Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
October 5, 2018

When concern over NAFTA emerged, the Canadian economy could have been effected but not the stock market – except for auto manufacturers. As interest rates rise, the first thing to get hit seems to be auto sales in the US. He would consider buying on further weakness.

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Magna Int'l. (A) (MG-T)
October 5, 2018

When concern over NAFTA emerged, the Canadian economy could have been effected but not the stock market – except for auto manufacturers. As interest rates rise, the first thing to get hit seems to be auto sales in the US. He would consider buying on further weakness.

BUY
BUY
October 5, 2018

He added to their position, based on the dividend at these price levels. He likes the cash flow and feels it is simply out of favour.Yield 6%.

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BCE Inc. (BCE-T)
October 5, 2018

He added to their position, based on the dividend at these price levels. He likes the cash flow and feels it is simply out of favour.Yield 6%.

WATCH
WATCH
October 5, 2018

A well-run company. A $300 million royalty stream each year. They buy the gold streams of existing mines. They say they can go into energy and use the same multiples on valuation. He sold it a couple of years ago, when it was in the early $90 range. As soon as he sees a technical floor forming, it would be the first stock they would buy in the space.

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A well-run company. A $300 million royalty stream each year. They buy the gold streams of existing mines. They say they can go into energy and use the same multiples on valuation. He sold it a couple of years ago, when it was in the early $90 range. As soon as he sees a technical floor forming, it would be the first stock they would buy in the space.

HOLD
HOLD
October 5, 2018

The company has changed dramatically with the merger with Raging River adding exposure to Eagle Ford and light oil in Canada. In three years, Line 3 and Keystone will be sorted out, even Trans Mountain, makes him like being paid to wait for better times. He still owns their corporate bonds.

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The company has changed dramatically with the merger with Raging River adding exposure to Eagle Ford and light oil in Canada. In three years, Line 3 and Keystone will be sorted out, even Trans Mountain, makes him like being paid to wait for better times. He still owns their corporate bonds.

HOLD
HOLD
October 5, 2018

Today they have good growth prospects, but because the company has become so large it is harder to move the needle. He likes owning Inter Pipeline (IPL-T) instead. A good hold if you own it.

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Today they have good growth prospects, but because the company has become so large it is harder to move the needle. He likes owning Inter Pipeline (IPL-T) instead. A good hold if you own it.

TOP PICK
TOP PICK
October 5, 2018

He just bought this back as he believes the re-structuring is well along. He is trading it with a tight stop in the “high-teens”. He thinks market analysts are having a hard time categorizing the newly structured company. Yield 10.5%. (Analysts’ price target is $27.41)

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Altagas Ltd (ALA-T)
October 5, 2018

He just bought this back as he believes the re-structuring is well along. He is trading it with a tight stop in the “high-teens”. He thinks market analysts are having a hard time categorizing the newly structured company. Yield 10.5%. (Analysts’ price target is $27.41)

TOP PICK
TOP PICK
October 5, 2018

When LNG was being talked in BC three years ago, this company was going to be at the forefront with the liquids processing. He likes management and the current valuation. Yield 5.2%. (Analysts’ price target is $42.60)

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Keyera Corp (KEY-T)
October 5, 2018

When LNG was being talked in BC three years ago, this company was going to be at the forefront with the liquids processing. He likes management and the current valuation. Yield 5.2%. (Analysts’ price target is $42.60)