Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 14, 2019
Dominant in payments. Produces a lot of cash. He thought that tt some point there might be some risk on what they charge to retailers in light of blockchain technology. It hasn't pan out that way. That doesn't seem to be in the investable horizon. A safe place to put your capital.
Visa Inc.(V-N)
March 14, 2019
Dominant in payments. Produces a lot of cash. He thought that tt some point there might be some risk on what they charge to retailers in light of blockchain technology. It hasn't pan out that way. That doesn't seem to be in the investable horizon. A safe place to put your capital.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$154.200
Owned
Unknown
BUY
BUY
March 14, 2019
Question on international telcos - he thinks that the international telcos are into the heavy dividend style investment. Vodafone is in Europe. The US is lower risk. Dividends are going to stable or up with this one and Verizon Communications (VZ-N) as well.
AT&T(T-N)
March 14, 2019
Question on international telcos - he thinks that the international telcos are into the heavy dividend style investment. Vodafone is in Europe. The US is lower risk. Dividends are going to stable or up with this one and Verizon Communications (VZ-N) as well.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$30.280
Owned
Unknown
N/A
N/A
March 14, 2019
The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
The pharmaceuticals and the health technology are not his skill set. The balance sheet is OK for a pharmaceutical. The analyst community seems to like it. (Analysts’ price target is $80.70)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$64.790
Owned
Unknown
DON'T BUY
DON'T BUY
March 14, 2019
A market darling for a few years. When things went difficult in the oil patch they didn't react fast enough. They are still a big oil producer. There is a lot of uncertainty in that regard. A $100 oil seems to be a far away dream now. Stable but what is the catalyst for this to go higher? He doesn't know.
A market darling for a few years. When things went difficult in the oil patch they didn't react fast enough. They are still a big oil producer. There is a lot of uncertainty in that regard. A $100 oil seems to be a far away dream now. Stable but what is the catalyst for this to go higher? He doesn't know.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$3.990
Owned
Unknown
HOLD
HOLD
March 14, 2019
Q3 last year they made $7.2 billion. Q4 last year they made $7.3 billion. EPS is $2 and the dividend is $0.60. There is a lot of room there. He is holding as he thinks that it is more likely to see higher interest rates from here than lower interest rates. (Analysts’ price target is $33.09)
Bank of America(BAC-N)
March 14, 2019
Q3 last year they made $7.2 billion. Q4 last year they made $7.3 billion. EPS is $2 and the dividend is $0.60. There is a lot of room there. He is holding as he thinks that it is more likely to see higher interest rates from here than lower interest rates. (Analysts’ price target is $33.09)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$29.460
Owned
Yes
BUY
BUY
March 14, 2019
They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada.
They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada.
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$74.620
Owned
Yes
COMMENT
COMMENT
March 14, 2019
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
There is a good amount of leverage in this company. Run by 3G Capital. Lately there have been some questions with the cost cut business model that was implemented in Kraft Foods (same team). (Analysts’ price target is $69.43)
Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$83.680
Owned
Unknown