Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 24, 2018

(Past Top Pick Sept. 13, 2017, Down 8%) They recently bought Spartan Energy, so how will they integrate it? Their margins have been squeezed. Their plans to expand German assets has been delayed a bit. The share price has fall to the point where they pay a 7.3% dividend which is safe. He still believes highly in Vermillion.

Vermilion Energy Inc(VET-T)
October 24, 2018

(Past Top Pick Sept. 13, 2017, Down 8%) They recently bought Spartan Energy, so how will they integrate it? Their margins have been squeezed. Their plans to expand German assets has been delayed a bit. The share price has fall to the point where they pay a 7.3% dividend which is safe. He still believes highly in Vermillion.

Michael Sprung
President, Sprung Investment Management
Price
$36.750
Owned
Yes
WEAK BUY
WEAK BUY
October 24, 2018

A past top pick. The problem with construction companies is that they're much more volatile than the engineering ones. SOX is more construction, less engineering, and more dependent on the Alberta economy. It has a lot of upside from here, but it's riskier than peers Aecon, Stantec and SNC Lavalin.

Stuart Olson Inc(SOX-T)
October 24, 2018

A past top pick. The problem with construction companies is that they're much more volatile than the engineering ones. SOX is more construction, less engineering, and more dependent on the Alberta economy. It has a lot of upside from here, but it's riskier than peers Aecon, Stantec and SNC Lavalin.

Michael Sprung
President, Sprung Investment Management
Price
$4.740
Owned
Yes
TOP PICK
TOP PICK
October 24, 2018

OIl and gas has been under a cloud. SU is now very inexpensive and an excellent buying opportunity. It has some of the best assets in Canada, especially downstream, and is the most profitable refiner. Margins are improving and they are buying back stock. Dividends should improve in the next few years.  (3.2% dividend, Analysts price target: $61.63)

Suncor Energy Inc(SU-T)
October 24, 2018

OIl and gas has been under a cloud. SU is now very inexpensive and an excellent buying opportunity. It has some of the best assets in Canada, especially downstream, and is the most profitable refiner. Margins are improving and they are buying back stock. Dividends should improve in the next few years.  (3.2% dividend, Analysts price target: $61.63)

Michael Sprung
President, Sprung Investment Management
Price
$43.440
Owned
Yes
TOP PICK
TOP PICK
October 24, 2018

An unhappy hedge fund and shareholder which insists that HBM halt a big acquisition. HBM is languishing more than its peers. Their upcoming projects like Rosemount have been delayed, but their primary investment is performing quite well. Some quarters have seen some setbacks. Now, the stock is very cheap at 60-70% book value, a buying opportunity. (Analysts price target: $9.93)

Hudbay Minerals Inc.(HBM-T)
October 24, 2018

An unhappy hedge fund and shareholder which insists that HBM halt a big acquisition. HBM is languishing more than its peers. Their upcoming projects like Rosemount have been delayed, but their primary investment is performing quite well. Some quarters have seen some setbacks. Now, the stock is very cheap at 60-70% book value, a buying opportunity. (Analysts price target: $9.93)

Michael Sprung
President, Sprung Investment Management
Price
$4.920
Owned
Yes
TOP PICK
TOP PICK
October 24, 2018

Bought it a long ago and took some profits earlier this year. Because the stock price has since fallen, it's now a good time to enter this stock. They're the biggest coach and bus maker in North America. They service the after-market. Their book-to-bill is good. He expects good things to come from this company. (Price target: $63.33)

Bought it a long ago and took some profits earlier this year. Because the stock price has since fallen, it's now a good time to enter this stock. They're the biggest coach and bus maker in North America. They service the after-market. Their book-to-bill is good. He expects good things to come from this company. (Price target: $63.33)

Michael Sprung
President, Sprung Investment Management
Price
$44.090
Owned
Yes
BUY
BUY
October 24, 2018

They met yesterday's earnings. They've come a long way in past years to become the best railroad in its class. This has outperformed the TSX in the past 16 of 22 years. Trades at 17x earnings. Expects earnings growth. Definitely
consider it, especially for the long term. He respects it.

They met yesterday's earnings. They've come a long way in past years to become the best railroad in its class. This has outperformed the TSX in the past 16 of 22 years. Trades at 17x earnings. Expects earnings growth. Definitely
consider it, especially for the long term. He respects it.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$107.790
Owned
No
BUY
BUY
October 24, 2018

Still confident with TD. It continues to trade at a premium to its peers due to its outsized presence in the States. It's one of three Canadian banks he owns and he's very happy to. 3.7% yield.

Toronto Dominion(TD-T)
October 24, 2018

Still confident with TD. It continues to trade at a premium to its peers due to its outsized presence in the States. It's one of three Canadian banks he owns and he's very happy to. 3.7% yield.

Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$72.460
Owned
Yes