Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 18, 2019
Is the dividend safe? He owns this and would be recommending to buy at these levels. He likes the outlook for the company, which has gone into a offensive mode now that it has unwound the recent acquisition to extract the best value and is moving toward the completion of Line 3. The dividend is safe and will grow. Most of its debt is long term bonds or preferred shares that are not too sensitive to rising interest rates. As regulated entity it is allowed a regulated rate of return on any debt it takes on. Yield 6%.
Enbridge (ENB-T)
January 18, 2019
Is the dividend safe? He owns this and would be recommending to buy at these levels. He likes the outlook for the company, which has gone into a offensive mode now that it has unwound the recent acquisition to extract the best value and is moving toward the completion of Line 3. The dividend is safe and will grow. Most of its debt is long term bonds or preferred shares that are not too sensitive to rising interest rates. As regulated entity it is allowed a regulated rate of return on any debt it takes on. Yield 6%.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$47.910
Owned
Yes
DON'T BUY
DON'T BUY
January 18, 2019
It is a cash rich company and only holds debt for tax purposes. He doesn't want to own it although he has a lot of their products. 2/3 of their business is iPhones and that business is stagnant. It needs to develop a new breakthrough product.
Apple (AAPL-Q)
January 18, 2019
It is a cash rich company and only holds debt for tax purposes. He doesn't want to own it although he has a lot of their products. 2/3 of their business is iPhones and that business is stagnant. It needs to develop a new breakthrough product.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$156.820
Owned
No
HOLD
HOLD
January 18, 2019
Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it.
Arc Resources Ltd (ARX-T)
January 18, 2019
Is the dividend safe? He owned it a while ago. It is a really good company with good management and a pristine balance sheet. Even still the stock has not done well, due to the low natural gas prices and no sign of improvement. He is cautious on the dividend and thinks it depends on the natural gas price going forward. He would continue to hold it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$9.900
Owned
No
HOLD
HOLD
January 18, 2019
A software company and a good value stock. He likes it as it grows by acquisition. The market is taking a wait and see on the latest acquisitions, but he thinks the CEO is rock solid.
Open Text (OTEX-T)
January 18, 2019
A software company and a good value stock. He likes it as it grows by acquisition. The market is taking a wait and see on the latest acquisitions, but he thinks the CEO is rock solid.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$46.870
Owned
Unknown
HOLD
HOLD
January 18, 2019
He is a value manager and views this as a growth stock so he is not a buyer of it. He likes the product and sees lots of people using it. The stock is too expensive and he sees it is being impacted by China tariff worries. Long term you would want to own it.
He is a value manager and views this as a growth stock so he is not a buyer of it. He likes the product and sees lots of people using it. The stock is too expensive and he sees it is being impacted by China tariff worries. Long term you would want to own it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$66.440
Owned
No
DON'T BUY
DON'T BUY
January 18, 2019
He held it for about 20 years and sold out last year. In the past it was able to grow earnings and dividends, but that all stopped during the crisis of 2008 and it has gone sideways since then. It is a holding company of financial services companies and holds European securities. None of this has done much. Mutual fund management has slowed. Great West Insurance has also been a laggard.
Power Corp (POW-T)
January 18, 2019
He held it for about 20 years and sold out last year. In the past it was able to grow earnings and dividends, but that all stopped during the crisis of 2008 and it has gone sideways since then. It is a holding company of financial services companies and holds European securities. None of this has done much. Mutual fund management has slowed. Great West Insurance has also been a laggard.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$25.870
Owned
No
DON'T BUY
DON'T BUY
January 18, 2019
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$101.600
Owned
No