Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 7, 2019
XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows they are waiting for. The commodity complex could see strength. All three should do well.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$70.570
Owned
Unknown
SELL
SELL
February 7, 2019

It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

Inter Pipeline (IPL-T)
February 7, 2019

It is a bit of a poor cousin to ENB-T. Despite the fact that defensives sectors did well through the fall, it is still at a 52 week low relative to the market so its been signifncantly under performing. He would stay in ENB-T, but look even more for dividend growth. He suggests looking more to dividend growth like financials vs the big pipes.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$20.680
Owned
Unknown
COMMENT
COMMENT
February 7, 2019
What comes screaming back is the previous leaders. There is persistence. Internet retail is the first one to break down and the first one to reverse. Basic materials are the area starting to make a turn. It would be complimentary to add some Canada.
What comes screaming back is the previous leaders. There is persistence. Internet retail is the first one to break down and the first one to reverse. Basic materials are the area starting to make a turn. It would be complimentary to add some Canada.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$215.120
Owned
Unknown
WAIT
WAIT
February 7, 2019
The problem is that life insurance companies are having a tough time. You are dealing with a tough sector back drop.
Manulife Financial (MFC-T)
February 7, 2019
The problem is that life insurance companies are having a tough time. You are dealing with a tough sector back drop.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$21.090
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
February 7, 2019
The auto and auto sector rolled over early last year with a mid-cycle slow down. This sector is relatively outperforming now. He thinks we have seen a turn. We need a pull back. Then they will perform well over the next year.
Magna Int'l. (A) (MG-T)
February 7, 2019
The auto and auto sector rolled over early last year with a mid-cycle slow down. This sector is relatively outperforming now. He thinks we have seen a turn. We need a pull back. Then they will perform well over the next year.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$67.480
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 7, 2019
(A Top Pick Jan 31/18, Up 13%) There is a secular theme in software as a service, as well as the cloud and this one is right in the middle of this. They are the absolute leader in their space. It pulled off its highs, but as one of the last stocks to sell off, it is a company you can buy here and hold it for 2 to 3 years.
Microsoft (MSFT-Q)
February 7, 2019
(A Top Pick Jan 31/18, Up 13%) There is a secular theme in software as a service, as well as the cloud and this one is right in the middle of this. They are the absolute leader in their space. It pulled off its highs, but as one of the last stocks to sell off, it is a company you can buy here and hold it for 2 to 3 years.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$105.210
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 7, 2019
(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$45.180
Owned
No