Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 17, 2018

Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

Good balance sheet, well-positioned and growing dividends. Doesn't know if crude by rails will surprise earnings, though it's a tailwind.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$110.700
Owned
Unknown
BUY
BUY
October 17, 2018

He likes the European banks, and this one's in the U.K. Rising rates are a tailwind. They're years ahead of their European peers.

He likes the European banks, and this one's in the U.K. Rising rates are a tailwind. They're years ahead of their European peers.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.000
Owned
Unknown
BUY
BUY
October 17, 2018

The worst of the sector, but he bought some yesterday. Their earnings are good and he expects a rate hike next week to boost all Canadian banks. Buy now when it's down. It's an emerging market play, and EM is out of favour, which is a
buying opportunity. Pays a 4.7% dividend.

The worst of the sector, but he bought some yesterday. Their earnings are good and he expects a rate hike next week to boost all Canadian banks. Buy now when it's down. It's an emerging market play, and EM is out of favour, which is a
buying opportunity. Pays a 4.7% dividend.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$72.230
Owned
Yes
COMMENT
COMMENT
October 17, 2018

They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

They've put their troubles behind them. Can't predict their near future, but in a year or two there could be a tailwind for commodity prices. They are getting earnings from some of their earnings now which is reducing their debt.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$13.580
Owned
Unknown
COMMENT
COMMENT
October 17, 2018

Canopy Growth (WEED-T) vs Aurora Cannabis (ACB-T) The battle of the titans. Both companies do good things. He favors Canopy as it has a lower risk diversified growth strategy in 12 different facilities. He also likes the deal with Constellation for further diversification. Aurora is expected to grow with the expansion of the new facility near Edmonton, but he wonders if the growth will be staged and may be slower than people expect. Canopy also has an advantage given its size of existing product inventory.

Canopy Growth (WEED-T) vs Aurora Cannabis (ACB-T) The battle of the titans. Both companies do good things. He favors Canopy as it has a lower risk diversified growth strategy in 12 different facilities. He also likes the deal with Constellation for further diversification. Aurora is expected to grow with the expansion of the new facility near Edmonton, but he wonders if the growth will be staged and may be slower than people expect. Canopy also has an advantage given its size of existing product inventory.

Charles Taersk
President and CEO, Faircourt Asset Management
Price
$65.760
Owned
_N/A
COMMENT
COMMENT
October 17, 2018

Canopy Growth (WEED-T) vs Aurora Cannabis (ACB-T). The battle of the titans. Both companies do good things. He favors Canopy as it has a lower risk diversified growth strategy in 12 different facilities. He also likes the deal with Constellation for further diversification. Aurora is expected to grow with the expansion of the new facility near Edmonton, but he wonders if the growth will be staged and may be slower than people expect. Canopy also has an advantage given its size of existing product inventory.

Aurora Cannabis (ACB-T)
October 17, 2018

Canopy Growth (WEED-T) vs Aurora Cannabis (ACB-T). The battle of the titans. Both companies do good things. He favors Canopy as it has a lower risk diversified growth strategy in 12 different facilities. He also likes the deal with Constellation for further diversification. Aurora is expected to grow with the expansion of the new facility near Edmonton, but he wonders if the growth will be staged and may be slower than people expect. Canopy also has an advantage given its size of existing product inventory.

Charles Taersk
President and CEO, Faircourt Asset Management
Price
$13.570
Owned
_N/A
DON'T BUY
DON'T BUY
October 17, 2018

Enbridge scares him: heavy debt. Sure, they're selling off assets as they restructure, but they're also hiking the dividend--is that a good idea? Good managers though, top of the line. Interest rates will rise and that's a headwind considering their debt. 6.4% dividend.

Enbridge (ENB-T)
October 17, 2018

Enbridge scares him: heavy debt. Sure, they're selling off assets as they restructure, but they're also hiking the dividend--is that a good idea? Good managers though, top of the line. Interest rates will rise and that's a headwind considering their debt. 6.4% dividend.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$42.200
Owned
Unknown