Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 11, 2019
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure. BAM.A-T is a great company and most people should be owning it.
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure. BAM.A-T is a great company and most people should be owning it.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$63.400
Owned
No
BUY
BUY
April 11, 2019
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure.
It is an amazing company. He cycled out of BAM.A-T to focus on BBU.UN-T. He was blown away in September about how they have build out their infrastructure.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$53.090
Owned
Yes
DON'T BUY
DON'T BUY
April 11, 2019
The payment industry in the US has been a strong performer for some time. The issue is the multiple, being way too high. You have to be strategic about buying it when it is low. The credit card companies are well positioned to grow. He is worried about APPL-Q and their card disrupting the market. He would prefer AMEX, which he does not own at this point.
Visa Inc.(V-N)
April 11, 2019
The payment industry in the US has been a strong performer for some time. The issue is the multiple, being way too high. You have to be strategic about buying it when it is low. The credit card companies are well positioned to grow. He is worried about APPL-Q and their card disrupting the market. He would prefer AMEX, which he does not own at this point.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$157.790
Owned
No
BUY WEAKNESS
BUY WEAKNESS
April 11, 2019
They made a really big shift after the financial crisis, at growing their US franchise which they have been very successful at. Those that have established US businesses leave you more diversified. TD has a yield of just under 4% and he would like to continue to own it.
Toronto Dominion(TD-T)
April 11, 2019
They made a really big shift after the financial crisis, at growing their US franchise which they have been very successful at. Those that have established US businesses leave you more diversified. TD has a yield of just under 4% and he would like to continue to own it.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$73.800
Owned
Yes
DON'T BUY
DON'T BUY
April 11, 2019
A US regional bank focused on the west coast. But they face a much more fiercely competitive environment. There is not a ton of growth here. They are not that diversified.
PacWest Bancorp(PACW-Q)
April 11, 2019
A US regional bank focused on the west coast. But they face a much more fiercely competitive environment. There is not a ton of growth here. They are not that diversified.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$39.500
Owned
No
WATCH
WATCH
April 11, 2019
It has been on a tear. They grew their business in Asia. The multiple is very high because it is such a globally well run company. He would be cautious because a slowdown in consumer spending would hit it. Watch consumer confidence.
Nike Inc(NKE-N)
April 11, 2019
It has been on a tear. They grew their business in Asia. The multiple is very high because it is such a globally well run company. He would be cautious because a slowdown in consumer spending would hit it. Watch consumer confidence.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$84.770
Owned
No
DON'T BUY
DON'T BUY
April 11, 2019
The environment for media assets has been difficult for a quarter or so. CJR.B-T still has a lot of debt and he thinks they will have a tough time servicing their debt going forward.
The environment for media assets has been difficult for a quarter or so. CJR.B-T still has a lot of debt and he thinks they will have a tough time servicing their debt going forward.
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$7.520
Owned
No