Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 5, 2018

He likes the growth profile in the US, which he thinks is starting to pay off. Its operations will be bigger in the US, than in Canada. It is very well run and managed. Yield 3.4%. (Analysts’ price target is 85.56$)

Toronto Dominion (TD-T)
September 5, 2018

He likes the growth profile in the US, which he thinks is starting to pay off. Its operations will be bigger in the US, than in Canada. It is very well run and managed. Yield 3.4%. (Analysts’ price target is 85.56$)

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$79.390
Owned
Yes
TOP PICK
TOP PICK
September 5, 2018

They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)

They have more cash on the books than many countries, he jokes. They are very innovative and focus a lot on this as part of their plan. Growing at 20% a year, it needs to find ways to invest the cash. Yield 0%. (Analysts’ price target is $1382.19)

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$1199.100
Owned
Yes
TOP PICK
TOP PICK
September 5, 2018

One of the only companies in the energy space that did not cut its distributions during the downturn. An international company where most of the earnings are outside Canada. Their strong balance sheet allowed them to make a great acquisition recently, basically for a stock swap. This will allow them to benefit from growth in Canada, when it returns, but have the diversification of international holdings. Yield 6.9%. (Analysts’ price target is $56.77)

One of the only companies in the energy space that did not cut its distributions during the downturn. An international company where most of the earnings are outside Canada. Their strong balance sheet allowed them to make a great acquisition recently, basically for a stock swap. This will allow them to benefit from growth in Canada, when it returns, but have the diversification of international holdings. Yield 6.9%. (Analysts’ price target is $56.77)

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$40.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(A Top Pick October 23/17 Down 27%) With long term interest rates being so low to keep the yield curve flat, they have struggled to make their targets. When Europe decides to increase interest rates, this will rise smartly. Yield 4.1%

ING Groep NV (ING-N)
September 5, 2018

(A Top Pick October 23/17 Down 27%) With long term interest rates being so low to keep the yield curve flat, they have struggled to make their targets. When Europe decides to increase interest rates, this will rise smartly. Yield 4.1%

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$13.420
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(A Top Pick October 23/17 Up 6%) The Canadian banking sector has gone sideways for much of the year. He still recommends holding it. The Canadian sector remains an oligopoly.

Royal Bank (RY-T)
September 5, 2018

(A Top Pick October 23/17 Up 6%) The Canadian banking sector has gone sideways for much of the year. He still recommends holding it. The Canadian sector remains an oligopoly.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$103.760
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 5, 2018

(A Top Pick October 23/17 Down 1%) He still likes holding it. Strategically they have done well, creating demand for the toys they are designing. He continues to recommend it.

Spin Master Corp (TOY-T)
September 5, 2018

(A Top Pick October 23/17 Down 1%) He still likes holding it. Strategically they have done well, creating demand for the toys they are designing. He continues to recommend it.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$50.460
Owned
Yes
BUY
BUY
September 5, 2018

Forest stocks have come off due to U.S. trade issues under Trump, which has added US$7,000 to the cost of a US house. This is a good time to buy this.

West Fraser Timber (WFT-T)
September 5, 2018

Forest stocks have come off due to U.S. trade issues under Trump, which has added US$7,000 to the cost of a US house. This is a good time to buy this.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$87.600
Owned
Unknown