Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
Show full opinionHide full opinion
Agrium (AGU-T)
December 18, 2018
(A Top Pick Dec 18/18, Up 5%) They did all that they promised. Synergy is better than expected. They have more money than expected and used it to pay down debt well. They are buying back shares. The only question is whether they can do retail acquisitions. He's sticking with it.
DON'T BUY
DON'T BUY
December 18, 2018
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
Show full opinionHide full opinion
Sold it 4 months ago as they re-positioned. They've bought back shares. Longer-term, it's low-growth. He needs to see a serious dividend increase to get back in.
DON'T BUY
DON'T BUY
December 18, 2018
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
Show full opinionHide full opinion
Low dividend of 0.5%. They buy small auto repair shops across North America. A growth company. Trades at 25x earnings, not cheap. If the economy goes south, it'll put strain on them.
COMMENT
COMMENT
December 18, 2018
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
Show full opinionHide full opinion
They're increasing their dividend 10% and have a serious capex program. But if the economy slows, will they have trouble raising equity?
BUY
BUY
December 18, 2018
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
Show full opinionHide full opinion
Disciplined managers: balance sheet, dividend and growth are their priorities. They've never cut their dividend, good. 40% of their production is Brent-related. Like other Canadian oil, they are frustrated with the oil price and situation. Doing exploratory drilling in central Europe which is new.
BUY
BUY
December 18, 2018
He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
Show full opinionHide full opinion
Suncor Energy Inc (SU-T)
December 18, 2018
He's watching it. Likes it. They are hedged because they have their own refinery capacity. Good buy at this price.
DON'T BUY
DON'T BUY
December 18, 2018
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.
Show full opinionHide full opinion
Power Corp (POW-T)
December 18, 2018
Trading at a discount of 20% to asset value. Investors Group has a bigger dividend and potential growth, and he prefers that.