Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 22, 2018
It is going to be more offensive going into 2019. There were so many headwinds on the company. There will be more oil getting out of Canada and this should be a good thing for oil. They reduced their debt. They are checking all the boxes. They say they are going to grow the dividend next year by 10%. Here is a place you can get total returns of 12-13% in the next 6 months. (Analysts’ price target is $53.83)
Enbridge (ENB-T)
November 22, 2018
It is going to be more offensive going into 2019. There were so many headwinds on the company. There will be more oil getting out of Canada and this should be a good thing for oil. They reduced their debt. They are checking all the boxes. They say they are going to grow the dividend next year by 10%. Here is a place you can get total returns of 12-13% in the next 6 months. (Analysts’ price target is $53.83)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$44.020
Owned
Yes
TOP PICK
TOP PICK
November 22, 2018
They do not have a data privacy overhang like lots of other FANG stocks have. They pivoted themselves to the cloud. They are doing good things for the enterprise. They pay a pretty good dividend. The stock will continue to grow at 15%+ for the next while. If you get this next week or so on the pull back close to $100, that would be good. (Analysts’ price target is $125.77)
Microsoft (MSFT-Q)
November 22, 2018
They do not have a data privacy overhang like lots of other FANG stocks have. They pivoted themselves to the cloud. They are doing good things for the enterprise. They pay a pretty good dividend. The stock will continue to grow at 15%+ for the next while. If you get this next week or so on the pull back close to $100, that would be good. (Analysts’ price target is $125.77)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
November 22, 2018
They have a good, innovative pipeline. If you can get it in the low $50s, it will be a $60 stock next year. This is a good entry point. He likes it here below multiple multiples. (Analysts’ price target is $59.23)
They have a good, innovative pipeline. If you can get it in the low $50s, it will be a $60 stock next year. This is a good entry point. He likes it here below multiple multiples. (Analysts’ price target is $59.23)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 22, 2018
(A Top Pick Jan 10/18, Up 22%) Often last year's losers are this year's winners. This one he warmed up to when it had a good set-up. It is one of his main holdings in the healthcare space. They are becoming more innovative.
Pfizer Inc (PFE-N)
November 22, 2018
(A Top Pick Jan 10/18, Up 22%) Often last year's losers are this year's winners. This one he warmed up to when it had a good set-up. It is one of his main holdings in the healthcare space. They are becoming more innovative.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 22, 2018
(A Top Pick Jan 10/18, Down 30%) They had about 5 years straight of bad performance, then half a year up and then back to the old ways. It is probably the best French bank. They will spring higher if BREXIT gets a check mark and Italy solves its budget problems. They will always trade at a lower multiple than North American banks because something always springs up in terms of a headline risk.
BNP Paribas (BNP-FP)
November 22, 2018
(A Top Pick Jan 10/18, Down 30%) They had about 5 years straight of bad performance, then half a year up and then back to the old ways. It is probably the best French bank. They will spring higher if BREXIT gets a check mark and Italy solves its budget problems. They will always trade at a lower multiple than North American banks because something always springs up in terms of a headline risk.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$44.285
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 22, 2018
(A Top Pick Jan 10/18, Down 31%) These should be safer than the producers. But as soon as a producer turns off the tap, the royalty does not have to be paid. This is really good value here. This is a play on oil returning to better times.
Freehold Royalties (FRU-T)
November 22, 2018
(A Top Pick Jan 10/18, Down 31%) These should be safer than the producers. But as soon as a producer turns off the tap, the royalty does not have to be paid. This is really good value here. This is a play on oil returning to better times.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$9.250
Owned
Yes
HOLD
HOLD
November 22, 2018
They are still guiding for 8-10% earnings growth. They are stable. They should be able to grow the dividend 4-5% a year. It is off along with the market. This and MFC-T are global companies now. MFC-T looks cheaper so he would buy that over SLF-T, which is trading at a 10% premium to its market multiple. Don't sell it.
They are still guiding for 8-10% earnings growth. They are stable. They should be able to grow the dividend 4-5% a year. It is off along with the market. This and MFC-T are global companies now. MFC-T looks cheaper so he would buy that over SLF-T, which is trading at a 10% premium to its market multiple. Don't sell it.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$48.380
Owned
Unknown