Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
October 17, 2018

It's low now, so he'd lean into buying it now. All European financials have suffered. He sold his shares years ago. It's one of the biggest banks on the planet with strong exposure to Asia. It will be in better shape next year. Pays a 6% dividend

HSBC Holdings P L C(HSBC-N)
October 17, 2018

It's low now, so he'd lean into buying it now. All European financials have suffered. He sold his shares years ago. It's one of the biggest banks on the planet with strong exposure to Asia. It will be in better shape next year. Pays a 6% dividend

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$41.530
Owned
No
WAIT
WAIT
October 17, 2018

When a dividend is over 10% like ALA's, you know what the answer is--not bad. Yes, when the WGL assets appear next year, the stock will look better. Today, they spun off the Canadian asset a new Altagas; they likely didn't get the price they wanted, but the deal was at least done and it removes some uncertain. But those Canadian assets are gone, though the WGL assets will now appear. A bit of a wash. Wait another year for them to delever further. Pays a 10.6% dividend.

Altagas Ltd(ALA-T)
October 17, 2018

When a dividend is over 10% like ALA's, you know what the answer is--not bad. Yes, when the WGL assets appear next year, the stock will look better. Today, they spun off the Canadian asset a new Altagas; they likely didn't get the price they wanted, but the deal was at least done and it removes some uncertain. But those Canadian assets are gone, though the WGL assets will now appear. A bit of a wash. Wait another year for them to delever further. Pays a 10.6% dividend.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$20.680
Owned
Unknown
COMMENT
COMMENT
October 17, 2018

Loves the disruptors. Great space. 

Square Inc(SQ-N)
October 17, 2018

Loves the disruptors. Great space. 

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$78.050
Owned
Unknown
HOLD
HOLD
October 17, 2018

There's a lot of grief in this space. There's a lot of value here, but it takes a leap of faith to leap into a mutual fund company in a world of ETFs. 

There's a lot of grief in this space. There's a lot of value here, but it takes a leap of faith to leap into a mutual fund company in a world of ETFs. 

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$15.430
Owned
No
COMMENT
COMMENT
October 17, 2018

The market is struggling to decide what this is: a yield, a REIT, a cash flow play? The demographics are in their favour, but does this drive CSH enough or does it need an acquisition? He doesn't know. Good dividend, but he hasn't looked at CSH deeply.

The market is struggling to decide what this is: a yield, a REIT, a cash flow play? The demographics are in their favour, but does this drive CSH enough or does it need an acquisition? He doesn't know. Good dividend, but he hasn't looked at CSH deeply.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$14.180
Owned
No