Latest Expert Opinions

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Opinion
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COMMENT
COMMENT
February 13, 2019
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
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Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
COMMENT
COMMENT
February 13, 2019
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
Show full opinionHide full opinion
Chartwell vs Sienna She owns Chartwell and thinks both are in a growing sector -- senior housing. Sienna has a lower level of regulation, compared to Chartwell, due to the former's higher level of long term care facilities. Chartwell holds the largest market share in Canada -- giving them economies of scale. Chartwell's yield is just under 4% and they have a good pipeline to develop future growth.
WAIT
WAIT
February 13, 2019
The company has gone through a lot of change and the market has reacted negatively. She got out of it as their satellite business was slowing. They acquired a US digital imaging business and now they are much more leveraged. They also had one of their satellite's recently was lost, which will negatively impact their earnings. A new CEO will be hopeful, but she does not have a good sense of their earnings growth. She wants to wait.
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Maxar Technologies (MAXR-T)
February 13, 2019
The company has gone through a lot of change and the market has reacted negatively. She got out of it as their satellite business was slowing. They acquired a US digital imaging business and now they are much more leveraged. They also had one of their satellite's recently was lost, which will negatively impact their earnings. A new CEO will be hopeful, but she does not have a good sense of their earnings growth. She wants to wait.
HOLD
HOLD
February 13, 2019
She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
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Inter Pipeline (IPL-T)
February 13, 2019
She thinks the yield is safe. She holds two other pipelines instead. Yield 8.1%.
WAIT
WAIT
February 13, 2019
With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
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Facebook (FB-Q)
February 13, 2019
With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
DON'T BUY
DON'T BUY
February 13, 2019

This bus manufacturer also has a service offering as well. There had been fears that a slowdown in the US economy would hurt orders. She does not see a compelling reason to own this as the earnings are not defensible.

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This bus manufacturer also has a service offering as well. There had been fears that a slowdown in the US economy would hurt orders. She does not see a compelling reason to own this as the earnings are not defensible.

DON'T BUY
DON'T BUY
February 13, 2019
The pullback in the stock price might be related to the spreads in their business. She is not looking at this due to the unpredictability of earnings.
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Parkland Fuel Corp (PKI-T)
February 13, 2019
The pullback in the stock price might be related to the spreads in their business. She is not looking at this due to the unpredictability of earnings.