Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 13, 2018

They've grown a lot in the U.S. Has insider ownership, increases dividend, makes good puchases, buys back shares and the strong US economy supports the shipping of goods. Shipping rates are rising because of a shortage of truck drivers, which will last until they raise wages for drivers. TFII will benefit from this shortage. (1.8% dividend, Analysts' price target: $49.29)

They've grown a lot in the U.S. Has insider ownership, increases dividend, makes good puchases, buys back shares and the strong US economy supports the shipping of goods. Shipping rates are rising because of a shortage of truck drivers, which will last until they raise wages for drivers. TFII will benefit from this shortage. (1.8% dividend, Analysts' price target: $49.29)

Ryan Modesto
Managing Partner, 5i Research
Price
$47.590
Owned
Yes
WEAK BUY
WEAK BUY
September 13, 2018

A large owner-operator of shopping malls. 4.2% dividend. It's been sideways. It's an income vehicle and a slow grower. You own this for stable income. He doesn't see a retail "apocalypse." Safe dividend, maybe an increase, and a good
operator. This won't scream up in price anytime soon. It's stable. Prefers Riocan REIT.

First Capital Realty (FCR-T)
September 13, 2018

A large owner-operator of shopping malls. 4.2% dividend. It's been sideways. It's an income vehicle and a slow grower. You own this for stable income. He doesn't see a retail "apocalypse." Safe dividend, maybe an increase, and a good
operator. This won't scream up in price anytime soon. It's stable. Prefers Riocan REIT.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$20.440
Owned
Unknown
DON'T BUY
DON'T BUY
September 13, 2018

Franchisees are battling the owner, and he sides with the franchisees. Management is squeezing the life out of franchisees. Same-store sales growth has tailed off. Innovating with all-day breakfasts hasn't taken off. International expansion make sense, but how successful will they be in China? He's on the sidelines.

Franchisees are battling the owner, and he sides with the franchisees. Management is squeezing the life out of franchisees. Same-store sales growth has tailed off. Innovating with all-day breakfasts hasn't taken off. International expansion make sense, but how successful will they be in China? He's on the sidelines.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$58.590
Owned
No
DON'T BUY
DON'T BUY
September 13, 2018

He doesn't like telcos and BCE is his last choice in this sector because they have the greatest expsoure to the legacy telecom business. Wireline telephone service is declining, especially among Millennials. If you want income, look at the banks.

BCE Inc. (BCE-T)
September 13, 2018

He doesn't like telcos and BCE is his last choice in this sector because they have the greatest expsoure to the legacy telecom business. Wireline telephone service is declining, especially among Millennials. If you want income, look at the banks.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$52.050
Owned
No
DON'T BUY
DON'T BUY
September 13, 2018

Down 17% today, their single-worst day. It's been a Canadian retail success story, but earnings were slightly disappointing today. Traditionally, it's had super, robust earnings growth with 5% increases in same-store sales. After a decline in Q1 2018, investors expected better results from Q2, released today, and didn't see it, so they sold it off. He'll take a closer look at this again--but not right now. Give it time to for the dust to settle, then maybe take a position.

Dollarama Inc. (DOL-T)
September 13, 2018

Down 17% today, their single-worst day. It's been a Canadian retail success story, but earnings were slightly disappointing today. Traditionally, it's had super, robust earnings growth with 5% increases in same-store sales. After a decline in Q1 2018, investors expected better results from Q2, released today, and didn't see it, so they sold it off. He'll take a closer look at this again--but not right now. Give it time to for the dust to settle, then maybe take a position.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$43.120
Owned
No
WEAK BUY
WEAK BUY
September 13, 2018

He's a stock-picker and prefers selecting stocks within the 60 Canadian stocks in this ETF. But this is a sensible, middle-of-the-road approach to investing in Canada. You won't lose over time.

He's a stock-picker and prefers selecting stocks within the 60 Canadian stocks in this ETF. But this is a sensible, middle-of-the-road approach to investing in Canada. You won't lose over time.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$23.810
Owned
No
PAST TOP PICK
PAST TOP PICK
September 13, 2018

(Past Top Pick, Nov. 30, 2017, Up 5%) The TSX is up only 1% YTD, which shines a light on the importance of income stocks. He still likes RY. They put up good numbers recently, like growing earnings by 13%. Their wealth management sector is on fire. U.S. operations are doing well. They're investing into tech--in digital platforms--and taking a long-term view. This is good.

Royal Bank (RY-T)
September 13, 2018

(Past Top Pick, Nov. 30, 2017, Up 5%) The TSX is up only 1% YTD, which shines a light on the importance of income stocks. He still likes RY. They put up good numbers recently, like growing earnings by 13%. Their wealth management sector is on fire. U.S. operations are doing well. They're investing into tech--in digital platforms--and taking a long-term view. This is good.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$103.000
Owned
Yes