Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 14, 2018

(A Top Pick November 15/17 Down 46%) He exited energy services earlier this year. The E&Ps, he feels, are harbouring cash to survive, which has resulted in lower demand for the service sector. The company trades today at a trough PE and the company is paying down debt and buying back shares. He likes the management team strategy.

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(A Top Pick November 15/17 Down 46%) He exited energy services earlier this year. The E&Ps, he feels, are harbouring cash to survive, which has resulted in lower demand for the service sector. The company trades today at a trough PE and the company is paying down debt and buying back shares. He likes the management team strategy.

PAST TOP PICK
PAST TOP PICK
September 14, 2018

(A Top Pick November 15/17 Down 54%) He was disappointed with this company did an acquisition, which eliminated the free cash flow position. He would prefer other names today.

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(A Top Pick November 15/17 Down 54%) He was disappointed with this company did an acquisition, which eliminated the free cash flow position. He would prefer other names today.

PAST TOP PICK
PAST TOP PICK
September 14, 2018

(A Top Pick November 15/17 Down 28%) The multiple contraction in the US pressure pumpers could continue to get worse. You have to be patient holding this right now.

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C & J Energy Services (CJ-N)
September 14, 2018

(A Top Pick November 15/17 Down 28%) The multiple contraction in the US pressure pumpers could continue to get worse. You have to be patient holding this right now.

COMMENT
COMMENT
September 14, 2018

Gold didn't kick in in late July, defying seasonality (the opposite movement to the US dollar). Gold will depend on
where the USD goes. He wants the current low to hold. Until there's clarity with US-China tensions, there won't be clarity about the USD and gold.

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Barrick Gold (ABX-T)
September 14, 2018

Gold didn't kick in in late July, defying seasonality (the opposite movement to the US dollar). Gold will depend on
where the USD goes. He wants the current low to hold. Until there's clarity with US-China tensions, there won't be clarity about the USD and gold.

HOLD
HOLD
September 14, 2018

His favourite bank is BMO. There's resistance at $120 now. Resistance happens in early-September and that'll likely happen this year too. Can't see the driver to move this forward. You won't suffer holding it. Also likes TD.

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His favourite bank is BMO. There's resistance at $120 now. Resistance happens in early-September and that'll likely happen this year too. Can't see the driver to move this forward. You won't suffer holding it. Also likes TD.

DON'T BUY
DON'T BUY
September 14, 2018

It peaked in early June and fell to $80, breaking a strong 19-month trend. The early-August low fell along with commodoties as a whole. It'll likely continue to fall.

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West Fraser Timber (WFT-T)
September 14, 2018

It peaked in early June and fell to $80, breaking a strong 19-month trend. The early-August low fell along with commodoties as a whole. It'll likely continue to fall.

BUY
BUY
September 14, 2018

It's had a nice, long uptrend since 2014. Don't worry about interest rates rising, though it's a background factor. No worries about this chart.

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It's had a nice, long uptrend since 2014. Don't worry about interest rates rising, though it's a background factor. No worries about this chart.