Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 7, 2019
All the pipelines have traded well this year. They're bond proxies. He's looking at defensives like this and he ranks IPL fourth among pipeline stocks. He likes pipelines because there's a finite number of them that will be valuable more in the future than now.
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All the pipelines have traded well this year. They're bond proxies. He's looking at defensives like this and he ranks IPL fourth among pipeline stocks. He likes pipelines because there's a finite number of them that will be valuable more in the future than now.
HOLD
HOLD
May 7, 2019
He likes this a lot, but it's misunderstood. Analysts don't value it like a transportation company--but it is. MTL is pulled down with energy service stocks. He's waiting for this to turn around before buying. If you own it, hold it.
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He likes this a lot, but it's misunderstood. Analysts don't value it like a transportation company--but it is. MTL is pulled down with energy service stocks. He's waiting for this to turn around before buying. If you own it, hold it.
BUY
BUY
May 7, 2019
ENB has cleaned up its act, getting rid of some assets, cancelled their DRIP and their valuation is still compelling. Various things have lined up now to propel ENB forward. You can hold this for 25 years and do well. ENB is the best in this sector.
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Enbridge (ENB-T)
May 7, 2019
ENB has cleaned up its act, getting rid of some assets, cancelled their DRIP and their valuation is still compelling. Various things have lined up now to propel ENB forward. You can hold this for 25 years and do well. ENB is the best in this sector.
BUY
BUY
May 7, 2019
It's a had a good run. They have a little more debt than its peers, but they are generating enough cash flow to buy shares, so they're closing that valuation gap. BPY is global. It's undervalued vs. many REITs. It will hit $30.
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It's a had a good run. They have a little more debt than its peers, but they are generating enough cash flow to buy shares, so they're closing that valuation gap. BPY is global. It's undervalued vs. many REITs. It will hit $30.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019
It's one of 15 Canadian stocks that are strong capital allocators and compounders. He's held this on and off for many years. A solid stock. They invest capital well, and acquire very well. A bit of volatility in earnings. Acquisitions are slowing down a bit. He'd buy at $75.
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It's one of 15 Canadian stocks that are strong capital allocators and compounders. He's held this on and off for many years. A solid stock. They invest capital well, and acquire very well. A bit of volatility in earnings. Acquisitions are slowing down a bit. He'd buy at $75.
COMMENT
COMMENT
May 7, 2019
Valuations are too high among the rails, so he doesn't own any. But strong dividend growth and balance sheets. Hold, if you own. Maybe buy on a pullback.
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Valuations are too high among the rails, so he doesn't own any. But strong dividend growth and balance sheets. Hold, if you own. Maybe buy on a pullback.
PARTIAL SELL
PARTIAL SELL
May 7, 2019
When to exit this? If you feel like you should take profits, it's never a bad thing to trim a position. AC is volatile despite making all-time highs. He wishes he owned this. Multiple is still cheap at 3x. It puts up strong quarters. There's a lot to like here. They execute very well.
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Air Canada (AC-T)
May 7, 2019
When to exit this? If you feel like you should take profits, it's never a bad thing to trim a position. AC is volatile despite making all-time highs. He wishes he owned this. Multiple is still cheap at 3x. It puts up strong quarters. There's a lot to like here. They execute very well.