Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 19, 2018

Energy producers have been weak this summer, but strengthening in the last few weeks. He looks for companies that thrive through too patches. CNQ is better than the group. The sector is catching a bid; the cyclicals will do better in this next part of the cycle. They will generate a lot of cash and improve their multiples. CNQ will do well.

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Energy producers have been weak this summer, but strengthening in the last few weeks. He looks for companies that thrive through too patches. CNQ is better than the group. The sector is catching a bid; the cyclicals will do better in this next part of the cycle. They will generate a lot of cash and improve their multiples. CNQ will do well.

BUY
BUY
September 19, 2018

There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space.

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Intel (INTC-Q)
September 19, 2018

There's been profit-taking in tech in the past 4 weeks when those stock peaked; semis were especially sold off. Intel pays a 2.6% dividend yield, offers good share buybacks and is a leader in the space.

BUY
BUY
September 19, 2018

All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum.

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Amazon.com (AMZN-Q)
September 19, 2018

All tech HAS pulled back in the past two weeks. It's a secular leader in a secular theme. Give it the benefit of the doubt. Amazon is nowhere close to stopping its momentum.

COMMENT
COMMENT
September 19, 2018

ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates.

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ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates.

COMMENT
COMMENT
September 19, 2018

ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates.

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Enbridge (ENB-T)
September 19, 2018

ENB taking over ENF: Sell one, buy one or both buy? The reflationary sectors will do well in the next leg of this cycle, but the pipelines will not. Instead look at U.S. financials. Hold onto ENB, maybe make a move on the fund, ENF. Buy stocks/sectors that will benefit from rising rates.

BUY
BUY
September 19, 2018

Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term,
we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally.

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Visa Inc. (V-N)
September 19, 2018

Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term,
we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally.

BUY
BUY
September 19, 2018

Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term,
we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally.

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Square Inc (SQ-N)
September 19, 2018

Visa vs. Square He really likes the fintechs, including these. He owns both. They've had a wonderful run. Short-term,
we may see a brief rotation into the banks. But the fintechs are here to stay. They have years to rally.