Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 12, 2019
Hold it. The near-9% dividend and their non-North American focus are positives, but VET is getting painted with the same brush (Canadian oil). You're getting paid to wait; time is your best friend.
Vermilion Energy Inc(VET-T)
February 12, 2019
Hold it. The near-9% dividend and their non-North American focus are positives, but VET is getting painted with the same brush (Canadian oil). You're getting paid to wait; time is your best friend.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$31.420
Owned
Unknown
TOP PICK
TOP PICK
February 12, 2019
Good allocators of capital, going into distressed projects, fixing them up then selling them. Sold a Chilean asset for a 17% return. Strong $1-billion backlog. Dividend is paid in US dollars, which he likes. Assets around the world, so diversified. Smart managers. A defensive play. (Analysts’ price target is $59.31)
Good allocators of capital, going into distressed projects, fixing them up then selling them. Sold a Chilean asset for a 17% return. Strong $1-billion backlog. Dividend is paid in US dollars, which he likes. Assets around the world, so diversified. Smart managers. A defensive play. (Analysts’ price target is $59.31)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$53.040
Owned
Yes
TOP PICK
TOP PICK
February 12, 2019
Good growth. Loan losses are very conservative. GS will probably do M&A in this late cycle. Expects good performance here. (Analysts’ price target is $230.46)
Goldman Sachs(GS-N)
February 12, 2019
Good growth. Loan losses are very conservative. GS will probably do M&A in this late cycle. Expects good performance here. (Analysts’ price target is $230.46)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$195.040
Owned
Yes
TOP PICK
TOP PICK
February 12, 2019
Disney Plus will be its new streaming service. They bought Fox assets, which will help that platform. They already create content for their amusement parks and will for their streaming service. ESPN Plus has enjoyed massive subscriber growth, paving the way for Disney Plus. (Analysts’ price target is $126.55)
Walt Disney(DIS-N)
February 12, 2019
Disney Plus will be its new streaming service. They bought Fox assets, which will help that platform. They already create content for their amusement parks and will for their streaming service. ESPN Plus has enjoyed massive subscriber growth, paving the way for Disney Plus. (Analysts’ price target is $126.55)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$109.795
Owned
Yes
BUY
BUY
February 12, 2019
vs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
SalesForce.com Inc.(CRM-N)
February 12, 2019
vs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$163.040
Owned
Unknown
DON'T BUY
DON'T BUY
February 12, 2019
vs. Salesforce He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
Netflix Inc.(NFLX-Q)
February 12, 2019
vs. Salesforce He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$357.897
Owned
Unknown
BUY
BUY
February 12, 2019
In Canada, there are only two railways. CN's operating ratio is good. Their only negative is that they depend on price increases for growth. He doesn't see new pipelines, so crude by rail will continue to thrive. A definite long-term hold.
In Canada, there are only two railways. CN's operating ratio is good. Their only negative is that they depend on price increases for growth. He doesn't see new pipelines, so crude by rail will continue to thrive. A definite long-term hold.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$108.300
Owned
Unknown