Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 6, 2018
Recommended it a few years, because he thought the Shoppers Drug Mart deal would be a catalyst. But he sold his shares last year. It's hard to turn around a big company, and this has been turning for a while. They haven't found the magic formula yet and the stock has been flat.
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Loblaw Companies Ltd (L-T)
November 6, 2018
Recommended it a few years, because he thought the Shoppers Drug Mart deal would be a catalyst. But he sold his shares last year. It's hard to turn around a big company, and this has been turning for a while. They haven't found the magic formula yet and the stock has been flat.
BUY
BUY
November 6, 2018
He's long owned this. European banks are cheap like American ones in 2015-6 before they took off. SAN does 25% business in Brazil, and their recent election brings clarity. So, their economy is ready to go. SAN is a well-managed bank. The problem with Europe is getting their central bank to normalize the yield curve, and until then it'll be tough slogging.
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Banco Santander SA (SAN-N)
November 6, 2018
He's long owned this. European banks are cheap like American ones in 2015-6 before they took off. SAN does 25% business in Brazil, and their recent election brings clarity. So, their economy is ready to go. SAN is a well-managed bank. The problem with Europe is getting their central bank to normalize the yield curve, and until then it'll be tough slogging.
DON'T BUY
DON'T BUY
November 6, 2018
He owned this earlier this year. The prospects looked okay, but then issues arose and he moved to the sidelines to wait.
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He owned this earlier this year. The prospects looked okay, but then issues arose and he moved to the sidelines to wait.
BUY
BUY
November 6, 2018
He likes the Canadian banks which have had a big pullback. Well-managed and pays a good yield. Now is an opportunity to buy and they should return 10% over the next year.
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He likes the Canadian banks which have had a big pullback. Well-managed and pays a good yield. Now is an opportunity to buy and they should return 10% over the next year.
COMMENT
COMMENT
November 6, 2018

Has long owned this, one of the few oils he has. Money isn't flowing into this sector, but leaving. Oil needs to find buyers. It's not a good sign when Canadian companies seek opportunities in the U.S. It says a lot about Alberta. Vermillion has 60% of its earnings outside Canada and fetches international prices. It's unfortunate, the state of Canadian oil.

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Has long owned this, one of the few oils he has. Money isn't flowing into this sector, but leaving. Oil needs to find buyers. It's not a good sign when Canadian companies seek opportunities in the U.S. It says a lot about Alberta. Vermillion has 60% of its earnings outside Canada and fetches international prices. It's unfortunate, the state of Canadian oil.

WEAK BUY
WEAK BUY
November 6, 2018
Lloyds vs. ING Bank among European banks Loves and owns ING. Their capital ratios look great. The Dutch government fined them in the last quarter. All Euro banks in the past were bailed out by government, but ING has come back in gangbusters. He prefers ING to Lloyds. Lloyds still has the Brexit overhang. All European banks are now cheap (book value, PE). Now is a buying opportunity both stocks.
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Lloyds vs. ING Bank among European banks Loves and owns ING. Their capital ratios look great. The Dutch government fined them in the last quarter. All Euro banks in the past were bailed out by government, but ING has come back in gangbusters. He prefers ING to Lloyds. Lloyds still has the Brexit overhang. All European banks are now cheap (book value, PE). Now is a buying opportunity both stocks.
BUY
BUY
November 6, 2018
Has recommended this. A great company. They've absorbed some acquisitions well. They've corrected and their outlook is good.
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WSP Global Inc. (WSP-T)
November 6, 2018
Has recommended this. A great company. They've absorbed some acquisitions well. They've corrected and their outlook is good.