Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 6, 2019
He bought a position after he met the former CEO who talked about selling off assets. He sold at a loss. He's now wary of GE's ability to drive growth with a small collection of segments. He's avoiding GE. The dividend is good--and that's good to de-lever.
He bought a position after he met the former CEO who talked about selling off assets. He sold at a loss. He's now wary of GE's ability to drive growth with a small collection of segments. He's avoiding GE. The dividend is good--and that's good to de-lever.
Andrew Pink
Portfolio Manager, LDIC
Price
$9.110
Owned
No
HOLD
HOLD
March 6, 2019
The preferred B of GMP It's been on a rollercoaster based on rumour of the company being bought and split up. He sees no issue holding the preferreds, but he'd avoid GMP altogether. Doesn't know if there will be a deal. You can hold the preferred, though.
The preferred B of GMP It's been on a rollercoaster based on rumour of the company being bought and split up. He sees no issue holding the preferreds, but he'd avoid GMP altogether. Doesn't know if there will be a deal. You can hold the preferred, though.
Andrew Pink
Portfolio Manager, LDIC
Price
$2.350
Owned
Unknown
DON'T BUY
DON'T BUY
March 6, 2019
He met them last week. A good company. Its dividend pays 5.9% which is safe. But he's apprehensive about Dream because this REIT is based in Europe with lots of regulatory hurdles across many countries. That's tricky.
He met them last week. A good company. Its dividend pays 5.9% which is safe. But he's apprehensive about Dream because this REIT is based in Europe with lots of regulatory hurdles across many countries. That's tricky.
Andrew Pink
Portfolio Manager, LDIC
Price
$13.670
Owned
Unknown
HOLD
HOLD
March 6, 2019
Manulife Floating Rate Senior Loan Fund (MFR-UN.TO) Insurers are a good place to be as interest rates rise eventually. He slightly prefers Sunlife and the banks. The capital markets remain strong. The 5- and 10-year yield curve need to steepen for lifecos to really benefit. MFR's 8.8% dividend is safe and this space is safe.
Manulife Floating Rate Senior Loan Fund (MFR-UN.TO) Insurers are a good place to be as interest rates rise eventually. He slightly prefers Sunlife and the banks. The capital markets remain strong. The 5- and 10-year yield curve need to steepen for lifecos to really benefit. MFR's 8.8% dividend is safe and this space is safe.
Andrew Pink
Portfolio Manager, LDIC
Price
$22.480
Owned
No
COMMENT
COMMENT
March 6, 2019
Doesn't know why it plunged briefly in January. The pipelines have historically been a great investment--good, long-term contracts--and he likes this space, but he can't really comment on KML itself.
Doesn't know why it plunged briefly in January. The pipelines have historically been a great investment--good, long-term contracts--and he likes this space, but he can't really comment on KML itself.
Andrew Pink
Portfolio Manager, LDIC
Price
$15.480
Owned
No
HOLD
HOLD
March 6, 2019
He once owned this. Sit tight with it. He owns Aecon instead. He likes SOX, though, and talks to the CEO. A well-run business. Doesn't know why the dividend was cut.
He once owned this. Sit tight with it. He owns Aecon instead. He likes SOX, though, and talks to the CEO. A well-run business. Doesn't know why the dividend was cut.
Andrew Pink
Portfolio Manager, LDIC
Price
$4.670
Owned
No
BUY
BUY
March 6, 2019
Considering the line 3 delay just announced You can still own this. The line 3 delay surprised him, but he expects it to eventually get going. The delay will not derail ENB. Their dividend is safe.
Enbridge (ENB-T)
March 6, 2019
Considering the line 3 delay just announced You can still own this. The line 3 delay surprised him, but he expects it to eventually get going. The delay will not derail ENB. Their dividend is safe.
Andrew Pink
Portfolio Manager, LDIC
Price
$48.460
Owned
Yes