Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 11, 2019
(A Top Pick Apr 04/18, Up 11%) He's happy with it. It's close to its all-time high and its latest quarterly was quite impressive even with GDP growth slowing--RY's earnings frew 7%, the best in its class. That's all organic growth without acquisitions. They had strong capital markets unit performance and so is their U.S. unit.
Royal Bank(RY-T)
April 11, 2019
(A Top Pick Apr 04/18, Up 11%) He's happy with it. It's close to its all-time high and its latest quarterly was quite impressive even with GDP growth slowing--RY's earnings frew 7%, the best in its class. That's all organic growth without acquisitions. They had strong capital markets unit performance and so is their U.S. unit.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$103.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 11, 2019
(A Top Pick Apr 04/18, Up 43%) He is early buying this in fall 2015 and frustrating for the following year, but it's done well lately. It's improving in communicating with the street; they've been bad at that. They'll still do growth by acquisition, but instead of that being 75%, it'll now be a 50/50 split with organic growth. He hasn't trimmed his holdings. Still likes it.
(A Top Pick Apr 04/18, Up 43%) He is early buying this in fall 2015 and frustrating for the following year, but it's done well lately. It's improving in communicating with the street; they've been bad at that. They'll still do growth by acquisition, but instead of that being 75%, it'll now be a 50/50 split with organic growth. He hasn't trimmed his holdings. Still likes it.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$80.750
Owned
Yes
TOP PICK
TOP PICK
April 11, 2019
New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)
New leadership has cleaned up the battle with franchisees a few years ago. The last CEO ramped up Horton's same-store sales growth. This organic growth will continue as well as acquisitions to come. (Analysts’ price target is $93.67)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$88.310
Owned
Yes
TOP PICK
TOP PICK
April 11, 2019
Pays a growing dividend of 3.5% that has been growing steadily. Ft. Hills and Hebron, 2 big growth projects, are now online. They have downstream integration which insulates them from the commidity differentials that other oil players face. (Analysts’ price target is $54.48)
Suncor Energy Inc(SU-T)
April 11, 2019
Pays a growing dividend of 3.5% that has been growing steadily. Ft. Hills and Hebron, 2 big growth projects, are now online. They have downstream integration which insulates them from the commidity differentials that other oil players face. (Analysts’ price target is $54.48)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$44.250
Owned
Yes
TOP PICK
TOP PICK
April 11, 2019
A cheap stock that pays a 5.5% yield, It's re-rating higher. They are pivoting away from malls to mixed-use properties with condos on top--high-density buildings. (Analysts’ price target is $27.50)
A cheap stock that pays a 5.5% yield, It's re-rating higher. They are pivoting away from malls to mixed-use properties with condos on top--high-density buildings. (Analysts’ price target is $27.50)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$26.320
Owned
Yes
WEAK BUY
WEAK BUY
April 11, 2019
CNQ vs. Suncor Owns and prefers Suncor because of its downstream integration. CNQ though looks interesting now as it flirts with its 200-day moving average. Valuation is low at P/B and pays a 3.9% yield, which is high in this sector. The stock is discounted for CNQ. The major risk is that it's a pure play on WCS. Otherwise, a great company.
CNQ vs. Suncor Owns and prefers Suncor because of its downstream integration. CNQ though looks interesting now as it flirts with its 200-day moving average. Valuation is low at P/B and pays a 3.9% yield, which is high in this sector. The stock is discounted for CNQ. The major risk is that it's a pure play on WCS. Otherwise, a great company.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$39.590
Owned
No
BUY
BUY
April 11, 2019
CNQ vs. Suncor Owns and prefers Suncor because of its downstream integration. CNQ though looks interesting now as it flirts with its 200-day moving average. Valuation is low at P/B and pays a 3.9% yield, which is high in this sector. The stock is discounted for CNQ. The major risk is that it's a pure play on WCS. Otherwise, a great company.
Suncor Energy Inc(SU-T)
April 11, 2019
CNQ vs. Suncor Owns and prefers Suncor because of its downstream integration. CNQ though looks interesting now as it flirts with its 200-day moving average. Valuation is low at P/B and pays a 3.9% yield, which is high in this sector. The stock is discounted for CNQ. The major risk is that it's a pure play on WCS. Otherwise, a great company.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$44.250
Owned
Yes