Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 31, 2019
Looks a little bit like a value trap. A competitive business. Subscriber growth is flattening out. The company keeps on adding debt every year. There is not a lot of dividend coverage. Not a fan of the sector. (Analysts’ price target is $34.35)
AT&T(T-N)
January 31, 2019
Looks a little bit like a value trap. A competitive business. Subscriber growth is flattening out. The company keeps on adding debt every year. There is not a lot of dividend coverage. Not a fan of the sector. (Analysts’ price target is $34.35)
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$30.060
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2019
He thinks it is the best of the FAANG stocks. But a difficult one to value. He would never want to bet against them as they are eating the world. But having said that they can not keep on growing in the way yet have or they would own the entire retail world.
Amazon.com(AMZN-Q)
January 31, 2019
He thinks it is the best of the FAANG stocks. But a difficult one to value. He would never want to bet against them as they are eating the world. But having said that they can not keep on growing in the way yet have or they would own the entire retail world.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$1718.730
Owned
No
DON'T BUY
DON'T BUY
January 31, 2019
Canadian Banks have recovered. They have a strong US operations. They benefited from the strong US dollar that is not going to persist forever. Canadian banks are more expensive than banks elsewhere. They deserve a premium but not by this degree. And the Canadian economy is showing signs of weakness.
Toronto Dominion(TD-T)
January 31, 2019
Canadian Banks have recovered. They have a strong US operations. They benefited from the strong US dollar that is not going to persist forever. Canadian banks are more expensive than banks elsewhere. They deserve a premium but not by this degree. And the Canadian economy is showing signs of weakness.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$74.000
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2019
They made a huge acquisition a few years ago and took on debt. They are OK financially but they overpaid for the company. He prefers other areas in the Health Care space. It is a big question mark how they integrate this company.
Becton Dickinson(BDX-N)
January 31, 2019
They made a huge acquisition a few years ago and took on debt. They are OK financially but they overpaid for the company. He prefers other areas in the Health Care space. It is a big question mark how they integrate this company.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$249.460
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2019
Getting involved in the streaming business that is becoming crowded. Amazing company. In a decelerating economy it will probably not do as well. The consumer cyclical in this environment is difficult.
Walt Disney(DIS-N)
January 31, 2019
Getting involved in the streaming business that is becoming crowded. Amazing company. In a decelerating economy it will probably not do as well. The consumer cyclical in this environment is difficult.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$111.520
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2019
World's largest alcoholic beverage company in the world. Minimum growth business in the last couple of years, Solid dividend payer. You are paying above market multiple for a very low growth company.
Diageo PLC(DEO-N)
January 31, 2019
World's largest alcoholic beverage company in the world. Minimum growth business in the last couple of years, Solid dividend payer. You are paying above market multiple for a very low growth company.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$152.650
Owned
Unknown
WATCH
WATCH
January 31, 2019
Very tied to online sales. Wondering if the lower guidance of Amazon.com (AMZN-Q) wouldn't be an indication of what is going to affect them.
FedEx(FDX-N)
January 31, 2019
Very tied to online sales. Wondering if the lower guidance of Amazon.com (AMZN-Q) wouldn't be an indication of what is going to affect them.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$177.570
Owned
Unknown