Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 21, 2019
He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
Open Text(OTEX-T)
January 21, 2019
He uses US tech's. There is nothing negative to say about OTEX-T but there is more compelling value in the US. It holds in very well and trades very well. He would not buy this multiple. The company is well run.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$46.440
Owned
No
HOLD
HOLD
January 21, 2019
They are more expensive than the operating companies. This is a very well run company. When gold moves this one will go with it.
Franco-Nevada Corp.(FNV-T)
January 21, 2019
They are more expensive than the operating companies. This is a very well run company. When gold moves this one will go with it.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$92.520
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 21, 2019
The Brookfield group is very well managed. They got slaughtered and then came back up again. They are viable and if you can buy them at the right price you could add into them for yield. Do your homework on the yield and how it is taxed.
The Brookfield group is very well managed. They got slaughtered and then came back up again. They are viable and if you can buy them at the right price you could add into them for yield. Do your homework on the yield and how it is taxed.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$52.050
Owned
No
WEAK BUY
WEAK BUY
January 21, 2019
FTS-T vs. CNQ-T. FTS-T is a yielding situation with a big a growth. CNQ-T is one of the best oil and gas companies in Western Canada. They are both viable.
Fortis Inc.(FTS-T)
January 21, 2019
FTS-T vs. CNQ-T. FTS-T is a yielding situation with a big a growth. CNQ-T is one of the best oil and gas companies in Western Canada. They are both viable.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$46.040
Owned
No
WEAK BUY
WEAK BUY
January 21, 2019
FTS-T vs. CNQ-T. FTS-T is a yielding situation with a big a growth. CNQ-T is one of the best oil and gas companies in Western Canada. They are both viable.
FTS-T vs. CNQ-T. FTS-T is a yielding situation with a big a growth. CNQ-T is one of the best oil and gas companies in Western Canada. They are both viable.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$36.480
Owned
No
WAIT
WAIT
January 21, 2019
It was a little too levered in the downturn and they are now paying the price. The assets are quite good but it is a matter of when money will flow into the energy sector. The big guys will lift first. He would not be in a rush to buy it.
It was a little too levered in the downturn and they are now paying the price. The assets are quite good but it is a matter of when money will flow into the energy sector. The big guys will lift first. He would not be in a rush to buy it.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$4.430
Owned
Unknown
COMMENT
COMMENT
January 21, 2019
So much of it depends on the ability of the company to manage its cash flow. As long as same store sales holds up, it looks like it is turning the corner and can do better.
Pizza Pizza Royalty(PZA-T)
January 21, 2019
So much of it depends on the ability of the company to manage its cash flow. As long as same store sales holds up, it looks like it is turning the corner and can do better.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$10.050
Owned
No