Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 19, 2018

Internet security are software companies and this group is in favour, because companies need security now. This ETF holds a basket of these companies and this should do well in the coming year. A little money may rotate out of tech into financials, but only briefly, he expects.

Internet security are software companies and this group is in favour, because companies need security now. This ETF holds a basket of these companies and this should do well in the coming year. A little money may rotate out of tech into financials, but only briefly, he expects.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$39.460
Owned
Yes
DON'T BUY
DON'T BUY
September 19, 2018

Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

CCL Industries (B)(CCL.B-T)
September 19, 2018

Erratic this year, though good over the long run. It used to be illiquid to buy. It's lumped in with consumer staples, though it's really packaging. It's not performing well in this market. Look elsewhere.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$60.590
Owned
Unknown
DON'T BUY
DON'T BUY
September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

FedEx(FDX-N)
September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$242.880
Owned
Unknown
WAIT
WAIT
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

Facebook(FB-Q)
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$163.060
Owned
Unknown
DON'T BUY
DON'T BUY
September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

Sun Life Financial Inc(SLF-T)
September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. But the US banks look better. Instead, look at the ETF, KIE-N, to give you a basket of insurance companies. Today it broke new highs. SLF isn't the best house in a very good neighbourhood.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$52.320
Owned
Unknown
BUY
BUY
September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. Look at this to give you a basket of insurance companies. Today it broke new highs. 

SPDR S&P Insurance ETF(KIE-N)
September 19, 2018

Today, everything in financials rallied, including the lifecos. Rising rates benefit them. Look at this to give you a basket of insurance companies. Today it broke new highs. 

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$32.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 19, 2018

(Past Top Pick, August 16, 2017, Up 16%) Sold in March around $55. He expects a near-term turn in the basic materials, which have enjoyed good recent weeks. Look at this space now.

Rio Tinto(RIO-N)
September 19, 2018

(Past Top Pick, August 16, 2017, Up 16%) Sold in March around $55. He expects a near-term turn in the basic materials, which have enjoyed good recent weeks. Look at this space now.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$49.280
Owned
No