Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 10, 2018
(A Top Pick Oct 25/17, Up 2%) Financially strong and well-managed and well-diversified (up and downstream). Solid balance sheet. This could be a consolidator if things get worse in this sector.
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Suncor Energy Inc (SU-T)
December 10, 2018
(A Top Pick Oct 25/17, Up 2%) Financially strong and well-managed and well-diversified (up and downstream). Solid balance sheet. This could be a consolidator if things get worse in this sector.
PAST TOP PICK
PAST TOP PICK
December 10, 2018
(A Top Pick Oct 25/17, Up 9%) It's been a rollercoaster, given the Chinese bid that Ottawa struck down earlier this year. He sold at $19. He'd look at re-buying it. In this sector, he'd look at this and Stantec.
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Aecon Group Inc (ARE-T)
December 10, 2018
(A Top Pick Oct 25/17, Up 9%) It's been a rollercoaster, given the Chinese bid that Ottawa struck down earlier this year. He sold at $19. He'd look at re-buying it. In this sector, he'd look at this and Stantec.
BUY
BUY
December 10, 2018
Still a buy despite the legal challenge? He lends no credence to this case. Any court will side with MFC, given the law. The case is not a headwind--look past it. MFC is very well-managed. They've turned around since cutting their dividend during the Recession a decade ago.
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Manulife Financial (MFC-T)
December 10, 2018
Still a buy despite the legal challenge? He lends no credence to this case. Any court will side with MFC, given the law. The case is not a headwind--look past it. MFC is very well-managed. They've turned around since cutting their dividend during the Recession a decade ago.
COMMENT
COMMENT
December 10, 2018
All the banks will have a rough ride if the China issue blows into a trade war. TD has great exposure to the U.S, though it has limited ROE for the short-term. He owns a small holding of TD. It's selling at a premium to its peers, which are a better buy.
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Toronto Dominion (TD-T)
December 10, 2018
All the banks will have a rough ride if the China issue blows into a trade war. TD has great exposure to the U.S, though it has limited ROE for the short-term. He owns a small holding of TD. It's selling at a premium to its peers, which are a better buy.
BUY
BUY
December 10, 2018
Autos are under pressure now given US trade issues. The USMCA may not be good for Canadian auto companies. He has long owned and likes it a lot. They have a diversified and efficient production base. One of the best companies in the auto sector. We could be in an extended auto war between China and Europe vs. US.
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Linamar Corp (LNR-T)
December 10, 2018
Autos are under pressure now given US trade issues. The USMCA may not be good for Canadian auto companies. He has long owned and likes it a lot. They have a diversified and efficient production base. One of the best companies in the auto sector. We could be in an extended auto war between China and Europe vs. US.
DON'T BUY
DON'T BUY
December 10, 2018
As a value investor, he didn't own it on the way up. Investors believed their growth would continue at a high pace. When that pace stumbled, the price crashed. He doesn't follow DOL closely, so he doesn't know if it has hit bottom. Also, retail has problems with online vs. brick/mortar. This whole space is changing rapidly.
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Dollarama Inc. (DOL-T)
December 10, 2018
As a value investor, he didn't own it on the way up. Investors believed their growth would continue at a high pace. When that pace stumbled, the price crashed. He doesn't follow DOL closely, so he doesn't know if it has hit bottom. Also, retail has problems with online vs. brick/mortar. This whole space is changing rapidly.
BUY
BUY
December 10, 2018
A recent top pick. He likes it a lot. They have diversified into the U.S. in utilities (transmission and production). An exciting company. Managers have done a great job positioning it as a North American utility.
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Fortis Inc. (FTS-T)
December 10, 2018
A recent top pick. He likes it a lot. They have diversified into the U.S. in utilities (transmission and production). An exciting company. Managers have done a great job positioning it as a North American utility.