Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 16, 2019
It is a lot of natural gas, compared to other renewable energies. It has a fairly low environmental score. They are not a leader or ahead of the curve in transition to renewable.
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Hydro One (H-T)
May 16, 2019
It is a lot of natural gas, compared to other renewable energies. It has a fairly low environmental score. They are not a leader or ahead of the curve in transition to renewable.
TOP PICK
TOP PICK
May 16, 2019
It is a new ETF. This is another global ETF that is socially responsible (no tobacco, alcohol, Military etc.) and fossil fuel free. We can use this as a simple way to build a 'do no evil' portfolio. It does not have big tech companies. It will be large companies.
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It is a new ETF. This is another global ETF that is socially responsible (no tobacco, alcohol, Military etc.) and fossil fuel free. We can use this as a simple way to build a 'do no evil' portfolio. It does not have big tech companies. It will be large companies.
TOP PICK
TOP PICK
May 16, 2019
It is a 'doing more good' ETF. It has utilities, tech. You don't take risk but earn some income. It is a way to not pick individual technologies.
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It is a 'doing more good' ETF. It has utilities, tech. You don't take risk but earn some income. It is a way to not pick individual technologies.
TOP PICK
TOP PICK
May 16, 2019
They are involved in retrofits of old buildings. You build an envelope around and seal everything and dramatically improve energy efficiency. They have a really cool technology.
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They are involved in retrofits of old buildings. You build an envelope around and seal everything and dramatically improve energy efficiency. They have a really cool technology.
BUY
BUY
May 16, 2019
He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed is not raising rates. The US dollars is threaten just because it has done so well. Demand is enhanced and supply is curtailed. Technically we are still at a point where nothing has happened.
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He rarely talks about Gold. He thinks it is a strong sector bet. It is been out of favor for so long that mines have closed, productions have closed, mergers and acquisitions happened. Central Banks are now massive buyers of Gold. they want to get out of the US dollar. The Fed is not raising rates. The US dollars is threaten just because it has done so well. Demand is enhanced and supply is curtailed. Technically we are still at a point where nothing has happened.
SELL
SELL
May 16, 2019

REIT that specializes in eastern Ontario and Quebec. He initiated the position in 2010. When you do the math he made 13.5% annualized. Problem is they are over distributing. They got to a point f exhaustion. It is a great exit point.

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REIT that specializes in eastern Ontario and Quebec. He initiated the position in 2010. When you do the math he made 13.5% annualized. Problem is they are over distributing. They got to a point f exhaustion. It is a great exit point.

HOLD
HOLD
May 16, 2019
Complicated. They cut their distribution. A retail favored REIT with a sexy yield. Then it dropped. They are restructuring. Trading at a more reasonable valuation now. There is some upside now. Worth holding now. Good Managers.
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Complicated. They cut their distribution. A retail favored REIT with a sexy yield. Then it dropped. They are restructuring. Trading at a more reasonable valuation now. There is some upside now. Worth holding now. Good Managers.