Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 7, 2019
Poorly timed the purchase of this stock. Market got overly excited about one of the games, but didn't live up to expectations. A good buying opportunity. New game, Call Duty, is going to compete with Fortnite, and it could be as big.
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Poorly timed the purchase of this stock. Market got overly excited about one of the games, but didn't live up to expectations. A good buying opportunity. New game, Call Duty, is going to compete with Fortnite, and it could be as big.
DON'T BUY
DON'T BUY
January 7, 2019
At the bottom of his list. Insurers are hard to analyze. Only ones they ever own are Berkshire Hathaway and Markel. Leaves this to smarter investors. Management has done a great job trying to diversify.
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At the bottom of his list. Insurers are hard to analyze. Only ones they ever own are Berkshire Hathaway and Markel. Leaves this to smarter investors. Management has done a great job trying to diversify.
DON'T BUY
DON'T BUY
January 7, 2019
Destruction of capital. You don't want to be in a position where you're selling off your trophy assets. He wants to buy top-quality companies with great management, and that's not happening here. Buffet says "turnarounds seldom turn," so he tries to avoid these situations.
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General Electric (GE-N)
January 7, 2019
Destruction of capital. You don't want to be in a position where you're selling off your trophy assets. He wants to buy top-quality companies with great management, and that's not happening here. Buffet says "turnarounds seldom turn," so he tries to avoid these situations.
BUY
BUY
January 7, 2019
Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
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Pullback here, valuation is very attractive. Ton of free cash flow. Terrific play on US growth. He thinks the US is going to be a great long-term performer, so this is the place to be. A must-purchase for all his clients.
DON'T BUY
DON'T BUY
January 7, 2019
Smaller-tier Canadian bank. Don't fool around, own one of the top-quality banks instead. Declining loan growth, issues with mortgages, which impacted the balance sheet, and it's in the penalty box. Earnings are not growing at the moment. Sell, and buy National or TD or any of the others.
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Laurentian Bank (LB-T)
January 7, 2019
Smaller-tier Canadian bank. Don't fool around, own one of the top-quality banks instead. Declining loan growth, issues with mortgages, which impacted the balance sheet, and it's in the penalty box. Earnings are not growing at the moment. Sell, and buy National or TD or any of the others.
HOLD
HOLD
January 7, 2019
Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
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Power Corp (POW-T)
January 7, 2019
Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
PAST TOP PICK
PAST TOP PICK
January 7, 2019
(A Top Pick Jan 09/18, Down 6%) Can't control the market. Earnings were up 10% in 2018, dividends were raised twice. You have to own a bank, and this is their preferred one, trading at 9x earnings, grow earnings 6-7% this year. What's not to like?
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(A Top Pick Jan 09/18, Down 6%) Can't control the market. Earnings were up 10% in 2018, dividends were raised twice. You have to own a bank, and this is their preferred one, trading at 9x earnings, grow earnings 6-7% this year. What's not to like?