Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 31, 2019
He sees a bit of a bump in the shares this year. He thinks it will get to $3.50 this year. It is heavy and medium oil. It has a lot more headwinds than a light oil producer. They had to trim their dividend.
Cardinal Energy Ltd (CJ-T)
January 31, 2019
He sees a bit of a bump in the shares this year. He thinks it will get to $3.50 this year. It is heavy and medium oil. It has a lot more headwinds than a light oil producer. They had to trim their dividend.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$2.180
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
They stand by their dividend, not cutting it in the last few years. 30% of their production is out of Canada. They have Australia, France, Germany, and the Netherlands. Below $40 it is a name you should own as an oil stock. (Analysts’ price target is $42.00)
They stand by their dividend, not cutting it in the last few years. 30% of their production is out of Canada. They have Australia, France, Germany, and the Netherlands. Below $40 it is a name you should own as an oil stock. (Analysts’ price target is $42.00)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$32.200
Owned
Yes
WATCH
WATCH
January 31, 2019
It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.
It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$15.210
Owned
Unknown
BUY
BUY
January 31, 2019
It is at about a 30% discount to NAV and he thinks it should be only 15%. It pays a yield and it should go up 15% this year. London properties have an overhang until BREXIT settles. They have contrarian malls in their portfolio in the US. They will turn the value of the real estate around in 3-5 years.
It is at about a 30% discount to NAV and he thinks it should be only 15%. It pays a yield and it should go up 15% this year. London properties have an overhang until BREXIT settles. They have contrarian malls in their portfolio in the US. They will turn the value of the real estate around in 3-5 years.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$23.920
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 31, 2019
Typically it is around $100 and is around $90 at present so a good a time to buy. Bond yields are low and the asset management business has seen fee compression. People are living longer and so there has been some mispricing on life insurance contracts. It has been a though business for a couple of years. It pays a dividend. It will probably get double digit returns this year. He would buy it down here.
Typically it is around $100 and is around $90 at present so a good a time to buy. Bond yields are low and the asset management business has seen fee compression. People are living longer and so there has been some mispricing on life insurance contracts. It has been a though business for a couple of years. It pays a dividend. It will probably get double digit returns this year. He would buy it down here.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$92.140
Owned
Yes
BUY
BUY
January 31, 2019
It is one of his top ideas this year. The ecosystem they have means he sends them money each month for storage. Here is a consumer company trading at only 9 times earnings.
Apple (AAPL-Q)
January 31, 2019
It is one of his top ideas this year. The ecosystem they have means he sends them money each month for storage. Here is a consumer company trading at only 9 times earnings.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$166.440
Owned
Yes
TOP PICK
TOP PICK
January 31, 2019
There is massive demand for industrial properties: data centers and places to store stuff. It trades in US dollars even if listed in Canada. It is US properties.
There is massive demand for industrial properties: data centers and places to store stuff. It trades in US dollars even if listed in Canada. It is US properties.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$14.230
Owned
Yes