Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Jan 29/18, Down 30%) Possible private equity bid coming. Has 20% earnings growth. Grenville Tower disaster is weighing on the stock. Likes the stock. Fear of lawsuit fallout. He's concerned that the board will sell it too cheaply.
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Arconic Inc (ARNC-N)
December 5, 2018
(A Top Pick Jan 29/18, Down 30%) Possible private equity bid coming. Has 20% earnings growth. Grenville Tower disaster is weighing on the stock. Likes the stock. Fear of lawsuit fallout. He's concerned that the board will sell it too cheaply.
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Jan 29/18, Up 2%) Done an amazing job, optical division has great growth. Have a ton of cash, aggressively buying back stock, double-digit dividend increases. Incredibly long term management view, well run, and cheap.
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Corning Inc (GLW-N)
December 5, 2018
(A Top Pick Jan 29/18, Up 2%) Done an amazing job, optical division has great growth. Have a ton of cash, aggressively buying back stock, double-digit dividend increases. Incredibly long term management view, well run, and cheap.
PAST TOP PICK
PAST TOP PICK
December 5, 2018
(A Top Pick Jan 29/18, Down 28%) Reflective of Japan. Cash plus receivables accounts for the entire share price, that's how cheap it is. Getting the entire business, which is profitable and pays a dividend, for free. So many incredible values in Japan. Tariffs have put pressure on, and money has fled to go into US dollar because of rise in interest rates.
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Yodogawa Steel (5451-TYO)
December 5, 2018
(A Top Pick Jan 29/18, Down 28%) Reflective of Japan. Cash plus receivables accounts for the entire share price, that's how cheap it is. Getting the entire business, which is profitable and pays a dividend, for free. So many incredible values in Japan. Tariffs have put pressure on, and money has fled to go into US dollar because of rise in interest rates.
WAIT
WAIT
December 5, 2018
Probably best run retail bank in Canada, one of top 20 in US. Thinks there may be a better entry point. Great company he'd like to own. Lots of respect for management.
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Toronto Dominion (TD-T)
December 5, 2018
Probably best run retail bank in Canada, one of top 20 in US. Thinks there may be a better entry point. Great company he'd like to own. Lots of respect for management.
DON'T BUY
DON'T BUY
December 5, 2018
If accusations are true, shows why investors need to pay more attention to corporate governance. Great businesses report on insider dealings. Could involve massive write-downs, couldn't put a valuation on the stock. Struggles with concept that legalization will encourage new users. Avoids the sector.
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Aphria Inc (APHA-T)
December 5, 2018
If accusations are true, shows why investors need to pay more attention to corporate governance. Great businesses report on insider dealings. Could involve massive write-downs, couldn't put a valuation on the stock. Struggles with concept that legalization will encourage new users. Avoids the sector.
DON'T BUY
DON'T BUY
December 5, 2018
Accounting is too complex to understand, so stay away.
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General Electric (GE-N)
December 5, 2018
Accounting is too complex to understand, so stay away.
BUY
BUY
December 5, 2018
Dividend over 5%, covered by free cash flow, they make money at $50 oil. Investing in renewables. Well run company over the last 100 years, a low cost producer. Would fit into any portfolio. Less sensitive to oil prices because of other businesses.
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Dividend over 5%, covered by free cash flow, they make money at $50 oil. Investing in renewables. Well run company over the last 100 years, a low cost producer. Would fit into any portfolio. Less sensitive to oil prices because of other businesses.