Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips.
It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$270.200
Owned
Yes
WATCH
WATCH
January 31, 2019
He likes it. It is not a large cap. Money flows have primarily been in the large caps for energy. We are just starting to see money flow into the mid-caps. This one has a nice dividend and has been punished. It could still stay lower for longer. Higher commodity prices and getting pipelines built will all help. He likes the fact that it is light oil and has a dividend.
Whitecap Resources(WCP-T)
January 31, 2019
He likes it. It is not a large cap. Money flows have primarily been in the large caps for energy. We are just starting to see money flow into the mid-caps. This one has a nice dividend and has been punished. It could still stay lower for longer. Higher commodity prices and getting pipelines built will all help. He likes the fact that it is light oil and has a dividend.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$4.430
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
There is lot of value hidden in this one. It is expensive but it is blue chip. It is like a mini-mutual fund.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$205.540
Owned
Unknown
WATCH
WATCH
January 31, 2019
It is on his radar as a buy but he has not purchased it yet. A positive decision on tariffs with China should get you to $36.
It is on his radar as a buy but he has not purchased it yet. A positive decision on tariffs with China should get you to $36.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$32.000
Owned
No
BUY
BUY
January 31, 2019
Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price.
Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1.850
Owned
Yes
DON'T BUY
DON'T BUY
January 31, 2019
He got out a year and a half ago. They are working out problems of too much debt and an acquisition that did not go as planned. You do not need to be there. See his top picks for one he prefers. He owns a spinout from them from last year.
Altagas Ltd(ALA-T)
January 31, 2019
He got out a year and a half ago. They are working out problems of too much debt and an acquisition that did not go as planned. You do not need to be there. See his top picks for one he prefers. He owns a spinout from them from last year.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.450
Owned
No
DON'T BUY
DON'T BUY
January 31, 2019
It is run out of Hong Kong. There are other oil companies. He prefers others. You should not have to worry about how they are managing the business.
Husky Energy(HSE-T)
January 31, 2019
It is run out of Hong Kong. There are other oil companies. He prefers others. You should not have to worry about how they are managing the business.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$15.590
Owned
No