Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 28, 2018
They have recently taken profit. He still likes it and may consider getting back in. There are headwinds with slower iPhone sales, but there is no other big cap that offers the same growth potential. He wonders if growth in emerging markets potentially being for lower cost phones.
Apple (AAPL-Q)
November 28, 2018
They have recently taken profit. He still likes it and may consider getting back in. There are headwinds with slower iPhone sales, but there is no other big cap that offers the same growth potential. He wonders if growth in emerging markets potentially being for lower cost phones.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$180.940
Owned
No
DON'T BUY
DON'T BUY
November 28, 2018
He looked at it a year ago while it was going through re-structuring. He thinks it still has not fully bottomed in price. They are now selling parts of the business to pay down debt and funding costs may be going up. About 40% of their business is in turbine power business and that may be slowing down.
General Electric (GE-N)
November 28, 2018
He looked at it a year ago while it was going through re-structuring. He thinks it still has not fully bottomed in price. They are now selling parts of the business to pay down debt and funding costs may be going up. About 40% of their business is in turbine power business and that may be slowing down.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$7.740
Owned
No
HOLD
HOLD
November 28, 2018
He sold this about 2 years ago. As the US housing market recovered this had done well. Now that US housing is slowing and US interest rates may be near 5-6%, he thinks this could further impact demand. He likes the yield and thinks it would continue to be a hold. (Analysts’ price target is $13.86)
He sold this about 2 years ago. As the US housing market recovered this had done well. Now that US housing is slowing and US interest rates may be near 5-6%, he thinks this could further impact demand. He likes the yield and thinks it would continue to be a hold. (Analysts’ price target is $13.86)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$10.330
Owned
No
HOLD
HOLD
November 28, 2018
A record Black Friday and strong Cyber Monday. This is not a valuation they could justify owning now at. They are expanding into many markets, but the multiples are just too high.
Amazon.com (AMZN-Q)
November 28, 2018
A record Black Friday and strong Cyber Monday. This is not a valuation they could justify owning now at. They are expanding into many markets, but the multiples are just too high.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$1677.750
Owned
No
DON'T BUY
DON'T BUY
November 28, 2018
The integration of WGL and concerns over funding costs were overshadowed by a weak quarterly earnings report. They sold out at $18.25. They own good quality assets, but financing costs and concerns over higher interest rates is casting doubt out the dividend being maintained. Their risk management would not allow them to enter into this.
Altagas Ltd (ALA-T)
November 28, 2018
The integration of WGL and concerns over funding costs were overshadowed by a weak quarterly earnings report. They sold out at $18.25. They own good quality assets, but financing costs and concerns over higher interest rates is casting doubt out the dividend being maintained. Their risk management would not allow them to enter into this.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$14.000
Owned
No
HOLD
HOLD
November 28, 2018
He owns it and believes the market over-punished it for the recent missed earnings. He still likes it and is closing to adding more to their position. Yield 6%. (Analysts’ price target is $39.67)
Keyera Corp (KEY-T)
November 28, 2018
He owns it and believes the market over-punished it for the recent missed earnings. He still likes it and is closing to adding more to their position. Yield 6%. (Analysts’ price target is $39.67)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$28.230
Owned
Unknown
BUY
BUY
November 28, 2018
He likes the asset management model going forward. They have a great reputation for running their business. It would be highly leveraged to the US market. He would prefer to own the parent company (BX-N), who is less levered to European assets.
He likes the asset management model going forward. They have a great reputation for running their business. It would be highly leveraged to the US market. He would prefer to own the parent company (BX-N), who is less levered to European assets.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$35.440
Owned
No