Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 15, 2019
He likes this and the dividend is sustainable. He has been shying away from the energy sector. If you are looking for cash flow, probably not too bad. He is concerned with Canadian energy. Probably some upside to this name, and currently a good entry point. Has a $38 target.
Keyera Corp(KEY-T)
March 15, 2019
He likes this and the dividend is sustainable. He has been shying away from the energy sector. If you are looking for cash flow, probably not too bad. He is concerned with Canadian energy. Probably some upside to this name, and currently a good entry point. Has a $38 target.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$32.500
Owned
No
DON'T BUY
DON'T BUY
March 15, 2019
Bullion exposure? He sees gold as money. He owns gold. The speculation will come from the producers. He buys Sprott and stays away from GLD. These are long term strategies.
SPDR Gold ETF(GLD-N)
March 15, 2019
Bullion exposure? He sees gold as money. He owns gold. The speculation will come from the producers. He buys Sprott and stays away from GLD. These are long term strategies.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$122.970
Owned
No
COMMENT
COMMENT
March 15, 2019
Dividend is ok. He does not follow this name.
Capital Power(CPX-T)
March 15, 2019
Dividend is ok. He does not follow this name.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$32.270
Owned
No
DON'T BUY
DON'T BUY
March 15, 2019
Prem Watsa can do not wrong. This has been built on the backs of the financial sector over the years. However, he owns Fairfax India. As a long term strategy he prefers Fairfax India. Currency wise, anything in Asia should do well. Growth potential in Asian financials should be exponential over the next few years. Better growth market with the India play.
Fairfax Financial(FFH-T)
March 15, 2019
Prem Watsa can do not wrong. This has been built on the backs of the financial sector over the years. However, he owns Fairfax India. As a long term strategy he prefers Fairfax India. Currency wise, anything in Asia should do well. Growth potential in Asian financials should be exponential over the next few years. Better growth market with the India play.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$609.040
Owned
No
BUY WEAKNESS
BUY WEAKNESS
March 15, 2019
The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$33.220
Owned
Yes
WAIT
WAIT
March 15, 2019
He likes pipelines and utility companies. TRP is a little more diversified and will benefit longer term. He thinks there are better buying opportunities in this name by waiting. There is no national strategy of pipelines, however this may happen when prices start rising.
TransCanada Corp(TRP-T)
March 15, 2019
He likes pipelines and utility companies. TRP is a little more diversified and will benefit longer term. He thinks there are better buying opportunities in this name by waiting. There is no national strategy of pipelines, however this may happen when prices start rising.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$60.200
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 15, 2019
(A Top Pick Jun 22/18, Down 31%) He still likes this. This is beautiful technology. They are actually a miner. His strategy is to have this at 2.5% of his portfolio, so has continually added as the price has come down. He has not lost faith in this, just thinks it is early.
(A Top Pick Jun 22/18, Down 31%) He still likes this. This is beautiful technology. They are actually a miner. His strategy is to have this at 2.5% of his portfolio, so has continually added as the price has come down. He has not lost faith in this, just thinks it is early.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.510
Owned
Yes