Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 25, 2018

Probably caught up in the tariff war and increased input costs. They have a significant back log of orders. Q3 is generally their weakest quarter. Low $40 range would be a good time to start a position. They don’t have a lot of competition.

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Probably caught up in the tariff war and increased input costs. They have a significant back log of orders. Q3 is generally their weakest quarter. Low $40 range would be a good time to start a position. They don’t have a lot of competition.

BUY
BUY
October 25, 2018

They will get involved in online shopping. There is heavy competition in this space and heavy price discounting. Loblaw is probably the best in this sector. Is a well run company. Groceries are a stable and somewhat defensive.

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Loblaw Companies Ltd (L-T)
October 25, 2018

They will get involved in online shopping. There is heavy competition in this space and heavy price discounting. Loblaw is probably the best in this sector. Is a well run company. Groceries are a stable and somewhat defensive.

BUY
BUY
October 25, 2018

They did a spinoff of some of their Canadian assets to pay off some of their debt. Dividend payout is high but not inconceivable that it can stay there. If they did cut the dividend, it would not be a major cut. He likes the company. There is some upside potential. There are safer names in the utility space. This is a high leveraged utility name.

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Altagas Ltd (ALA-T)
October 25, 2018

They did a spinoff of some of their Canadian assets to pay off some of their debt. Dividend payout is high but not inconceivable that it can stay there. If they did cut the dividend, it would not be a major cut. He likes the company. There is some upside potential. There are safer names in the utility space. This is a high leveraged utility name.

BUY
BUY
October 25, 2018

He is comfortable with most of the companies in the financial sector right now. He likes BNS, then Royal, then TD and then BMO and CIBC. You could own any one of them or an ETF that has all of them.

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Bank of Montreal (BMO-T)
October 25, 2018

He is comfortable with most of the companies in the financial sector right now. He likes BNS, then Royal, then TD and then BMO and CIBC. You could own any one of them or an ETF that has all of them.

WAIT
WAIT
October 25, 2018

Another tough day today. They purchased some assets from Sparton and the market has penalized them for that. The sector as a whole is getting beaten up. It is a good company. If you are looking for income, you probably don’t want to look at the energy sector. If you have a time horizon of a couple of years, should be good but there could still be some price decrease.

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Another tough day today. They purchased some assets from Sparton and the market has penalized them for that. The sector as a whole is getting beaten up. It is a good company. If you are looking for income, you probably don’t want to look at the energy sector. If you have a time horizon of a couple of years, should be good but there could still be some price decrease.

TOP PICK
TOP PICK
October 25, 2018

Is a defensive name. If we are seeing a rotation out of growth names, then BCE should benefit. Dividend yield is good and will continue to grow. There is also stock appreciation potential. 5G rollout will happen in Canada. This is a solid name to own. Yield = 5.76%

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BCE Inc. (BCE-T)
October 25, 2018

Is a defensive name. If we are seeing a rotation out of growth names, then BCE should benefit. Dividend yield is good and will continue to grow. There is also stock appreciation potential. 5G rollout will happen in Canada. This is a solid name to own. Yield = 5.76%

TOP PICK
TOP PICK
October 25, 2018

Has totally sold off recently and is an attractive value now. He likes the Canadian banks but he thinks the US banks are better poised to increase with increasing interest rates. He is neutral on the Canadian dollar and thinks the US banks are undervalued.

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Has totally sold off recently and is an attractive value now. He likes the Canadian banks but he thinks the US banks are better poised to increase with increasing interest rates. He is neutral on the Canadian dollar and thinks the US banks are undervalued.