Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 29, 2018

(Past Top Pick, August 22, 2017, Up 3%) People didn't like their earnigns, just released, though he doesn't think the results were that bad. He bought this to get exposure to markets outside Canada, namely Latin America and southeast Asia. Their dividend rose this quarter and likely will in 2019.

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(Past Top Pick, August 22, 2017, Up 3%) People didn't like their earnigns, just released, though he doesn't think the results were that bad. He bought this to get exposure to markets outside Canada, namely Latin America and southeast Asia. Their dividend rose this quarter and likely will in 2019.

PAST TOP PICK
PAST TOP PICK
August 29, 2018

(Past Top Pick, August 22, 2017, Up 9%) A good way to diversify outside Canada, and this ETF holds the biggest names. It's the only ETF he owns, and boasts a very low MER.

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(Past Top Pick, August 22, 2017, Up 9%) A good way to diversify outside Canada, and this ETF holds the biggest names. It's the only ETF he owns, and boasts a very low MER.

COMMENT
COMMENT
August 29, 2018

Warning: You're in for the long term because it's very illiquid stock. A Hotel California where you check in anytime, but you can never leave. He loves this stock--great value. Companies like this either go private, is bought or it gradually rises in time. Trading at only half-book--incredible value.

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Warning: You're in for the long term because it's very illiquid stock. A Hotel California where you check in anytime, but you can never leave. He loves this stock--great value. Companies like this either go private, is bought or it gradually rises in time. Trading at only half-book--incredible value.

BUY
BUY
August 29, 2018

Still likes the assets, management, and the huge shortage of high-quality apartments in markets like Toronto.
A great holding.

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Still likes the assets, management, and the huge shortage of high-quality apartments in markets like Toronto.
A great holding.

DON'T BUY
DON'T BUY
August 29, 2018

He doesn't own any oil now and is not bullish. Instead, renewable energy and e-cars will take a lot out of oil down the road. Pays a dividend of nearly 2%.

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Imperial Oil (IMO-T)
August 29, 2018

He doesn't own any oil now and is not bullish. Instead, renewable energy and e-cars will take a lot out of oil down the road. Pays a dividend of nearly 2%.

STRONG BUY
STRONG BUY
August 29, 2018

A wonderful company with tremendous expansion prospects around the world, especially Asia where credit cards are not used as much as in North America. The growth runway is very long.

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Visa Inc. (V-N)
August 29, 2018

A wonderful company with tremendous expansion prospects around the world, especially Asia where credit cards are not used as much as in North America. The growth runway is very long.

COMMENT
COMMENT
August 29, 2018

The construction companies are difficult for investors. You can't tell how much money they'll make on a contract. Suppose they underbid or hit execution problems or a customer stiffs them? It's okay to own one of them in a portfolio, but no more. SNC is okay--has worldwide exposure but also carries geopolitical risk. It's riskier than most stocks he owns.

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The construction companies are difficult for investors. You can't tell how much money they'll make on a contract. Suppose they underbid or hit execution problems or a customer stiffs them? It's okay to own one of them in a portfolio, but no more. SNC is okay--has worldwide exposure but also carries geopolitical risk. It's riskier than most stocks he owns.