Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 17, 2019
Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46% last year, as debt's coming down and free cash is going up. Yield is 1.3%. (Analysts’ price target is $166.92)
Teleperformance(TEP-ETA)
January 17, 2019
Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46% last year, as debt's coming down and free cash is going up. Yield is 1.3%. (Analysts’ price target is $166.92)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
DON'T BUY
DON'T BUY
January 17, 2019
BIP.UN vs. TCL.A? Hard to compare infrastructure to packaging. Doesn't have a problem with infrastructure, but the dividend doesn't grow the way he'd like, and the dividend is actually a combination of capital and interest. He owns BAM.A in TFSAs. Instead of TCL.A, he owns CCL Industries because they have greater free cash flow and dividend growth, a safer and less volatile investment over time. He goes for quality companies rather than chasing yield.
BIP.UN vs. TCL.A? Hard to compare infrastructure to packaging. Doesn't have a problem with infrastructure, but the dividend doesn't grow the way he'd like, and the dividend is actually a combination of capital and interest. He owns BAM.A in TFSAs. Instead of TCL.A, he owns CCL Industries because they have greater free cash flow and dividend growth, a safer and less volatile investment over time. He goes for quality companies rather than chasing yield.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$20.940
Owned
No
BUY
BUY
January 17, 2019
The third largest waste company in North America. They have great franchises in the western US. They also have an oil service company. They have a good history of dividend increases.
Waste Connections(WCN-T)
January 17, 2019
The third largest waste company in North America. They have great franchises in the western US. They also have an oil service company. They have a good history of dividend increases.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$104.910
Owned
Yes
BUY
BUY
January 17, 2019
He had an issue with their agreement with Air Canada being renegotiated but this time it was more beneficial to Chorus. He thinks it will do well.
Chorus Aviation Inc(CHR-T)
January 17, 2019
He had an issue with their agreement with Air Canada being renegotiated but this time it was more beneficial to Chorus. He thinks it will do well.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.790
Owned
No
BUY
BUY
January 17, 2019
Apartments in Southern Ontario and Montreal. They had a good 2018. The fundamentals for apartments are quite good. There is a lot of immigration into Southern Ontario. 67% payout ratio. Expect dividend increases in coming years. They will not do as well in 2019 as 2018.
InterRent REIT(IIP.UN-T)
January 17, 2019
Apartments in Southern Ontario and Montreal. They had a good 2018. The fundamentals for apartments are quite good. There is a lot of immigration into Southern Ontario. 67% payout ratio. Expect dividend increases in coming years. They will not do as well in 2019 as 2018.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.490
Owned
Yes
WATCH
WATCH
January 17, 2019
It is a great model because of the annual membership fee. There is not a lot of competition with on-line. The time to buy was December. If it checked back a bit he would add it to portfolios.
Costco Wholesale(COST-Q)
January 17, 2019
It is a great model because of the annual membership fee. There is not a lot of competition with on-line. The time to buy was December. If it checked back a bit he would add it to portfolios.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$211.460
Owned
No
WATCH
WATCH
January 17, 2019
It is the 9th or 10th largest bank in the US. They are more retail focused in the US. They have a stake in Ameritrade. Earnings coming up should be fairly robust.
Toronto Dominion(TD-T)
January 17, 2019
It is the 9th or 10th largest bank in the US. They are more retail focused in the US. They have a stake in Ameritrade. Earnings coming up should be fairly robust.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$71.340
Owned
Yes