Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Sep 21/18, Up 32%) This is a cash flow play. They have positive cash flow. They have strong management and is clearly oversold. They are profitable. He did not expect oil to drop to $59. It is more volatile than the index. It is a safe, risky play.
Show full opinionHide full opinion
Surge Energy Inc (SGY-T)
November 9, 2018
(A Top Pick Sep 21/18, Up 32%) This is a cash flow play. They have positive cash flow. They have strong management and is clearly oversold. They are profitable. He did not expect oil to drop to $59. It is more volatile than the index. It is a safe, risky play.
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Sep 21/18, Down 1%) They have a recurring revenue model. This is a global play. They keep adding to their portfolio of assets they manage. They hit a home run on their latest earnings report. They beat both top and bottom line and have good guidance for next year.
Show full opinionHide full opinion
(A Top Pick Sep 21/18, Down 1%) They have a recurring revenue model. This is a global play. They keep adding to their portfolio of assets they manage. They hit a home run on their latest earnings report. They beat both top and bottom line and have good guidance for next year.
PAST TOP PICK
PAST TOP PICK
November 9, 2018
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
Show full opinionHide full opinion
(A Top Pick Sep 21/18, Down 8%) They are a market disrupter and in 5-10 years, you won’t care what you paid for this. They have a number of different revenue streams. The current drop in stock value is a significant over reaction. Is trading at a forward multiple of 24X. This is one of the best, safest growth names. He would definitely hang on to this name.
DON'T BUY
DON'T BUY
November 9, 2018
There is a strong value but it broke technically. There is a lot of concern about the quality of the assets. Yield is 8.9%. He prefers other names to this. He is worried about the yield. With oil at $59, this will decrease their cash flow.
Show full opinionHide full opinion
There is a strong value but it broke technically. There is a lot of concern about the quality of the assets. Yield is 8.9%. He prefers other names to this. He is worried about the yield. With oil at $59, this will decrease their cash flow.
HOLD
HOLD
November 9, 2018
The yield is 4.9%. This is a safe hold. He has a $58 target on it. Dividend is safe. It has a low payout ratio for a REIT. They are doing a large transition now. He would hold on to this.
Show full opinionHide full opinion
Granite REIT (GRT.UN-T)
November 9, 2018
The yield is 4.9%. This is a safe hold. He has a $58 target on it. Dividend is safe. It has a low payout ratio for a REIT. They are doing a large transition now. He would hold on to this.
BUY
BUY
November 9, 2018
He likes all the Brookfield companies. They own the actual properties. They are all over the alternate asset space. Therefore, he believes they have a very bright future.
Show full opinionHide full opinion
He likes all the Brookfield companies. They own the actual properties. They are all over the alternate asset space. Therefore, he believes they have a very bright future.
DON'T BUY
DON'T BUY
November 9, 2018
Sentiment that the commodity has to turn around, it has been a very long negative period for the gold stocks. Gold stocks are not a great hedge to stock market correction or recession. The company is not profitable and are paying a dividend. They need higher prices for the dividend to survive. He believes they should not be paying a dividend.
Show full opinionHide full opinion
Barrick Gold (ABX-T)
November 9, 2018
Sentiment that the commodity has to turn around, it has been a very long negative period for the gold stocks. Gold stocks are not a great hedge to stock market correction or recession. The company is not profitable and are paying a dividend. They need higher prices for the dividend to survive. He believes they should not be paying a dividend.