Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Jan 19/18, Down 29%) Gold prices did not do well in 2018. He thinks this is very cheap right now and thinks he can suffer this out and fundamentals will eventually improve. Governments around the world are struggling and he thinks it is inevitable that gold will recover. He thinks everyone should hold 10% gold in their portfolio.
Yamana Gold Inc.(YRI-T)
December 7, 2018
(A Top Pick Jan 19/18, Down 29%) Gold prices did not do well in 2018. He thinks this is very cheap right now and thinks he can suffer this out and fundamentals will eventually improve. Governments around the world are struggling and he thinks it is inevitable that gold will recover. He thinks everyone should hold 10% gold in their portfolio.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$3.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Jan 19/18, Up 10%) This is now absorbed into the Enbridge parent company. It was cheaper than the ENB-T at the time.
(A Top Pick Jan 19/18, Up 10%) This is now absorbed into the Enbridge parent company. It was cheaper than the ENB-T at the time.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 7, 2018
(A Top Pick Jan 19/18, Down 3%) It has performed better than the TSX as a whole. It was one of the cheapest banks at the time. He thinks the Canadian banks are the best in the world, due to its stringent regulations.
(A Top Pick Jan 19/18, Down 3%) It has performed better than the TSX as a whole. It was one of the cheapest banks at the time. He thinks the Canadian banks are the best in the world, due to its stringent regulations.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$107.470
Owned
Yes
DON'T BUY
DON'T BUY
December 7, 2018
Buy it for the dividend? No. Earnings are not growing. Their vape products are flat and falling; volumes are decreasing. The dividend isn't growing much either, at only 5% yearly vs. 8% for the wider market. If they don't execute on their plans, you could get more pain down the road. The dividend is outgrowing their free cash flow, so down the road their payout ratio will become too high.
Buy it for the dividend? No. Earnings are not growing. Their vape products are flat and falling; volumes are decreasing. The dividend isn't growing much either, at only 5% yearly vs. 8% for the wider market. If they don't execute on their plans, you could get more pain down the road. The dividend is outgrowing their free cash flow, so down the road their payout ratio will become too high.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$84.560
Owned
Unknown
HOLD
HOLD
December 7, 2018
The future is still bright, despite the current noise. Small caps are always volatile. A slowdown in U.S. housing and steel tariffs are headwinds. Nothing wrong with owning this; don't worry about the price fluctuations. Remember, it offers 20% dividend growth yearly. They're also in the water purification business which hasn't hit its bottom line yet.
A.O. Smith(AOS-N)
December 7, 2018
The future is still bright, despite the current noise. Small caps are always volatile. A slowdown in U.S. housing and steel tariffs are headwinds. Nothing wrong with owning this; don't worry about the price fluctuations. Remember, it offers 20% dividend growth yearly. They're also in the water purification business which hasn't hit its bottom line yet.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$43.910
Owned
Yes
BUY
BUY
December 7, 2018
Their earnings report was weak with adjusted net earnings down 12%. They own assets in the US and Canada, so cross-border shipping is not a problem. Also have an Australian business which will serve Chinese demand for milk later. Dividend has grown 10% a year over past year and has slowed down a bit lately as they've made acquisitions. You can buy this for your TFSA and tuck it away.
Saputo Inc.(SAP-T)
December 7, 2018
Their earnings report was weak with adjusted net earnings down 12%. They own assets in the US and Canada, so cross-border shipping is not a problem. Also have an Australian business which will serve Chinese demand for milk later. Dividend has grown 10% a year over past year and has slowed down a bit lately as they've made acquisitions. You can buy this for your TFSA and tuck it away.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$40.670
Owned
Yes
DON'T BUY
DON'T BUY
December 7, 2018
Doesn't like the company. The stock has been suffering for the past decade. They're in furniture and bicycles, both businesses under pressure. Dividend hasn't grown.
Dorel Industries(DII.B-T)
December 7, 2018
Doesn't like the company. The stock has been suffering for the past decade. They're in furniture and bicycles, both businesses under pressure. Dividend hasn't grown.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$17.540
Owned
Unknown