Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 31, 2018
It is beaten up. The debt and acquisition they did. The spin out, AUI-T, he owns and likes. It has a safer yield.
Show full opinionHide full opinion
Altagas Ltd (ALA-T)
December 31, 2018
It is beaten up. The debt and acquisition they did. The spin out, AUI-T, he owns and likes. It has a safer yield.
DON'T BUY
DON'T BUY
December 31, 2018
The warning flags are out for the auto sector in general. He would prefer GM-N because they are better positioned for electric vehicles. It is better valuation-wise. The risk in the auto sector is like the housing in the last downturn.
Show full opinionHide full opinion
Ford Motor (F-N)
December 31, 2018
The warning flags are out for the auto sector in general. He would prefer GM-N because they are better positioned for electric vehicles. It is better valuation-wise. The risk in the auto sector is like the housing in the last downturn.
BUY
BUY
December 31, 2018
ABX-T vs. G-T. G-T is more the defacto go-to name. ABX-T does not have the growth any more. He thinks G-T has better assets. The problem with G-T used to be excessive valuation but that is not the case now.
Show full opinionHide full opinion
Goldcorp Inc (G-T)
December 31, 2018
ABX-T vs. G-T. G-T is more the defacto go-to name. ABX-T does not have the growth any more. He thinks G-T has better assets. The problem with G-T used to be excessive valuation but that is not the case now.
DON'T BUY
DON'T BUY
December 31, 2018
ABX-T vs. G-T. G-T is more the defacto go-to name. ABX-T does not have the growth any more. He thinks G-T has better assets. The problem with G-T used to be excessive valuation but that is not the case now.
Show full opinionHide full opinion
Barrick Gold (ABX-T)
December 31, 2018
ABX-T vs. G-T. G-T is more the defacto go-to name. ABX-T does not have the growth any more. He thinks G-T has better assets. The problem with G-T used to be excessive valuation but that is not the case now.
WEAK BUY
WEAK BUY
December 31, 2018
He bought a couple of weeks ago. 8 times core operating earnings. The balance sheet is in better shape. They fixed a lot of their problems and you still have growth in Asia. There is still financial market risk.
Show full opinionHide full opinion
Manulife Financial (MFC-T)
December 31, 2018
He bought a couple of weeks ago. 8 times core operating earnings. The balance sheet is in better shape. They fixed a lot of their problems and you still have growth in Asia. There is still financial market risk.
DON'T BUY
DON'T BUY
December 31, 2018
WFT-T vs. IFP-T. He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
Show full opinionHide full opinion
West Fraser Timber (WFT-T)
December 31, 2018
WFT-T vs. IFP-T. He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
WEAK BUY
WEAK BUY
December 31, 2018
WFT-T vs. IFP-T He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
Show full opinionHide full opinion
Interfor Corp (IFP-T)
December 31, 2018
WFT-T vs. IFP-T He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.