Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 22, 2019
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
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Moody's Corp. (MCO-N)
January 22, 2019
(A Top Pick Jan 04/18, Up 4%) He loves companies that have oligopolies. Attractively priced now, but pays little yield.
PAST TOP PICK
PAST TOP PICK
January 22, 2019
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
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Becton Dickinson (BDX-N)
January 22, 2019
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
PAST TOP PICK
PAST TOP PICK
January 22, 2019
(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
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TMX Group (X-T)
January 22, 2019
(A Top Pick Jan 04/18, Up 9%) They've done a good job with the TMX through market reforms and improving operations. There's room to grow.
DON'T BUY
DON'T BUY
January 22, 2019
Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
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Manulife Financial (MFC-T)
January 22, 2019
Interest rates likely won't rise as high as previously expected. MFC has a history of not great operations in wealth management, lagging the industry. Also, all financial stocks in Canada have sold off. All this won't raise the stock price.
COMMENT
COMMENT
January 22, 2019
A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
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A mini-Berkshire Hathaway. It's done well picking stocks. But when the stock market declines, so does MKL. Look at their book and asset value. Buty this around 1.3-1.5x PB. He will look at this at year's end. Smart management.
COMMENT
COMMENT
January 22, 2019
Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
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Enbridge (ENB-T)
January 22, 2019
Pessimism on this was overdone. Sustainable dividend and could even rise. They have a lot of debt, but interest rates likely won't rise as much. Surprised to see the stock price come back.
DON'T BUY
DON'T BUY
January 22, 2019
He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?
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Saputo Inc. (SAP-T)
January 22, 2019
He solid it last year. He lost faith in them become more than a commodity (dairy) supplier; it lacks pricing power. It's made acquisitions to try to grow, because there's little organic growth. A good, solid company, but can they get passed being a price-taker with no control over the prices of their products?