Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
December 18, 2018
Broke out over the summer. Healthcare is one of the few sectors that's in a secular bull market, and is even making new highs in the current bull market. LLY tends to beat guidance. They deliver. This trend should continue into 2019. (Analysts’ price target is $114.96)
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Eli Lilly & Co. (LLY-N)
December 18, 2018
Broke out over the summer. Healthcare is one of the few sectors that's in a secular bull market, and is even making new highs in the current bull market. LLY tends to beat guidance. They deliver. This trend should continue into 2019. (Analysts’ price target is $114.96)
TOP PICK
TOP PICK
December 18, 2018
It made its low last month, which is quite positive. It was down 25% for the year before that. China is the biggest segment in this ETF. The US dollar is rolling over now which will benefit this part of the market, because emerging market debt is priced in USD. He sees 25% upside for this ETF in 2019.
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It made its low last month, which is quite positive. It was down 25% for the year before that. China is the biggest segment in this ETF. The US dollar is rolling over now which will benefit this part of the market, because emerging market debt is priced in USD. He sees 25% upside for this ETF in 2019.
TOP PICK
TOP PICK
December 18, 2018
Great balance sheet. How the US-China trade war resolves will have a huge effect on TECK. If it breaks above $32, then it could revisit $40. Almost $2 billion in free cash flow. Strong upside potential from $40-60 if it breaks through. (Analysts’ price target is $39.86)
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Great balance sheet. How the US-China trade war resolves will have a huge effect on TECK. If it breaks above $32, then it could revisit $40. Almost $2 billion in free cash flow. Strong upside potential from $40-60 if it breaks through. (Analysts’ price target is $39.86)
BUY
BUY
December 18, 2018
Increased their dividend by 20% this year, now above 5%. Interest rates went up--then down, which hurt the lifecos, MFC is doing a good job of selling their legacy businesses, which improves their outlook. Their traditional cash flow out of their Canadian business creates cash flow, and their Asian operation is good especially for long-term.
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Manulife Financial (MFC-T)
December 18, 2018
Increased their dividend by 20% this year, now above 5%. Interest rates went up--then down, which hurt the lifecos, MFC is doing a good job of selling their legacy businesses, which improves their outlook. Their traditional cash flow out of their Canadian business creates cash flow, and their Asian operation is good especially for long-term.
DON'T BUY
DON'T BUY
December 18, 2018
They've come back from the worst and re-orgnized their businesses. But they will be challenged. The banks too as home sales decline and those prices are flat.
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Home Capital Group (HCG-T)
December 18, 2018
They've come back from the worst and re-orgnized their businesses. But they will be challenged. The banks too as home sales decline and those prices are flat.
BUY
BUY
December 18, 2018
He's long owned this and likes it. It's big in the U.S. Stick with it. He's not worried. TD increased their dividend by 9% this year and likely 8% next.
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Toronto Dominion (TD-T)
December 18, 2018
He's long owned this and likes it. It's big in the U.S. Stick with it. He's not worried. TD increased their dividend by 9% this year and likely 8% next.
COMMENT
COMMENT
December 18, 2018
They're in the midst of a capex program. Payout ratio is in the 80s. Coverage of the dividend will improve in coming years. It's too small for him to buy.
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They're in the midst of a capex program. Payout ratio is in the 80s. Coverage of the dividend will improve in coming years. It's too small for him to buy.