Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 6, 2018

He has owned it in the past and sold a while ago because the share price dropped. The big issue is that they have a lot of margin pressure facing them. They are struggling against a tide. The share price is cheap but you need to look at where the industry is going.

He has owned it in the past and sold a while ago because the share price dropped. The big issue is that they have a lot of margin pressure facing them. They are struggling against a tide. The share price is cheap but you need to look at where the industry is going.

Tim Regan
Managing Director, Kingwest & Company
Price
$5.980
Owned
Unknown
DON'T BUY
DON'T BUY
September 6, 2018

You are looking at how fast Tim Horton's can grow. Their growth rate is starting to slow down a bit. Their brand does not translate that well outside of Canada. Then you have all the issues with franchisees.

You are looking at how fast Tim Horton's can grow. Their growth rate is starting to slow down a bit. Their brand does not translate that well outside of Canada. Then you have all the issues with franchisees.

Tim Regan
Managing Director, Kingwest & Company
Price
$56.820
Owned
Unknown
WATCH
WATCH
September 6, 2018

He has owned it in the past. It is once again at the mercy of its industry. It is fighting against a big tide. It has come off quite a bit. It could be an interesting candidate but you have to know what the content is worth in the industry. It is more of a global thing. It could be worth looking at.

He has owned it in the past. It is once again at the mercy of its industry. It is fighting against a big tide. It has come off quite a bit. It could be an interesting candidate but you have to know what the content is worth in the industry. It is more of a global thing. It could be worth looking at.

Tim Regan
Managing Director, Kingwest & Company
Price
$3.730
Owned
Unknown
BUY
BUY
September 6, 2018

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

Manulife Financial (MFC-T)
September 6, 2018

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

Tim Regan
Managing Director, Kingwest & Company
Price
$23.300
Owned
Yes
BUY
BUY
September 6, 2018

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

Bank of Nova Scotia (BNS-T)
September 6, 2018

MFC-T vs. BNS-T. He would say buy them both. BNS-T is building up their wealth management business after building Latin American banking. MFC-T has lagged quite a bit including lagging SLF-T. MFC-T has bounced around. They continue to grow outside of Canada and rising rates benefit them.

Tim Regan
Managing Director, Kingwest & Company
Price
$75.240
Owned
Yes
DON'T BUY
DON'T BUY
September 6, 2018

It is the smallest of the banks. It does not have the scale. They have issues with mortgages. He would avoid it.

Laurentian Bank (LB-T)
September 6, 2018

It is the smallest of the banks. It does not have the scale. They have issues with mortgages. He would avoid it.

Tim Regan
Managing Director, Kingwest & Company
Price
$42.860
Owned
No
BUY
BUY
September 6, 2018

He likes it here. It should be at the mid-$60s. It is a decent buy around here. The earnings are catching up to the dividend payout ratio. The dividend is 4.7%.

BCE Inc. (BCE-T)
September 6, 2018

He likes it here. It should be at the mid-$60s. It is a decent buy around here. The earnings are catching up to the dividend payout ratio. The dividend is 4.7%.

Tim Regan
Managing Director, Kingwest & Company
Price
$53.140
Owned
Yes