Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 28, 2018
As rates rise, lifecos do well. GWL is now a value pick with low volatility. He likes its middling price momentum and solid 21% ROE. 1.4x price to book (vs. historic 2x), and trades at 7x earnings. Pays 5% yield and deecnt payout ratio. But they need to show they can redeploy capital into growth--they got the balance sheet to do that. (Analysts’ price target is $34.50)
Great West Lifeco (GWO-T)
November 28, 2018
As rates rise, lifecos do well. GWL is now a value pick with low volatility. He likes its middling price momentum and solid 21% ROE. 1.4x price to book (vs. historic 2x), and trades at 7x earnings. Pays 5% yield and deecnt payout ratio. But they need to show they can redeploy capital into growth--they got the balance sheet to do that. (Analysts’ price target is $34.50)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$30.550
Owned
Yes
TOP PICK
TOP PICK
November 28, 2018
It had a rough ride lately, because Ottawa killed a Chinese deal earlier this year. It now scores in the top 2% of his valuation. It's picked up strong price momentum. They have a huge backlog of projects. Well-positioned. (Analysts’ price target is $22.15)
Aecon Group Inc (ARE-T)
November 28, 2018
It had a rough ride lately, because Ottawa killed a Chinese deal earlier this year. It now scores in the top 2% of his valuation. It's picked up strong price momentum. They have a huge backlog of projects. Well-positioned. (Analysts’ price target is $22.15)
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$19.220
Owned
Yes
COMMENT
COMMENT
November 28, 2018
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$110.940
Owned
_N/A
COMMENT
COMMENT
November 28, 2018
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
Citigroup Inc. (C-N)
November 28, 2018
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$65.580
Owned
Unknown
STRONG BUY
STRONG BUY
November 28, 2018
It is a great time to buy. With a refinery they are not impacted to the same differential issues. He thinks oil prices will be supported with growing global demand and he thinks the Canadian heavy oil differentials with tighten next year. Yield 3.5%.
Suncor Energy Inc (SU-T)
November 28, 2018
It is a great time to buy. With a refinery they are not impacted to the same differential issues. He thinks oil prices will be supported with growing global demand and he thinks the Canadian heavy oil differentials with tighten next year. Yield 3.5%.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$43.250
Owned
No
BUY
BUY
November 28, 2018
He owns TD and it will report tomorrow. This along with Royal Bank are the two premium Canadian banks. He expects earnings in TD to be as strong as that for Royal relatively speaking. Yield 3.5%.
Toronto Dominion (TD-T)
November 28, 2018
He owns TD and it will report tomorrow. This along with Royal Bank are the two premium Canadian banks. He expects earnings in TD to be as strong as that for Royal relatively speaking. Yield 3.5%.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$73.600
Owned
Yes
HOLD
HOLD
November 28, 2018
They have had disclosure issues on some mortgages and the share price has been under pressure as a result. He prefers the larger premium banks. They have a reasonable yield and multiples.
Laurentian Bank (LB-T)
November 28, 2018
They have had disclosure issues on some mortgages and the share price has been under pressure as a result. He prefers the larger premium banks. They have a reasonable yield and multiples.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$41.330
Owned
No