Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 11, 2019
(A Top Pick Dec 14/17, Down 4%) A good way to play the TSX, but this is down because of bad timing; the TSX was down in 2018.
(A Top Pick Dec 14/17, Down 4%) A good way to play the TSX, but this is down because of bad timing; the TSX was down in 2018.
David Cockfield
Managing Director, Northland Wealth Management
Price
$23.750
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2019
(A Top Pick Dec 14/17, Up 0.4%) His favourite Canadian bank because of its huge investment in the States, which disappointed for a while but has recently picked up.
Toronto Dominion(TD-T)
January 11, 2019
(A Top Pick Dec 14/17, Up 0.4%) His favourite Canadian bank because of its huge investment in the States, which disappointed for a while but has recently picked up.
David Cockfield
Managing Director, Northland Wealth Management
Price
$68.860
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 11, 2019
(A Top Pick Dec 14/17, Up 4%) They paid a special $4 dividend in the past year, but took a major hit right after. Also, US housing eased back; recently housing has come back. He's moderately bullish on U.S. housing. Demand is there, but finding land to build on and to build houses is challenging.
Norbord Inc(OSB-T)
January 11, 2019
(A Top Pick Dec 14/17, Up 4%) They paid a special $4 dividend in the past year, but took a major hit right after. Also, US housing eased back; recently housing has come back. He's moderately bullish on U.S. housing. Demand is there, but finding land to build on and to build houses is challenging.
David Cockfield
Managing Director, Northland Wealth Management
Price
$38.940
Owned
Yes
STRONG BUY
STRONG BUY
January 11, 2019
A winner. A safe investment. Card companies do well when consumers are and now in the U.S. consumers are really using their cards now. It has sold off, but Visa will come back. It's a good business to be in.
Visa Inc.(V-N)
January 11, 2019
A winner. A safe investment. Card companies do well when consumers are and now in the U.S. consumers are really using their cards now. It has sold off, but Visa will come back. It's a good business to be in.
David Cockfield
Managing Director, Northland Wealth Management
Price
$138.060
Owned
Unknown
HOLD
HOLD
January 11, 2019

Mostly oil and mostly in Europe. It's held up well in this oil sell-off, though it got hit recently with the drop in international oil prices. Pays a fine dividend. Certainly hold onto this, but he's cautious about oil prices until they rise into the $60s. Prices are in contango now. A lot depends on Saudi Arabia; they cut back production, oil will leap into the $70s.

Vermilion Energy Inc(VET-T)
January 11, 2019

Mostly oil and mostly in Europe. It's held up well in this oil sell-off, though it got hit recently with the drop in international oil prices. Pays a fine dividend. Certainly hold onto this, but he's cautious about oil prices until they rise into the $60s. Prices are in contango now. A lot depends on Saudi Arabia; they cut back production, oil will leap into the $70s.

David Cockfield
Managing Director, Northland Wealth Management
Price
$31.930
Owned
Yes
COMMENT
COMMENT
January 11, 2019
Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections happen all the time.
CGI Group (A)(GIB.A-T)
January 11, 2019
Worried about the market and U.S. politics. There's some progress in China-US trade and both sides need a resolution. But don't over-emphasize the politics like the U.S. Government shutdown; the economy will still march ahead as recent strong unemployment numbers demonstrate. The wall and shutdown are noise. Be more positive on the market, and corrections happen all the time.
David Cockfield
Managing Director, Northland Wealth Management
Price
$86.080
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 11, 2019
He's bullish the Canadian banks, which hold on during the correction until the tail end when they caught in the overall sell-off. The problem with the covered-call is they underperform the banks themselves. He hasn't bought this and recommends the straight bank ETF, which has outperformed ZWB. But if you think the banks will fall or go sideways, then buy ZWB.
He's bullish the Canadian banks, which hold on during the correction until the tail end when they caught in the overall sell-off. The problem with the covered-call is they underperform the banks themselves. He hasn't bought this and recommends the straight bank ETF, which has outperformed ZWB. But if you think the banks will fall or go sideways, then buy ZWB.
David Cockfield
Managing Director, Northland Wealth Management
Price
$17.770
Owned
Unknown