Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 3, 2018

Generally with NAFTA behind us and LNG being developed, he sees Canada being a favorable investment again – including the banks. BNS-T has been the biggest dog in the bank sector, due to its exposure into some difficult international markets. He likes the valuation the best. It may be time to buy.

Generally with NAFTA behind us and LNG being developed, he sees Canada being a favorable investment again – including the banks. BNS-T has been the biggest dog in the bank sector, due to its exposure into some difficult international markets. He likes the valuation the best. It may be time to buy.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$75.470
Owned
No
BUY
BUY
October 3, 2018

He thinks the dividend is safe. It is the regional airline for Air Canada. They raised money to deploy into the leasing business. He thinks it is undervalued and should trade over $8 per share. Yield 6.5%.

He thinks the dividend is safe. It is the regional airline for Air Canada. They raised money to deploy into the leasing business. He thinks it is undervalued and should trade over $8 per share. Yield 6.5%.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.410
Owned
Yes
SPECULATIVE BUY
SPECULATIVE BUY
October 3, 2018

They teamed up with members of the Tragically Hip band into the cannabis space. He thinks this space is over-valued and would a speculative holding at these levels. Larger cap names are more likely partners with non-cannabis companies. You should own these in a basket or a fund. He would prefer Canopy, who has a partner with Constellation Brands.

They teamed up with members of the Tragically Hip band into the cannabis space. He thinks this space is over-valued and would a speculative holding at these levels. Larger cap names are more likely partners with non-cannabis companies. You should own these in a basket or a fund. He would prefer Canopy, who has a partner with Constellation Brands.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.750
Owned
No
BUY
BUY
October 3, 2018

He thinks it is undervalued, due to the recent rise in interest rates. He likes the growth potential to participate in natural gas going west into the LNG project.

TC Energy (TRP-T)
October 3, 2018

He thinks it is undervalued, due to the recent rise in interest rates. He likes the growth potential to participate in natural gas going west into the LNG project.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$53.780
Owned
No
BUY
BUY
October 3, 2018

A key holding for him. They have good technology behind their business to assist in the growth of online banking. A great asset to have in your portfolio. As the 10 year rates go higher, it will bode well for their business. He still thinks it is cheap.

Bank of America (BAC-N)
October 3, 2018

A key holding for him. They have good technology behind their business to assist in the growth of online banking. A great asset to have in your portfolio. As the 10 year rates go higher, it will bode well for their business. He still thinks it is cheap.

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$30.000
Owned
Yes
TOP PICK
TOP PICK
October 3, 2018

They had already had a run up ahead of the announcement for west coast LNG. He thinks this company has the most immediate upside potential due to its link to camps and catering. They will be building modular homes, buildings and other structures and have a good land holding to develop a great growth strategy near Kitimat. Yield 2.6%. (Analysts’ price target is $3.56)

They had already had a run up ahead of the announcement for west coast LNG. He thinks this company has the most immediate upside potential due to its link to camps and catering. They will be building modular homes, buildings and other structures and have a good land holding to develop a great growth strategy near Kitimat. Yield 2.6%. (Analysts’ price target is $3.56)

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$3.200
Owned
Yes
TOP PICK
TOP PICK
October 3, 2018

There is deep value in this name, owning 60% of TransAlta Renewables – the share value of which equals the market value of TA-T on its own. They own 9% of the Alberta hydro market. The new PPAs on the hydro assets, which act as backup for wind and solar, could help propel this company to a double in the next three years. Yield 2.2%. (Analysts’ price target is $8.25)

Transalta Corp (TA-T)
October 3, 2018

There is deep value in this name, owning 60% of TransAlta Renewables – the share value of which equals the market value of TA-T on its own. They own 9% of the Alberta hydro market. The new PPAs on the hydro assets, which act as backup for wind and solar, could help propel this company to a double in the next three years. Yield 2.2%. (Analysts’ price target is $8.25)

Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$7.190
Owned
Yes