Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 6, 2018
He hasn't been in materials for a long time, so this holding is new for him. TECK is in coal which is stable because they sell it to the Japanese who are long-term buyers. TECK is also in copper and the Oil Sands. Prices will be okay for oil. They've added a lot debt to the balance sheet, but he bought it because they're paying it off and can manage it. The materials cycle will start again; he's confident the tariff situation will resolve itself soon. It's had a big pullback. but boasts a clean balance sheet while earnings will grow. Emerging markets will turn around. (Analysts’ price target is $40.17)
He hasn't been in materials for a long time, so this holding is new for him. TECK is in coal which is stable because they sell it to the Japanese who are long-term buyers. TECK is also in copper and the Oil Sands. Prices will be okay for oil. They've added a lot debt to the balance sheet, but he bought it because they're paying it off and can manage it. The materials cycle will start again; he's confident the tariff situation will resolve itself soon. It's had a big pullback. but boasts a clean balance sheet while earnings will grow. Emerging markets will turn around. (Analysts’ price target is $40.17)
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$27.610
Owned
Yes
TOP PICK
TOP PICK
November 6, 2018
Has long owned this. It's corrected and he bought because the US banks will do well as America normalizes its yield curve. Pays a 2.2% yield. Regulations are still coming off that will benefit all banks. has the potential to increase dividends and earnings. He's added to his position recently. His favourite U.S. bank. (Analysts’ price target is $34.41)
Bank of America(BAC-N)
November 6, 2018
Has long owned this. It's corrected and he bought because the US banks will do well as America normalizes its yield curve. Pays a 2.2% yield. Regulations are still coming off that will benefit all banks. has the potential to increase dividends and earnings. He's added to his position recently. His favourite U.S. bank. (Analysts’ price target is $34.41)
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$28.210
Owned
Yes
TOP PICK
TOP PICK
November 6, 2018
Likes it for its Millennial demographic play; they will be buying homes and fixing them up. Good earnings growth, well-run and have been increasing their dividend in recent years. This should reach past highs again. (Analysts’ price target is $212.59)
Home Depot(HD-N)
November 6, 2018
Likes it for its Millennial demographic play; they will be buying homes and fixing them up. Good earnings growth, well-run and have been increasing their dividend in recent years. This should reach past highs again. (Analysts’ price target is $212.59)
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$182.010
Owned
Yes
BUY
BUY
November 6, 2018
Lloyds vs. ING 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.
ING Groep NV(ING-N)
November 6, 2018
Lloyds vs. ING 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.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$12.790
Owned
Yes
DON'T BUY
DON'T BUY
November 6, 2018
It's been really hammered through production shortfalls. It looks cheap, but investors question how they can allocate capital effectively.
Eldorado Gold(ELD-T)
November 6, 2018
It's been really hammered through production shortfalls. It looks cheap, but investors question how they can allocate capital effectively.
Rick Rule
Pres. & CEO, Sprott USA
Price
$0.970
Owned
No
DON'T BUY
DON'T BUY
November 6, 2018
Highly leveraged to an increased higher silver price. This is popular with Americans and silver bugs, but he wouldn't own it.
Americas Silver Corp(USA-T)
November 6, 2018
Highly leveraged to an increased higher silver price. This is popular with Americans and silver bugs, but he wouldn't own it.
Rick Rule
Pres. & CEO, Sprott USA
Price
$2.730
Owned
No
COMMENT
COMMENT
November 6, 2018
The Barkerville district has a lot of prospectivity. Their individual drill results are excellent but under the control of the Osisko company. He doesn't own it, because has a hard time getting the drill holes to tie together. That said, the district has a lot of promise and the exploration team is strong. The stock could go higher.
The Barkerville district has a lot of prospectivity. Their individual drill results are excellent but under the control of the Osisko company. He doesn't own it, because has a hard time getting the drill holes to tie together. That said, the district has a lot of promise and the exploration team is strong. The stock could go higher.
Rick Rule
Pres. & CEO, Sprott USA
Price
$0.405
Owned
No