Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 16, 2018

He's positive with their plans. He used to own it for a long time, until pipelines were cancelled. They have good projects underway as they restructure. A solid holding and now is a decent time to get in. Dividend over 6%.

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Enbridge (ENB-T)
October 16, 2018

He's positive with their plans. He used to own it for a long time, until pipelines were cancelled. They have good projects underway as they restructure. A solid holding and now is a decent time to get in. Dividend over 6%.

PARTIAL SELL
PARTIAL SELL
October 16, 2018

Used to own it, but sold it because it had a good run. Took profits, but not out of any fundamental weakness. Hold or take partial profits.

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Used to own it, but sold it because it had a good run. Took profits, but not out of any fundamental weakness. Hold or take partial profits.

SELL
SELL
October 16, 2018

Muddy Waters has beaten us up before, but when the short report came out, he sold MFC and bought SLF-T instead. He doesn't know if MFC will win or lose this case. Until then, Muddy Waters has put a cloud over this stock. Also, the
court case could get appealed and drag on.

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Manulife Financial (MFC-T)
October 16, 2018

Muddy Waters has beaten us up before, but when the short report came out, he sold MFC and bought SLF-T instead. He doesn't know if MFC will win or lose this case. Until then, Muddy Waters has put a cloud over this stock. Also, the
court case could get appealed and drag on.

HOLD
HOLD
October 16, 2018

It has come off a lot. He had bought it expecting a good bounce, but it didn't happen. Despite NAFTA worries before, there are concerns about Peak Auto approaching. He's holding for now. They're the most undervalued auto parts stock.

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Linamar Corp (LNR-T)
October 16, 2018

It has come off a lot. He had bought it expecting a good bounce, but it didn't happen. Despite NAFTA worries before, there are concerns about Peak Auto approaching. He's holding for now. They're the most undervalued auto parts stock.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past Top Pick Aug. 9, 2018, Down 1%) He likes all Brookfield stocks. This is a good way to play infrastructure despite BIP having ups and downs. A lot of infrastructure plays are simply buying things like airports as opposed to building them. Otherwise, it takes time and involves politics to build an infrastructure project. BIP makes smart investments.

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(Past Top Pick Aug. 9, 2018, Down 1%) He likes all Brookfield stocks. This is a good way to play infrastructure despite BIP having ups and downs. A lot of infrastructure plays are simply buying things like airports as opposed to building them. Otherwise, it takes time and involves politics to build an infrastructure project. BIP makes smart investments.

PAST TOP PICK
PAST TOP PICK
October 16, 2018

(Past Top Pick Aug. 9, 2018, Down 6%) Earnings are up 24%, but the stock is down due to general market jitters. Increasing interest rates will widen the banks' spreads. They still have the best bank CEO in the U.S.

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(Past Top Pick Aug. 9, 2018, Down 6%) Earnings are up 24%, but the stock is down due to general market jitters. Increasing interest rates will widen the banks' spreads. They still have the best bank CEO in the U.S.

COMMENT
COMMENT
October 16, 2018

Unsure why it's dropped a lot lately, but he likes the fundamentals of the insurers. Interest rates are rising and people are living longer, so the lifecos can collect premiums for longer. There is rotation between lifecos and banks, and that
could be happening now. Thinks SLF is the best Canadian insurance stock and believes in the insurance industry long-term.

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Unsure why it's dropped a lot lately, but he likes the fundamentals of the insurers. Interest rates are rising and people are living longer, so the lifecos can collect premiums for longer. There is rotation between lifecos and banks, and that
could be happening now. Thinks SLF is the best Canadian insurance stock and believes in the insurance industry long-term.