Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 20, 2018
Recent addition for him. Likes its underlying businesses. Its structure is causing uncertainty, but he sees this as an opportunity going forward. Will be more stalwart than tech stocks. It’s on sale, so an opportunity to add. Sit tight, good things to come with this company.
DowDuPont Inc. (DWDP-N)
November 20, 2018
Recent addition for him. Likes its underlying businesses. Its structure is causing uncertainty, but he sees this as an opportunity going forward. Will be more stalwart than tech stocks. It’s on sale, so an opportunity to add. Sit tight, good things to come with this company.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$56.370
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 20, 2018
(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$108.450
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 20, 2018
(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
(A Top Pick Feb 14/18, Up 6%) Good holding for a long term investor. Pipeline company for water, infrastructure, toll roads. They tend to buy low, make it better, sell it, and redeploy the money. Yield is 4.5%, and yield is valuable in uncertain markets.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$51.480
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 20, 2018
(A Top Pick Feb 14/18, Down 33%) No good news on Canadian energy since the summer. On the flipside, they’re good fundamentally, more disciplined, paying down debt, balance sheets in good shape. Kelt is doing all the right things for the long term.
Kelt Exploration (KEL-T)
November 20, 2018
(A Top Pick Feb 14/18, Down 33%) No good news on Canadian energy since the summer. On the flipside, they’re good fundamentally, more disciplined, paying down debt, balance sheets in good shape. Kelt is doing all the right things for the long term.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$4.770
Owned
Yes
DON'T BUY
DON'T BUY
November 20, 2018
Stocks that don’t meet expectations or miss slightly get hit hard. Q3 earnings missed. Walmart has a better platform. A tough space overall. Prefers Walmart or Costco, or even Amazon looks compelling.
Target Corp (TGT-N)
November 20, 2018
Stocks that don’t meet expectations or miss slightly get hit hard. Q3 earnings missed. Walmart has a better platform. A tough space overall. Prefers Walmart or Costco, or even Amazon looks compelling.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$69.030
Owned
Unknown
DON'T BUY
DON'T BUY
November 20, 2018
Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.
CVS Health Corp (CVS-N)
November 20, 2018
Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$75.520
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
November 20, 2018
Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages.
Shopify Inc. (SHOP-T)
November 20, 2018
Canada Post strike will affect retailers. Longer term, things are moving to online, and this company can help small businesses do that. Concerned about the valuation. If they miss earnings, the valuation will compress. If you’re getting in, do it in stages.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$179.340
Owned
Unknown