Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 10, 2018

(Past Top Pick Oct. 10, 2017, Up 9%) Still likes it. They're positioned well and should benefit from the BC LNG deal announced last week. Likes last year's Verison acquisition because of long-growth prospects like L&G in Oregon. Just raised their guidance. Yield over 5% and have been raising it. Good balance sheet and 53% payout ratio.

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(Past Top Pick Oct. 10, 2017, Up 9%) Still likes it. They're positioned well and should benefit from the BC LNG deal announced last week. Likes last year's Verison acquisition because of long-growth prospects like L&G in Oregon. Just raised their guidance. Yield over 5% and have been raising it. Good balance sheet and 53% payout ratio.

WATCH
WATCH
October 10, 2018

Never bought it because of high valuation. Had a weak quarter and reduced guidance. It's starting to look attractive if you have a long-term outlook. Still trades at a premium to its US peers, though it's better position in Canada. Also new competition coming, though DOL denies any impact. They could increase their price points. There could be tariff impacts since they source goods from China, though DOL they haven't felt it. She may buy it during this pullback.

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Dollarama Inc. (DOL-T)
October 10, 2018

Never bought it because of high valuation. Had a weak quarter and reduced guidance. It's starting to look attractive if you have a long-term outlook. Still trades at a premium to its US peers, though it's better position in Canada. Also new competition coming, though DOL denies any impact. They could increase their price points. There could be tariff impacts since they source goods from China, though DOL they haven't felt it. She may buy it during this pullback.

DON'T BUY
DON'T BUY
October 10, 2018

Catching a falling knife as they resposition, selling a few businesses and using some proceeds to buyback stock and de-lever. There's little growth in their existing businesses and they're facing tariffs from products they buy from China. A lot of uncertainy in the coming year. Not confident in their earnings numbers.

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Newell Brands Inc (NWL-N)
October 10, 2018

Catching a falling knife as they resposition, selling a few businesses and using some proceeds to buyback stock and de-lever. There's little growth in their existing businesses and they're facing tariffs from products they buy from China. A lot of uncertainy in the coming year. Not confident in their earnings numbers.

HOLD
HOLD
October 10, 2018

They lowered their operating ratio target, which is good, so the stock rose. She likes rails and actually owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. Maybe not buy more but wait instead.

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They lowered their operating ratio target, which is good, so the stock rose. She likes rails and actually owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. Maybe not buy more but wait instead.

BUY
BUY
October 10, 2018

She likes rails and owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing.

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She likes rails and owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing.

BUY
BUY
October 10, 2018

Has been buying during this pullback, which is an attractive entry point. Their outsourcing businees are long-recurring revenues, which are a defensive cash-flow stream. Seeing good growth in consulting as cybersecurity grows among companies. But pays no dividend. Positioned well, and about to make a purchase which will grow the company.

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CGI Group (A) (GIB.A-T)
October 10, 2018

Has been buying during this pullback, which is an attractive entry point. Their outsourcing businees are long-recurring revenues, which are a defensive cash-flow stream. Seeing good growth in consulting as cybersecurity grows among companies. But pays no dividend. Positioned well, and about to make a purchase which will grow the company.

BUY
BUY
October 10, 2018

They sold their non-core assets to de-lever, are simplifying their corporate structure and the Line 3 got approved. So, they fulfilled all their plans. But it's pressured by rising interest rates. Nice 6.3% yield which is safe and will grow. An income investor could buy it here.

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Enbridge (ENB-T)
October 10, 2018

They sold their non-core assets to de-lever, are simplifying their corporate structure and the Line 3 got approved. So, they fulfilled all their plans. But it's pressured by rising interest rates. Nice 6.3% yield which is safe and will grow. An income investor could buy it here.