Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 16, 2019
He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
He likes the cable segment for the stability of earnings. A 22% dividend payout ratio. Free cash flow of $690 million with a PE of 16 times. Forecast of 7% earnings growth in 2019. Technically if can trade above $71, there could be an $85 further upside target. Yield 2.7%. (Analysts’ price target is $72.94)
Robert McWhirter
President, Selective Asset Management
Price
$71.690
Owned
Yes
COMMENT
COMMENT
January 16, 2019
Silver? Likes it. Others have better leverage, that he owns. He targets US$22. He doesn't like PAAS because it doesn't trade in Canada. Though not overweight, he prefers silver to gold which he feels will soon rise above $16.
Silver? Likes it. Others have better leverage, that he owns. He targets US$22. He doesn't like PAAS because it doesn't trade in Canada. Though not overweight, he prefers silver to gold which he feels will soon rise above $16.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$14.590
Owned
No
TOP PICK
TOP PICK
January 16, 2019
He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.
He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.780
Owned
Yes
TOP PICK
TOP PICK
January 16, 2019

He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)

He's heding his currency, because he expects the Canadian dollar will go down, so he wants cash flow outside the country to hedge this cash flow. He also wants to get rid of some of North American financials. Only 5% of home owners in India have insurance, so there's massive growth. He has faith in Prem Watsa. (Analysts’ price target is $16.75)

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$13.820
Owned
Yes
TOP PICK
TOP PICK
January 16, 2019
Raise it and wait for better buying days. The market has had a massive drop and is now recovering. The US Fed doesn't know what it'll do. The next recession's coming, unavoidably. He can't say how many rate hikes will come in 2019. Things could slow down quickly. And follow gold.
CASH (CASH)
January 16, 2019
Raise it and wait for better buying days. The market has had a massive drop and is now recovering. The US Fed doesn't know what it'll do. The next recession's coming, unavoidably. He can't say how many rate hikes will come in 2019. Things could slow down quickly. And follow gold.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 16, 2019

(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

Agnico-Eagle Mines (AEM-T)
January 16, 2019

(A Top Pick Oct 30/18, Up 11%) This become self-sufficient by 2021 and won't need to raise money for their future projects. A rare company in this space that's raising their dividend. Good management.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$52.110
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 16, 2019
(A Top Pick Oct 30/18, Down 16%) He will continue to buy this with a long-term horizon. They did cut their dividend, but he's comfortable with their guidance. A good cash-flow payer.
Altagas Ltd (ALA-T)
January 16, 2019
(A Top Pick Oct 30/18, Down 16%) He will continue to buy this with a long-term horizon. They did cut their dividend, but he's comfortable with their guidance. A good cash-flow payer.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$13.800
Owned
Yes