Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 30, 2018
A spin-off of Brookfield Asset Management. For every 170 shares of BAM-T one owned, they received one share of TSU-T. They underwrite smaller BTB insurance. They can sell-off re-insurance for a recurring fee stream in the US – a process called “fronting”. On paper it looks like they operate at a loss, but it will be prove up in time. Yield 0%. (Analysts’ price target is $32.00)
Trisura Group (TSU-T)
November 30, 2018
A spin-off of Brookfield Asset Management. For every 170 shares of BAM-T one owned, they received one share of TSU-T. They underwrite smaller BTB insurance. They can sell-off re-insurance for a recurring fee stream in the US – a process called “fronting”. On paper it looks like they operate at a loss, but it will be prove up in time. Yield 0%. (Analysts’ price target is $32.00)
Steven Ko
President and Portfolio Manager, Steven Ko
Price
$27.150
Owned
Yes
WAIT
WAIT
November 30, 2018
Good company that he's been following, though hasn't put any money in yet. Lots of business is offshore, Europe and US mainly. Waiting for it to pull back, and it hasn't because they keep producing good results. It's a bread-and-butter business, a problem-solver for businesses.
CGI Group (A)(GIB.A-T)
November 30, 2018
Good company that he's been following, though hasn't put any money in yet. Lots of business is offshore, Europe and US mainly. Waiting for it to pull back, and it hasn't because they keep producing good results. It's a bread-and-butter business, a problem-solver for businesses.
David Cockfield
Managing Director, Northland Wealth Management
Price
$85.000
Owned
No
HOLD
HOLD
November 30, 2018
Real problem with energy and its stocks is that the psychology is totally negative. Until we see the horizon clear with oil price and supply, be very cautious about putting money in. If you hold it, you can continue to do so. (Analysts’ price target is $5.63)
Baytex Energy Corp(BTE-T)
November 30, 2018
Real problem with energy and its stocks is that the psychology is totally negative. Until we see the horizon clear with oil price and supply, be very cautious about putting money in. If you hold it, you can continue to do so. (Analysts’ price target is $5.63)
David Cockfield
Managing Director, Northland Wealth Management
Price
$2.460
Owned
Yes
COMMENT
COMMENT
November 30, 2018
More of a utility stock. Predictable and relatively safe dividend, with no significant problems. Not excited about the sideways growth.
Enbridge(ENB-T)
November 30, 2018
More of a utility stock. Predictable and relatively safe dividend, with no significant problems. Not excited about the sideways growth.
David Cockfield
Managing Director, Northland Wealth Management
Price
$43.660
Owned
Unknown
BUY
BUY
November 30, 2018
Spread around US. Latest acquisition was in the US. A bit bumpy, but they've done an excellent job at running the company. Utilities are the place to go for reasonable dividends. With the uncertainties right now, utilities are not a bad buy. The selloff in utilities based on interest rate fears was a knee-jerk overreaction.
Fortis Inc.(FTS-T)
November 30, 2018
Spread around US. Latest acquisition was in the US. A bit bumpy, but they've done an excellent job at running the company. Utilities are the place to go for reasonable dividends. With the uncertainties right now, utilities are not a bad buy. The selloff in utilities based on interest rate fears was a knee-jerk overreaction.
David Cockfield
Managing Director, Northland Wealth Management
Price
$46.150
Owned
Unknown
COMMENT
COMMENT
November 30, 2018
Doesn't have the same political problems as larger pipelines, as it's just in Alberta. Has suffered along with the rest of the sector. Excellent yield, last quarter was good. Doesn't suffer hugely from the price of oil, as you still have to move it. Yield is 8%.
Inter Pipeline(IPL-T)
November 30, 2018
Doesn't have the same political problems as larger pipelines, as it's just in Alberta. Has suffered along with the rest of the sector. Excellent yield, last quarter was good. Doesn't suffer hugely from the price of oil, as you still have to move it. Yield is 8%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$21.360
Owned
Yes
BUY
BUY
November 30, 2018
Banks have taken a bit of a hit recently in the market, as people moved away from equities. Last quarter was excellent. He prefers TD because of the US holdings, but you could buy any of the banks now. 2% growth is good for the banks. (Analysts’ price target is $110.00)
Royal Bank(RY-T)
November 30, 2018
Banks have taken a bit of a hit recently in the market, as people moved away from equities. Last quarter was excellent. He prefers TD because of the US holdings, but you could buy any of the banks now. 2% growth is good for the banks. (Analysts’ price target is $110.00)
David Cockfield
Managing Director, Northland Wealth Management
Price
$97.420
Owned
Unknown