Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 7, 2019

They've done an amazing job and are masterful acquirers. A brilliant chart. If you own this, hold it, definitely. But it's riskier as they grow internationally in Europe. Credit the management team for building this company. A Canadian success story that has flourished even in the States.

Show full opinionHide full opinion

They've done an amazing job and are masterful acquirers. A brilliant chart. If you own this, hold it, definitely. But it's riskier as they grow internationally in Europe. Credit the management team for building this company. A Canadian success story that has flourished even in the States.

BUY
BUY
May 7, 2019
The premier investment bank in the world. They've never had to dilute shares. They have less competition now, though encountered trouble in Malaysia and will likely pay a hefty penalty of $6-7 billion. They can absorb this. Valuation is cheap and should continue to thrive.
Show full opinionHide full opinion
The premier investment bank in the world. They've never had to dilute shares. They have less competition now, though encountered trouble in Malaysia and will likely pay a hefty penalty of $6-7 billion. They can absorb this. Valuation is cheap and should continue to thrive.
DON'T BUY
DON'T BUY
May 7, 2019

This field is getting crowded with Apple Pay coming, though PayPal is a good business. People are using their phones to pay more and more, especially in China which has its own digital payments systems. PayPal's best growth is behind them.

Show full opinionHide full opinion

This field is getting crowded with Apple Pay coming, though PayPal is a good business. People are using their phones to pay more and more, especially in China which has its own digital payments systems. PayPal's best growth is behind them.

DON'T BUY
DON'T BUY
May 7, 2019
Energy is benefitting from the current bump in oil prices. But he prefers the integrateds like BP and Royal Dutch Shell than Chevron.
Show full opinionHide full opinion
Energy is benefitting from the current bump in oil prices. But he prefers the integrateds like BP and Royal Dutch Shell than Chevron.
SELL
SELL
May 7, 2019
A poorly managed company that struggles to deliver on its products. There's no end to their problems. BBD needs to reduce its huge debt and get the family out of ownership, though it's not possible now. It also needs to get rid of its dual-class share structure.
Show full opinionHide full opinion
A poorly managed company that struggles to deliver on its products. There's no end to their problems. BBD needs to reduce its huge debt and get the family out of ownership, though it's not possible now. It also needs to get rid of its dual-class share structure.
TOP PICK
TOP PICK
May 7, 2019
Huge cash flow. They made a big acquisiton of BHP in 2018 and their timing was impeccable. Pays a 5.5% yield that'll grow. They're a big investor in renewables. A cheap stock at 11x earnings. (Analysts’ price target is $50.32)
Show full opinionHide full opinion
BP PLC (BP-N)
May 7, 2019
Huge cash flow. They made a big acquisiton of BHP in 2018 and their timing was impeccable. Pays a 5.5% yield that'll grow. They're a big investor in renewables. A cheap stock at 11x earnings. (Analysts’ price target is $50.32)
TOP PICK
TOP PICK
May 7, 2019
Known for their gorilla glass, but they're also into augmented reality, a growth market. They've bought back a third of their shares. Trading at 14x earnings. Expect double-digit dividend growth. (Analysts’ price target is $36.72)
Show full opinionHide full opinion
Known for their gorilla glass, but they're also into augmented reality, a growth market. They've bought back a third of their shares. Trading at 14x earnings. Expect double-digit dividend growth. (Analysts’ price target is $36.72)