Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 22, 2018
He owns a lot less of all oil companies than a couple of years ago. It is a tough business because you can't support your revenue line. They are good stewards of capital. Under the right circumstances, this would be a stock to buy. You have to be patient with it. The discount in crude will narrow back to its long term average. He does not see Line 5 in Michigan being shut down, as the democrat rep there has promised.
Whitecap Resources(WCP-T)
November 22, 2018
He owns a lot less of all oil companies than a couple of years ago. It is a tough business because you can't support your revenue line. They are good stewards of capital. Under the right circumstances, this would be a stock to buy. You have to be patient with it. The discount in crude will narrow back to its long term average. He does not see Line 5 in Michigan being shut down, as the democrat rep there has promised.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$5.450
Owned
Yes
BUY
BUY
November 22, 2018
He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00)
CVS Health Corp(CVS-N)
November 22, 2018
He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
Yes
BUY
BUY
November 22, 2018
It is a natural gas producer. He likes the setup for Canadian gas stocks. He bought in the fall. We are starting to get a cold winter. It set a record in Toronto last night. KEL-T was highlighted to him this week as one that gets a pretty good price for its gas and he recommends it also. He likes the gas trade here.
It is a natural gas producer. He likes the setup for Canadian gas stocks. He bought in the fall. We are starting to get a cold winter. It set a record in Toronto last night. KEL-T was highlighted to him this week as one that gets a pretty good price for its gas and he recommends it also. He likes the gas trade here.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$4.130
Owned
Yes
BUY
BUY
November 22, 2018
They provide camps and catering to oil and gas projects. They are a major player in a new project that has not even started. He still likes it and it is one of his top ideas. Anywhere here is a good entry point.
They provide camps and catering to oil and gas projects. They are a major player in a new project that has not even started. He still likes it and it is one of his top ideas. Anywhere here is a good entry point.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$2.430
Owned
Yes
BUY
BUY
November 22, 2018
He likes it. If you are going to buy a utility, remember that it is interest sensitive. In the last month utilities have outperformed. It is a haven where people hide. FTS-T has a $17 Billion growth plan over 5 years that is well funded. TA-T is the one he owns.
Fortis Inc.(FTS-T)
November 22, 2018
He likes it. If you are going to buy a utility, remember that it is interest sensitive. In the last month utilities have outperformed. It is a haven where people hide. FTS-T has a $17 Billion growth plan over 5 years that is well funded. TA-T is the one he owns.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$46.240
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 22, 2018
A consumer staple name that is doing the right thing by downplaying their bread and butter business. They are getting more into sports drinks to diversify. It should trade at a premium. You should buy when it trades down. He has PEP-T right now.
Coca-Cola Company(KO-N)
November 22, 2018
A consumer staple name that is doing the right thing by downplaying their bread and butter business. They are getting more into sports drinks to diversify. It should trade at a premium. You should buy when it trades down. He has PEP-T right now.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
No
BUY
BUY
November 22, 2018
[Caller wanted a 10 year opinion] It's a tough call. He does not know where this industry will be in 10 years. It finally cracked over the last 12 months because less and less people go to the movies. It snowballed because streaming went to a scale where the family might just want to stay in and watch their mobile devices. It has finally hit their business model. They are doing gaming now. It might do well over the next year. They could get taken out. The stock moves on content so it depends on how good the movie slate is this season.
Cineplex Inc(CGX-T)
November 22, 2018
[Caller wanted a 10 year opinion] It's a tough call. He does not know where this industry will be in 10 years. It finally cracked over the last 12 months because less and less people go to the movies. It snowballed because streaming went to a scale where the family might just want to stay in and watch their mobile devices. It has finally hit their business model. They are doing gaming now. It might do well over the next year. They could get taken out. The stock moves on content so it depends on how good the movie slate is this season.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$25.990
Owned
No