices. Time on your side on this one. Would be less concerned about this stock versus Corus.

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Corus Entertainment(CJR/B-T) or Crescent Point Energy(CPG-T). Run don’t walk away from Corus Entertainment. Is a declining business. They own media assets. They have slashed their dividend. There is a governance issue. Going to be hard to get out of this secular decline that they are in. He would sell it. Crescent Point Energy: Some activists involved in this one. The tailwind for this is the rising oil prices. Time on your side on this one. Would be less concerned about this stock versus Corus.

COMMENT
COMMENT
August 1, 2018

Corus Entertainment(CJR/B-T) or Crescent Point Energy(CPG-T). Run don’t walk away from Corus Entertainment. Is a declining business. They own media assets. They have slashed their dividend. There is a governance issue. Going to be hard to get out of this secular decline that they are in. He would sell it. Crescent Point Energy: Some activists involved in this one. The tailwind for this is the rising oil prices. Time on your side on this one. Would be less concerned about this stock versus Corus.

Show full opinionHide full opinion

Corus Entertainment(CJR/B-T) or Crescent Point Energy(CPG-T). Run don’t walk away from Corus Entertainment. Is a declining business. They own media assets. They have slashed their dividend. There is a governance issue. Going to be hard to get out of this secular decline that they are in. He would sell it. Crescent Point Energy: Some activists involved in this one. The tailwind for this is the rising oil prices. Time on your side on this one. Would be less concerned about this stock versus Corus.