Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 26, 2018

A pure zinc play. They successfully did debt financing last year. Balance sheet and operations look good. Has met with management twice. They just said that Caribou Mine in New Brunswick will underperform, but their Burkino Faso mine will make up for it. Their numbers will still be good. Price to cash flow at 2x next year. The stock is decimated now, so it's a good time to buy, and could be weak in forthcoming tax-loss selling. (Analysts' price target $1.39)

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Trevali Mining Corp (TV-T)
October 26, 2018

A pure zinc play. They successfully did debt financing last year. Balance sheet and operations look good. Has met with management twice. They just said that Caribou Mine in New Brunswick will underperform, but their Burkino Faso mine will make up for it. Their numbers will still be good. Price to cash flow at 2x next year. The stock is decimated now, so it's a good time to buy, and could be weak in forthcoming tax-loss selling. (Analysts' price target $1.39)

BUY
BUY
October 26, 2018

He doesn't see growth into 2020, but the coastal link for the LNG Kitamat should propel free cash flow. Trading at a cheap 15x earnings. Stable payout ratio. He likes it. You can add to it at these levels.

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TC Energy (TRP-T)
October 26, 2018

He doesn't see growth into 2020, but the coastal link for the LNG Kitamat should propel free cash flow. Trading at a cheap 15x earnings. Stable payout ratio. He likes it. You can add to it at these levels.

BUY
BUY
October 26, 2018

It's come down a lot after a big run. It should advance again. Their Q3 report was decent, a beat. They're on track to meet their full-year guidance. It trades at 9.4x earnings and is well-capitalized. Little wrong here, but the banking sector is nervous because the Democrats could win and water down deregulation.

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Bank of America (BAC-N)
October 26, 2018

It's come down a lot after a big run. It should advance again. Their Q3 report was decent, a beat. They're on track to meet their full-year guidance. It trades at 9.4x earnings and is well-capitalized. Little wrong here, but the banking sector is nervous because the Democrats could win and water down deregulation.

BUY
BUY
October 26, 2018

They report next week. He doesn't think they'll be in the doghouse much longer. He sees 25% EPS growth. One third of the planet are clients to monetize. The stock may drop further, but in 3-4 months, you won't lose. FB will rise again.

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Facebook (FB-Q)
October 26, 2018

They report next week. He doesn't think they'll be in the doghouse much longer. He sees 25% EPS growth. One third of the planet are clients to monetize. The stock may drop further, but in 3-4 months, you won't lose. FB will rise again.

Greg Newman

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Price
$145.370
Owned
Unknown
BUY
BUY
October 26, 2018

All industrials across North America have sold off, not just RUS. They're enjoying their highest margins since 2008. The balance sheet and payout ratio are fine. A smaller, illiquid name. In a bear market, this will get hit more. But he likes it even at current levels and thinks it is oversold.

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Russel Metals (RUS-T)
October 26, 2018

All industrials across North America have sold off, not just RUS. They're enjoying their highest margins since 2008. The balance sheet and payout ratio are fine. A smaller, illiquid name. In a bear market, this will get hit more. But he likes it even at current levels and thinks it is oversold.

HOLD
HOLD
October 26, 2018

This is getting whipped around like all energy stocks. They just made an accretive acquisition. The balance sheet is now very reasonable. Payout ratio is 94%. Pays a 4.1% dividend. 4.8x valuation. He likes it, but wouldn't throw a lot of money at this until the oil patch improves (the wide WCS discount vs. WTI). You can hold onto it. Oil in general won't improve until pipelines are built.

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Surge Energy Inc (SGY-T)
October 26, 2018

This is getting whipped around like all energy stocks. They just made an accretive acquisition. The balance sheet is now very reasonable. Payout ratio is 94%. Pays a 4.1% dividend. 4.8x valuation. He likes it, but wouldn't throw a lot of money at this until the oil patch improves (the wide WCS discount vs. WTI). You can hold onto it. Oil in general won't improve until pipelines are built.

BUY
BUY
October 26, 2018

All Canadian banks are cheap now. There are concerns about Canadian debt levels effecting housing, but there are steps taken to cool that down. Valuations are very low. RY has a lot of deposits and good U.S. prescence, many levers to pull. TD, RY and BMO is how he'd rank the banks and you can buy them all now at these levels.

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Royal Bank (RY-T)
October 26, 2018

All Canadian banks are cheap now. There are concerns about Canadian debt levels effecting housing, but there are steps taken to cool that down. Valuations are very low. RY has a lot of deposits and good U.S. prescence, many levers to pull. TD, RY and BMO is how he'd rank the banks and you can buy them all now at these levels.