Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
December 13, 2018
CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
Suncor Energy Inc (SU-T)
December 13, 2018
CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$40.960
Owned
Unknown
COMMENT
COMMENT
December 13, 2018
CM-T vs. BNS-T. There is a divergence in the Canadian banks between revenues sources and price to earnings and dividend yield. CM-T is latest to get into the US and BNS-T was more focused on Latin America. These two are trading at the most attractive valuations. The lower valuation is justified. There is something to be said about the stability of the US revenues with other Canadian banks.
CM-T vs. BNS-T. There is a divergence in the Canadian banks between revenues sources and price to earnings and dividend yield. CM-T is latest to get into the US and BNS-T was more focused on Latin America. These two are trading at the most attractive valuations. The lower valuation is justified. There is something to be said about the stability of the US revenues with other Canadian banks.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$107.090
Owned
Yes
COMMENT
COMMENT
December 13, 2018
CM-T vs. BNS-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
Bank of Nova Scotia (BNS-T)
December 13, 2018
CM-T vs. BNS-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$72.050
Owned
Yes
WATCH
WATCH
December 13, 2018
They had a real run and the stock got hammered. It had a sharp bounce off the bottom and is up 60% this year. It is hard to buy a company with this kind of run-up. You should have patience and look for a dip or a sell-off.
DineEquity (DIN-N)
December 13, 2018
They had a real run and the stock got hammered. It had a sharp bounce off the bottom and is up 60% this year. It is hard to buy a company with this kind of run-up. You should have patience and look for a dip or a sell-off.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$85.000
Owned
Unknown
TOP PICK
TOP PICK
December 13, 2018
He wants liquidity to be able to take advantage of continued volatility going into 2019. This pays about 2% yield. Think of it as cash. It is an option to step in and do some buying later.
He wants liquidity to be able to take advantage of continued volatility going into 2019. This pays about 2% yield. Think of it as cash. It is an option to step in and do some buying later.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$83.260
Owned
No
TOP PICK
TOP PICK
December 13, 2018
Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)
Novo-Nordisk (NVO-N)
December 13, 2018
Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$46.770
Owned
Yes
TOP PICK
TOP PICK
December 13, 2018
He is comfortable with their ability to integrate their acquisitions. They have a track record of their acquisitions having worked in the past. You get a reasonable dividend. It is a replacement for CSU-T. (Analysts’ price target is $55.92)
Open Text (OTEX-T)
December 13, 2018
He is comfortable with their ability to integrate their acquisitions. They have a track record of their acquisitions having worked in the past. You get a reasonable dividend. It is a replacement for CSU-T. (Analysts’ price target is $55.92)
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$45.200
Owned
Yes