Latest Expert Opinions

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

It is an alternative asset manager. He has three others. He prefers Blackstone.

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It is an alternative asset manager. He has three others. He prefers Blackstone.

WATCH
WATCH
September 6, 2018

He has no pipelines. Cash flows are pushed out to the future. Every time there is a court ruling against a pipeline, it does not help. It is looking a little cheaper and these are getting interesting.

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He has no pipelines. Cash flows are pushed out to the future. Every time there is a court ruling against a pipeline, it does not help. It is looking a little cheaper and these are getting interesting.

DON'T BUY
DON'T BUY
September 6, 2018

He looked at it quite a while ago and missed it. It is a good company in trucking but it is getting a little rich with the valuation. Once the economy takes a fall, this one will follow.

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He looked at it quite a while ago and missed it. It is a good company in trucking but it is getting a little rich with the valuation. Once the economy takes a fall, this one will follow.

BUY
BUY
September 6, 2018

They built a lot in the GTA. Rents have gone up.

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They built a lot in the GTA. Rents have gone up.

BUY
BUY
September 6, 2018

He has done well over the last 5-6 years. It is well run. They have a lot of equity in their own products. They are well run and stay within their core competency. It should be a good bet.

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Onex Corp (ONEX-T)
September 6, 2018

He has done well over the last 5-6 years. It is well run. They have a lot of equity in their own products. They are well run and stay within their core competency. It should be a good bet.

DON'T BUY
DON'T BUY
September 6, 2018

Don't touch it with a ten foot pole. It is a mix of public and private ownership. There is a lot of debt. Revenue is controlled by the government. This one is too political for him to get into.

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Hydro One (H-T)
September 6, 2018

Don't touch it with a ten foot pole. It is a mix of public and private ownership. There is a lot of debt. Revenue is controlled by the government. This one is too political for him to get into.

TOP PICK
TOP PICK
September 6, 2018

It is a Canadian firm, owning medical buildings. That was their original business and they are redeploying some of their capital internationally. They have had some fantastic capital deployment. They are now going to run one of the biggest Australian healthcare real estate funds. You get about a 7% yield. (Analysts’ target: $11.85).

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It is a Canadian firm, owning medical buildings. That was their original business and they are redeploying some of their capital internationally. They have had some fantastic capital deployment. They are now going to run one of the biggest Australian healthcare real estate funds. You get about a 7% yield. (Analysts’ target: $11.85).