Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
September 19, 2018

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

Show full opinionHide full opinion
Micron Technology (MU-Q)
September 19, 2018

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

PAST TOP PICK
PAST TOP PICK
September 19, 2018

(Past Top Pick, August 16, 2017, Up 38%) Sold at a good profit. It's well-run. He likes this space, online trading. Expects trading volumes online to increase. This space has consolidated in the past few months. It could be taken out by someone like a Schwab.

Show full opinionHide full opinion

(Past Top Pick, August 16, 2017, Up 38%) Sold at a good profit. It's well-run. He likes this space, online trading. Expects trading volumes online to increase. This space has consolidated in the past few months. It could be taken out by someone like a Schwab.

DON'T BUY
DON'T BUY
September 19, 2018

Even with the telcos bouncing up in the summer, BCE did not. Little growth here. People buy this for the dividend. He wouldn't buy any telco now, and BCE is among the weaker ones.

Show full opinionHide full opinion
BCE Inc. (BCE-T)
September 19, 2018

Even with the telcos bouncing up in the summer, BCE did not. Little growth here. People buy this for the dividend. He wouldn't buy any telco now, and BCE is among the weaker ones.

DON'T BUY
DON'T BUY
September 19, 2018

An important Chinese company. Only 16% of Chinese stocks have an upward bias now. He closely watches Chinese stocks. Alibaba has held on longer than most in China, but it eventually broke support at $170. He needs the Chinese market and Alibaba to recover (to $170) before he steps back in. We're in a time when he'd favour US stocks over Chinese given trade tensions.

Show full opinionHide full opinion

An important Chinese company. Only 16% of Chinese stocks have an upward bias now. He closely watches Chinese stocks. Alibaba has held on longer than most in China, but it eventually broke support at $170. He needs the Chinese market and Alibaba to recover (to $170) before he steps back in. We're in a time when he'd favour US stocks over Chinese given trade tensions.

BUY
BUY
September 19, 2018

Do you see TD hitting $87 in Q4? He'd rather buy a US bank or at least a Canadian one with US exposure--TD and BMO. Both have excellent loan growth in the U.S. You're paid a good yield by TD and it's trading better than most of the S&P 500.

Show full opinionHide full opinion
Toronto Dominion (TD-T)
September 19, 2018

Do you see TD hitting $87 in Q4? He'd rather buy a US bank or at least a Canadian one with US exposure--TD and BMO. Both have excellent loan growth in the U.S. You're paid a good yield by TD and it's trading better than most of the S&P 500.

DON'T BUY
DON'T BUY
September 19, 2018

The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector.

Show full opinionHide full opinion
CVS Health Corp (CVS-N)
September 19, 2018

The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector.

BUY
BUY
September 19, 2018

Aerospace and defence have long contracts, so that's attractive. Also, you don't pay for the future as you do with pharma, because these companies keep their projects in development in secret; then they just unveil them. He likes Boeing for its civil aviation and defence sides. He prefers this over Lockheed.

Show full opinionHide full opinion
Boeing (BA-N)
September 19, 2018

Aerospace and defence have long contracts, so that's attractive. Also, you don't pay for the future as you do with pharma, because these companies keep their projects in development in secret; then they just unveil them. He likes Boeing for its civil aviation and defence sides. He prefers this over Lockheed.