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.
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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$1.810
Owned
Yes
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.
(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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$57.180
Owned
Yes
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.
(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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$1066.150
Owned
Yes
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.
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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$31.620
Owned
Yes
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.
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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$56.250
Owned
No
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.
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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$25.540
Owned
Yes
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.
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.
Rob Tetrault
Portfolio Manager and Senior Vice-President, Tetrault Wealth Advisory Group from National Bank
Price
$17.090
Owned
No