Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
November 30, 2018
Reasonable dividend, though not as good as the banks. If you want a financial outside of the banks, this would be his choice in the space. Yield is just over 4%.
Reasonable dividend, though not as good as the banks. If you want a financial outside of the banks, this would be his choice in the space. Yield is just over 4%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$49.000
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 30, 2018
(A Top Pick Sep 07/17, Up 16%) Loves their US operations, which are really starting to pay off. Sold off recently along with the rest. Canadian banks can compete successfully in the US.
Toronto Dominion (TD-T)
November 30, 2018
(A Top Pick Sep 07/17, Up 16%) Loves their US operations, which are really starting to pay off. Sold off recently along with the rest. Canadian banks can compete successfully in the US.
David Cockfield
Managing Director, Northland Wealth Management
Price
$73.560
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2018
(A Top Pick Sep 08/17, Down 12%) Likes this stock because it's essentially a European operation with a Canadian side, so it's a safer market. Good dividend, over 8%. Energy stocks have a big black cloud over them, and people don't realize they're trading at well below book value.
(A Top Pick Sep 08/17, Down 12%) Likes this stock because it's essentially a European operation with a Canadian side, so it's a safer market. Good dividend, over 8%. Energy stocks have a big black cloud over them, and people don't realize they're trading at well below book value.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.060
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 30, 2018
(A Top Pick Sep 07/17, Up 24%) Can't buy some of these stocks in Canada. Price has come off dramatically, and it's quite liquid. The big tech companies are world-class, and their growth represents a good place to be.
(A Top Pick Sep 07/17, Up 24%) Can't buy some of these stocks in Canada. Price has come off dramatically, and it's quite liquid. The big tech companies are world-class, and their growth represents a good place to be.
David Cockfield
Managing Director, Northland Wealth Management
Price
$187.130
Owned
Yes
WEAK BUY
WEAK BUY
November 30, 2018
Same as IPL, tied in to local transportation. Has outperformed a lot of the other Alberta energy stocks. It's a utility, so dividend is quite safe. Continues to grow. Growth in oil and gas in Alberta is not dead.
Same as IPL, tied in to local transportation. Has outperformed a lot of the other Alberta energy stocks. It's a utility, so dividend is quite safe. Continues to grow. Growth in oil and gas in Alberta is not dead.
David Cockfield
Managing Director, Northland Wealth Management
Price
$44.800
Owned
Unknown
COMMENT
COMMENT
November 30, 2018
Dividend safe? The black cloud over the industry affects this company, everybody loves to hate it. Last quarter was OK. This quarter we'll see if they've hedged some of their sales. Doesn't believe oil will stay this low for long, we'll be back to $50-60, even $70. Dividend is OK, though he can't guarantee it, but the cash flow supports the dividend. Yield is above 9%.
Dividend safe? The black cloud over the industry affects this company, everybody loves to hate it. Last quarter was OK. This quarter we'll see if they've hedged some of their sales. Doesn't believe oil will stay this low for long, we'll be back to $50-60, even $70. Dividend is OK, though he can't guarantee it, but the cash flow supports the dividend. Yield is above 9%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$3.940
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 30, 2018
Sold off and has moved counter-market in the last little while. Has always liked the stock, a good solid stock to have in your portfolio. Very competent management, safe dividend, a sector that will grow with the country. Holds it as a cash flow generator. Adds to it when it's down in the cycle, or takes profits when it gets too big in the portfolio. A core holding.
BCE Inc. (BCE-T)
November 30, 2018
Sold off and has moved counter-market in the last little while. Has always liked the stock, a good solid stock to have in your portfolio. Very competent management, safe dividend, a sector that will grow with the country. Holds it as a cash flow generator. Adds to it when it's down in the cycle, or takes profits when it gets too big in the portfolio. A core holding.
David Cockfield
Managing Director, Northland Wealth Management
Price
$56.950
Owned
Yes