Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 8, 2018
LB-T vs. BNS-T. Both are safe. He owns BNS-T. It is never a good idea to chase yield. BNS-T is the most international bank in Canada.
Bank of Nova Scotia(BNS-T)
November 8, 2018
LB-T vs. BNS-T. Both are safe. He owns BNS-T. It is never a good idea to chase yield. BNS-T is the most international bank in Canada.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$71.500
Owned
Yes
BUY
BUY
November 8, 2018
It pays a good, safe, dividend. A great deal of its assets are in Europe. Investors don't like that they made an acquisition of a company with a lot of assets in Saskatchewan.
Vermilion Energy Inc(VET-T)
November 8, 2018
It pays a good, safe, dividend. A great deal of its assets are in Europe. Investors don't like that they made an acquisition of a company with a lot of assets in Saskatchewan.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$32.490
Owned
Yes
COMMENT
COMMENT
November 8, 2018
He owns two others. Recently there has been a lot of talk about infrastructure but not an awful lot of work being done. He likes the industry long term. Short term it has more to do with what is in their portfolio of projects and he says don't buy.
WSP Global Inc.(WSP-T)
November 8, 2018
He owns two others. Recently there has been a lot of talk about infrastructure but not an awful lot of work being done. He likes the industry long term. Short term it has more to do with what is in their portfolio of projects and he says don't buy.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$67.100
Owned
No
DON'T BUY
DON'T BUY
November 8, 2018
They were doing okay as long as US housing was. Canadian business is almost irrelevant. You want to buy when it looks like new home construction is picking up. It is too early to look at this company.
Norbord Inc(OSB-T)
November 8, 2018
They were doing okay as long as US housing was. Canadian business is almost irrelevant. You want to buy when it looks like new home construction is picking up. It is too early to look at this company.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$36.120
Owned
Unknown
BUY
BUY
November 8, 2018
Long term his outlook is good. They went through their restructuring. They bit off more than they could chew in a recent acquisition. Their outlook has improved substantially. As interest rates go up, however, they get hurt as a lot of investors buy them for the dividend.
Enbridge(ENB-T)
November 8, 2018
Long term his outlook is good. They went through their restructuring. They bit off more than they could chew in a recent acquisition. Their outlook has improved substantially. As interest rates go up, however, they get hurt as a lot of investors buy them for the dividend.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$43.320
Owned
Unknown
DON'T BUY
DON'T BUY
November 8, 2018
A medium sized investment manager. They service high net worth individuals and institutions. They charge performance fees. It is a profitable business when markets are going up. That is not where they are now.
A medium sized investment manager. They service high net worth individuals and institutions. They charge performance fees. It is a profitable business when markets are going up. That is not where they are now.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$11.180
Owned
Unknown
TOP PICK
TOP PICK
November 8, 2018
The forth biggest bank in the US and the second biggest market cap in the word. Previous management sold inappropriate products to customers so they are in the penalty box with regulators. It has a great franchise, growth prospects look good but sells at a discount. He uses this as an opportunity to buy the stock. He refers the banking environment in the US. They are much more sensitive to rising interest rates, in a positive sense, to Canadian banks. (Analysts’ price target is $62.43)
Wells Fargo(WFC-N)
November 8, 2018
The forth biggest bank in the US and the second biggest market cap in the word. Previous management sold inappropriate products to customers so they are in the penalty box with regulators. It has a great franchise, growth prospects look good but sells at a discount. He uses this as an opportunity to buy the stock. He refers the banking environment in the US. They are much more sensitive to rising interest rates, in a positive sense, to Canadian banks. (Analysts’ price target is $62.43)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$53.160
Owned
Yes