Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 31, 2018
He fears that the grocery sector will get disrupted. Not optimistic. Loblaw has spent so much on beautifying their stores, but failed to earn a sales increase from consumers. Meanwhile, people are buying food online with the Amazon-Whole Foods deal.
Loblaw Companies Ltd(L-T)
December 31, 2018
He fears that the grocery sector will get disrupted. Not optimistic. Loblaw has spent so much on beautifying their stores, but failed to earn a sales increase from consumers. Meanwhile, people are buying food online with the Amazon-Whole Foods deal.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$61.110
Owned
No
BUY
BUY
December 31, 2018
They are cleaning up their balance sheet. They can do share buybacks and raise dividends. It's held up well since October in this down market. Safe business. He recently bought it.
They are cleaning up their balance sheet. They can do share buybacks and raise dividends. It's held up well since October in this down market. Safe business. He recently bought it.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$29.390
Owned
Yes
TOP PICK
TOP PICK
December 31, 2018
A juggernaut that should be in any portfolio. The future is online. Amazon is 10x times bigger than its next competitor, and have a huge lead in web services, but are also hitting the gas in growing. They aren't resting on their laurels. The stock was beaten up in October, because they reduced their growth projections. It's on sale now at $1,500, not $2,000 just a few months ago. (Analysts’ price target is $2159.05)
Amazon.com(AMZN-Q)
December 31, 2018
A juggernaut that should be in any portfolio. The future is online. Amazon is 10x times bigger than its next competitor, and have a huge lead in web services, but are also hitting the gas in growing. They aren't resting on their laurels. The stock was beaten up in October, because they reduced their growth projections. It's on sale now at $1,500, not $2,000 just a few months ago. (Analysts’ price target is $2159.05)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$1501.970
Owned
Yes
TOP PICK
TOP PICK
December 31, 2018
He's bullish US banks. Sept. 30 earnings were $7.2 billion, enough to double their dividend without making much impact on their balance sheet. They're putting up incredible earnings despite a rising yield curve enviroment. And there have been two rate hikes since Sept. 30. He bought it cheap at $12. (Analysts’ price target is $33.80)
Bank of America(BAC-N)
December 31, 2018
He's bullish US banks. Sept. 30 earnings were $7.2 billion, enough to double their dividend without making much impact on their balance sheet. They're putting up incredible earnings despite a rising yield curve enviroment. And there have been two rate hikes since Sept. 30. He bought it cheap at $12. (Analysts’ price target is $33.80)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$24.640
Owned
Yes
TOP PICK
TOP PICK
December 31, 2018
A case of throwing out the baby with the bathwater as Canadian oil stocks got killed due to a wide WCS differential. But VET has not exposed to that oil differential. The dividend is safe. Debt loads are still low. Good managers. A safe spot to park money and earn a dividend. (Analysts’ price target is $48.32)
Vermilion Energy Inc(VET-T)
December 31, 2018
A case of throwing out the baby with the bathwater as Canadian oil stocks got killed due to a wide WCS differential. But VET has not exposed to that oil differential. The dividend is safe. Debt loads are still low. Good managers. A safe spot to park money and earn a dividend. (Analysts’ price target is $48.32)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$28.760
Owned
Yes