Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 18, 2019

Pays 2.5%, 2% dividend. They continue to generate free cash flow to fund projects, yet do share buybacks. Good balance sheet. A fine name. They track Brent Oil. A good proxy on the global economy. A quality name. Hold and buy on weakness.

Methanex Corp(MX-T)
January 18, 2019

Pays 2.5%, 2% dividend. They continue to generate free cash flow to fund projects, yet do share buybacks. Good balance sheet. A fine name. They track Brent Oil. A good proxy on the global economy. A quality name. Hold and buy on weakness.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$78.270
Owned
Unknown
BUY
BUY
January 18, 2019
Their earnings are beating. 15% growth this year. Trading at 8x PE. Well-capitalized. He likes this.
CitiGroup(C-N)
January 18, 2019
Their earnings are beating. 15% growth this year. Trading at 8x PE. Well-capitalized. He likes this.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$63.120
Owned
Unknown
BUY
BUY
January 18, 2019
Target price of $17. It's been stuck at $14, but remember it didn't go down like the market did. Has 8% EPS growth trading at 15.7x which is cheaper than Fortis and Emera. Has a lot of wind on its back.
Target price of $17. It's been stuck at $14, but remember it didn't go down like the market did. Has 8% EPS growth trading at 15.7x which is cheaper than Fortis and Emera. Has a lot of wind on its back.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$14.180
Owned
Yes
BUY
BUY
January 18, 2019
Metal tariffs caused this to fall. Also, steel futures are down. But it pays a safe 6.5% dividend and trades at a reasonable level. Likes it here.
Russel Metals(RUS-T)
January 18, 2019
Metal tariffs caused this to fall. Also, steel futures are down. But it pays a safe 6.5% dividend and trades at a reasonable level. Likes it here.
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$23.460
Owned
Unknown
TOP PICK
TOP PICK
January 18, 2019
High quality. At current levels, it's now affordable, trading at 20x PE and growing at 16%. They play offence through YouTube, Cloud, Waymo and continue to monetize through improvements in search and product updates. (Analysts’ price target is $1346.82)
Alphabet Inc (C)(GOOG-Q)
January 18, 2019
High quality. At current levels, it's now affordable, trading at 20x PE and growing at 16%. They play offence through YouTube, Cloud, Waymo and continue to monetize through improvements in search and product updates. (Analysts’ price target is $1346.82)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$1107.300
Owned
Yes
TOP PICK
TOP PICK
January 18, 2019
On a tear deploying capital in India with toll roads and Canadian midstream (buying Enercare). 5% yield that will grow 5-9%. Their debt is fixed. Curency is hedged. Both growth and defence. (Analysts’ price target is $59.47)
On a tear deploying capital in India with toll roads and Canadian midstream (buying Enercare). 5% yield that will grow 5-9%. Their debt is fixed. Curency is hedged. Both growth and defence. (Analysts’ price target is $59.47)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$52.140
Owned
Yes
TOP PICK
TOP PICK
January 18, 2019
12% EPS growth. 9x earnings. 1x price-to-book. Return on tangible common equity is 16%. He feels there's more to follow as they gain market share. (Analysts’ price target is $32.63)
Bank of America(BAC-N)
January 18, 2019
12% EPS growth. 9x earnings. 1x price-to-book. Return on tangible common equity is 16%. He feels there's more to follow as they gain market share. (Analysts’ price target is $32.63)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$29.300
Owned
Yes