Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 6, 2018
How to invest $100,000 over 6-12 month horizon? That's a short term. Get invested, because markets worldwide, especially emerging, are down now. He suggests getting into an emerging market ETF, but talk to an advisor about allocation. Canadian banks are good to buy on a pullback, because they're an oligopoly. The U.S. markets have also pulled back, though much as much as other regions. For 6-12 months, you're a trader, not an investor, so look at emerging markets to trade.
CASH (CASH)
November 6, 2018
How to invest $100,000 over 6-12 month horizon? That's a short term. Get invested, because markets worldwide, especially emerging, are down now. He suggests getting into an emerging market ETF, but talk to an advisor about allocation. Canadian banks are good to buy on a pullback, because they're an oligopoly. The U.S. markets have also pulled back, though much as much as other regions. For 6-12 months, you're a trader, not an investor, so look at emerging markets to trade.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.010
Owned
Unknown
BUY
BUY
November 6, 2018
The U.S. banks will have another run. He prefers another American bank, but Citi is fine. There'll be tailwinds, not headwinds for American banks after this correction. You can add to Citi now.
CitiGroup (C-N)
November 6, 2018
The U.S. banks will have another run. He prefers another American bank, but Citi is fine. There'll be tailwinds, not headwinds for American banks after this correction. You can add to Citi now.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$66.680
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
November 6, 2018
He owns nothing in this sector, because international money isn't flowing into this sector. They are strategically placed. Look at this if you are long-term only. KEY isn't a bad choice.
Keyera Corp (KEY-T)
November 6, 2018
He owns nothing in this sector, because international money isn't flowing into this sector. They are strategically placed. Look at this if you are long-term only. KEY isn't a bad choice.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$33.750
Owned
No
BUY
BUY
November 6, 2018
Well-run and he will buy more. It's been pulled back so now is a buying opportunity. An integrated company that does entertainment and delivers toys as a package.
Spin Master Corp (TOY-T)
November 6, 2018
Well-run and he will buy more. It's been pulled back so now is a buying opportunity. An integrated company that does entertainment and delivers toys as a package.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$47.280
Owned
Yes
BUY
BUY
November 6, 2018
A very good bank with better numbers (sometimes) than the big 5. It has a clearing corp that he uses; it settles the back-office trades for most of the independents in Canada, totalling $250 billion that NA settles for. Well-run. Weathered this correction well. Pays a higher dividend than the big 5. A very good hold. Sees no weaknesses.
A very good bank with better numbers (sometimes) than the big 5. It has a clearing corp that he uses; it settles the back-office trades for most of the independents in Canada, totalling $250 billion that NA settles for. Well-run. Weathered this correction well. Pays a higher dividend than the big 5. A very good hold. Sees no weaknesses.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$60.230
Owned
Unknown
BUY
BUY
November 6, 2018
A trading stock, not a long-term hold. Still no clarity about what Airbus is doing. Caught in the current pullback. Get a good position and throw the dart.
A trading stock, not a long-term hold. Still no clarity about what Airbus is doing. Caught in the current pullback. Get a good position and throw the dart.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$3.110
Owned
No
BUY
BUY
November 6, 2018
It looks very good, though it's not cheap. He sold his shares, because the metrics didn't work, but they continue to grow yet keep their margins. They're in a volatile space though. An excellent stock. It needs to correct more before he re-buys it. You can trade this, but can also invest in it.
Shopify Inc. (SHOP-T)
November 6, 2018
It looks very good, though it's not cheap. He sold his shares, because the metrics didn't work, but they continue to grow yet keep their margins. They're in a volatile space though. An excellent stock. It needs to correct more before he re-buys it. You can trade this, but can also invest in it.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$185.150
Owned
No