Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 17, 2019
Like Enbridge Jr., where debt's crowding them out and they can't afford the dividend. Dividend cut never good for long-term investors. Highlights the difference from quality companies. Problem with utilities is that rates are higher, so ALA has to live with what they have. Not a quality company, reduction in credit rating. If you want quality, this is not one to own.
Altagas Ltd (ALA-T)
January 17, 2019
Like Enbridge Jr., where debt's crowding them out and they can't afford the dividend. Dividend cut never good for long-term investors. Highlights the difference from quality companies. Problem with utilities is that rates are higher, so ALA has to live with what they have. Not a quality company, reduction in credit rating. If you want quality, this is not one to own.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$13.960
Owned
No
DON'T BUY
DON'T BUY
January 17, 2019
Down 47% over last 12 months. No growth in Europe, lawsuits, people leaving, constantly reconfiguring the company. Please avoid this one. (Analysts’ price target is $9.80)
Deutsche Bank AG (DB-N)
January 17, 2019
Down 47% over last 12 months. No growth in Europe, lawsuits, people leaving, constantly reconfiguring the company. Please avoid this one. (Analysts’ price target is $9.80)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$8.920
Owned
No
PARTIAL BUY
PARTIAL BUY
January 17, 2019
In the construction contractor business, all around the world. Own for clients with a US portfolio. Bit expensive right now, so half position only right now. Dividend's growing at 12% clip, so twice the average. Lots of free cash, very little debt. A solid stock.
Graco Inc. (GGG-N)
January 17, 2019
In the construction contractor business, all around the world. Own for clients with a US portfolio. Bit expensive right now, so half position only right now. Dividend's growing at 12% clip, so twice the average. Lots of free cash, very little debt. A solid stock.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$42.770
Owned
Yes
COMMENT
COMMENT
January 17, 2019
US banks didn't do well last year. First 3 quarters showed strength in global markets. Negative performance in client engagement. Corporate business OK. If you own 3 banks, sell 1 and diversify.
Goldman Sachs (GS-N)
January 17, 2019
US banks didn't do well last year. First 3 quarters showed strength in global markets. Negative performance in client engagement. Corporate business OK. If you own 3 banks, sell 1 and diversify.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$199.090
Owned
Unknown
DON'T BUY
DON'T BUY
January 17, 2019
Cyclical, so you have to deal with the ups and downs of manufacturing. Was the favourite child in Canada, but now it's come down. If you've doubled your money, sell half. Remember, it's a bus company. You can hold it, but it's volatile, and he doesn't want to own something like that.
Cyclical, so you have to deal with the ups and downs of manufacturing. Was the favourite child in Canada, but now it's come down. If you've doubled your money, sell half. Remember, it's a bus company. You can hold it, but it's volatile, and he doesn't want to own something like that.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$28.940
Owned
No
TOP PICK
TOP PICK
January 17, 2019
Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53)
Danaher Corp. (DHR-N)
January 17, 2019
Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$105.570
Owned
Yes
TOP PICK
TOP PICK
January 17, 2019
Technical consulting and engineering services. Stock fell, and expectation is that earnings will get back to where it justifies the $100 price. In portfolios for kids and grandkids, just sit back and let it grow for decades. No dividend. (Analysts’ price target is $100.00)
NV5 Global (NVEE-Q)
January 17, 2019
Technical consulting and engineering services. Stock fell, and expectation is that earnings will get back to where it justifies the $100 price. In portfolios for kids and grandkids, just sit back and let it grow for decades. No dividend. (Analysts’ price target is $100.00)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$67.100
Owned
Yes