Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 1, 2019
This is lagging their peers in the US financial space. If interest rates increase, earnings will grow. He thinks their reputation still needs some improving before it brings back investors.
Wells Fargo (WFC-N)
February 1, 2019
This is lagging their peers in the US financial space. If interest rates increase, earnings will grow. He thinks their reputation still needs some improving before it brings back investors.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$48.910
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
Walt Disney (DIS-N)
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$111.300
Owned
No
BUY WEAKNESS
BUY WEAKNESS
February 1, 2019
They have announced some write-downs on oil sands related assets in Q4, but they have a very clean balance sheet. They do not have any massive capex projects upcoming to eat into their cash flow. He sees any further weakness as a buy opportunity.
They have announced some write-downs on oil sands related assets in Q4, but they have a very clean balance sheet. They do not have any massive capex projects upcoming to eat into their cash flow. He sees any further weakness as a buy opportunity.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$30.760
Owned
Unknown
DON'T BUY
DON'T BUY
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
Kinaxis Inc (KXS-T)
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$78.310
Owned
No
HOLD
HOLD
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
Costco Wholesale (COST-Q)
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$210.270
Owned
No
DON'T BUY
DON'T BUY
February 1, 2019
They effectively sold their airplane division. He looks for companies with good balance sheets and strong margins. He does not see this as a good margin business and would rather look for more quantifiable investments.
They effectively sold their airplane division. He looks for companies with good balance sheets and strong margins. He does not see this as a good margin business and would rather look for more quantifiable investments.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$1.970
Owned
No
HOLD
HOLD
February 1, 2019
He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
Descartes (DSG-T)
February 1, 2019
He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$41.520
Owned
No