Latest Expert Opinions

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Opinion
Expert
COMMENT
COMMENT
September 5, 2018

CP-T or CN-T? They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

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CP-T or CN-T? They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

COMMENT
COMMENT
September 5, 2018

CP-T or CN-T? – They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

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CP-T or CN-T? – They are both good to hold as the economy is improving. CP-T is the resource based railway. CN-T may be hurt more by current NAFTA talks, due to its focus on automotive shipments.

DON'T BUY
DON'T BUY
September 5, 2018

They are not in this space due to changing demographics – he watches cable, but not his kids. This whole sector will face increasing competitive pressure from the likes of Amazon Prime and online streaming.

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They are not in this space due to changing demographics – he watches cable, but not his kids. This whole sector will face increasing competitive pressure from the likes of Amazon Prime and online streaming.

HOLD
HOLD
September 5, 2018

This is basically owned by the Weston family, who has a long time horizon. In the longer term the stock will do okay. It is a well operated company, but does not have the growth profile they look for to invest in.

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George Weston Ltd. (WN-T)
September 5, 2018

This is basically owned by the Weston family, who has a long time horizon. In the longer term the stock will do okay. It is a well operated company, but does not have the growth profile they look for to invest in.

BUY
BUY
September 5, 2018

It is a buy and he currently owns it. It has a tough year, but will be able to grow at over 10% per year. They are testing electric opportunities in Europe – a forward thinking company.

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It is a buy and he currently owns it. It has a tough year, but will be able to grow at over 10% per year. They are testing electric opportunities in Europe – a forward thinking company.

HOLD
HOLD
September 5, 2018

In the short term, it will be difficult to see grow. He would prefer to hold Pembina, with a little smaller profile. Investors will be attracted to this space for the income.

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Enbridge (ENB-T)
September 5, 2018

In the short term, it will be difficult to see grow. He would prefer to hold Pembina, with a little smaller profile. Investors will be attracted to this space for the income.

SPECULATIVE BUY
SPECULATIVE BUY
September 5, 2018

Difficult to know in the short term if this is the place to enter. It has some very positive attributes – good cash flow and good land holdings. They have decided to lay off 17% of their staff to reduce costs to survive. When it is down and out, it is not the time to sell – maybe time to buy.

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Difficult to know in the short term if this is the place to enter. It has some very positive attributes – good cash flow and good land holdings. They have decided to lay off 17% of their staff to reduce costs to survive. When it is down and out, it is not the time to sell – maybe time to buy.