Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 10, 2019
China impacts? A neutral valuation for him. Trades at 14 times earnings. Lots of room to improve the yield going forward. Just not compelling right now. Issues with China may result in slightly higher prices. (Analysts’ price target is $170.31)
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China impacts? A neutral valuation for him. Trades at 14 times earnings. Lots of room to improve the yield going forward. Just not compelling right now. Issues with China may result in slightly higher prices. (Analysts’ price target is $170.31)
HOLD
HOLD
May 10, 2019
They have consistently grown their yield. It operates in an oligopoly. It has been right sizing some of their businesses. A rate decrease will hurt their earnings. Not the cheapest in the space. Yield 4.85%
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They have consistently grown their yield. It operates in an oligopoly. It has been right sizing some of their businesses. A rate decrease will hurt their earnings. Not the cheapest in the space. Yield 4.85%
COMMENT
COMMENT
May 10, 2019
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
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He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
COMMENT
COMMENT
May 10, 2019
He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
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He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.
WAIT
WAIT
May 10, 2019
A more levered up energy company. It has become historically cheap. Trades at 0.4 times book. He needs to see price momentum turn before getting in.
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A more levered up energy company. It has become historically cheap. Trades at 0.4 times book. He needs to see price momentum turn before getting in.
BUY WEAKNESS
BUY WEAKNESS
May 10, 2019
Okay price valuation trading at 13 times earnings and a fair amount of debt. ROE only 11%. Neutral to him.
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Cargojet Inc (CJT-T)
May 10, 2019
Okay price valuation trading at 13 times earnings and a fair amount of debt. ROE only 11%. Neutral to him.
DON'T BUY
DON'T BUY
May 10, 2019
Had beaten earnings strongly recently. It now has price momentum. It still holds a lot of debt. It has a low ROE. Not one he would own. (Analysts’ price target is $11.38)
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Had beaten earnings strongly recently. It now has price momentum. It still holds a lot of debt. It has a low ROE. Not one he would own. (Analysts’ price target is $11.38)