Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 26, 2018

Housing is slowing, but the U.S. consumer remains strong. He sees 20% EPS growth. It's had a nice pullback, but is still expensive. It'll likely rally when the market does, but it's too rich for him/

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Home Depot (HD-N)
October 26, 2018

Housing is slowing, but the U.S. consumer remains strong. He sees 20% EPS growth. It's had a nice pullback, but is still expensive. It'll likely rally when the market does, but it's too rich for him/

DON'T BUY
DON'T BUY
October 26, 2018

They just missed their Q2. He sees -3% AFFO growth into 2019. 106% payout ratio not fully funded and has high debt. Good news is that occupancy is increasing. It's very cheap at 11.5x earnings. But there are better names that have sold down during this correction. But you'll probably be okay with this as long as the economy stays strong. 9.5% dividend.

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They just missed their Q2. He sees -3% AFFO growth into 2019. 106% payout ratio not fully funded and has high debt. Good news is that occupancy is increasing. It's very cheap at 11.5x earnings. But there are better names that have sold down during this correction. But you'll probably be okay with this as long as the economy stays strong. 9.5% dividend.

BUY
BUY
October 26, 2018

It's a little scary because it involves a lawsuit, which MFC considers unfounded. Anything can happen at a trial. But he feels that case law and common sense clearly support MFC. The good news it that they will clear their shorts. The lawsuit and short report have hid the fact that MFC has been showing better consistency. He see 9% share and dividend growth trading 7.2x earnings. If you own a lot of this, don't add to be safe. If you don't, yes you can buy it. He believes Manulife will clear this hurdle.

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Manulife Financial (MFC-T)
October 26, 2018

It's a little scary because it involves a lawsuit, which MFC considers unfounded. Anything can happen at a trial. But he feels that case law and common sense clearly support MFC. The good news it that they will clear their shorts. The lawsuit and short report have hid the fact that MFC has been showing better consistency. He see 9% share and dividend growth trading 7.2x earnings. If you own a lot of this, don't add to be safe. If you don't, yes you can buy it. He believes Manulife will clear this hurdle.

BUY
BUY
October 26, 2018

Just made a recent acqusition that's doing well. 78% payout ratio. 7% dividend is fine this year. Sees 20% EPS growth. 11x earnings, lower than 14x 4-year average. He likes it. It's held up really well when other industrials are getting killed. The one problem though is their net debt-to-EBITDA which is 3x. This is trending in the right direction.

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Exchange Income (EIF-T)
October 26, 2018

Just made a recent acqusition that's doing well. 78% payout ratio. 7% dividend is fine this year. Sees 20% EPS growth. 11x earnings, lower than 14x 4-year average. He likes it. It's held up really well when other industrials are getting killed. The one problem though is their net debt-to-EBITDA which is 3x. This is trending in the right direction.

BUY WEAKNESS
BUY WEAKNESS
October 26, 2018

The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

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The whole group has gotten cheap, but he sees little growth with this one, not until 2020 with some of their U.S. assets. Boasts a 12% discount in its NAV. It's a yield proxy. There are better REITs, but the current price of this is decent.

BUY
BUY
October 26, 2018

They have the highest return on tangible common equity and the best growth rate among US banks. Citigroup is fine too and they beat Q3 earnings by 5 cents and raised their full-year guidance. For both, he sees 20% EPS growth. It's cheap at 9x earnings.

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They have the highest return on tangible common equity and the best growth rate among US banks. Citigroup is fine too and they beat Q3 earnings by 5 cents and raised their full-year guidance. For both, he sees 20% EPS growth. It's cheap at 9x earnings.

BUY
BUY
October 26, 2018

Citigroup beat Q3 earnings by 5 cents and raised their full-year guidance. He sees 20% EPS growth.

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Citigroup Inc. (C-N)
October 26, 2018

Citigroup beat Q3 earnings by 5 cents and raised their full-year guidance. He sees 20% EPS growth.