Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 21, 2019
Though near its all-time high, you could still open a position today. Most recent quarter they reaffirmed dividend growth rate of 7-10% for next 3 years. Payout ratio is expected to go down. Free cash flow is expected to double over the next 3 years. The stock probably has some upside.
Telus Corp (T-T)
May 21, 2019
Though near its all-time high, you could still open a position today. Most recent quarter they reaffirmed dividend growth rate of 7-10% for next 3 years. Payout ratio is expected to go down. Free cash flow is expected to double over the next 3 years. The stock probably has some upside.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$49.850
Owned
Yes
DON'T BUY
DON'T BUY
May 21, 2019
Wouldn't be buying. Lumpy business, because when you get that large, it's hard to keep moving the needle. Engineering consulting is tough. NVEE, a US company, is in his portfolio. NV5 Global does growth by acquisition, no overseas risk. NVEE stock's a bit volatile, because of a recent accounting scare.
Wouldn't be buying. Lumpy business, because when you get that large, it's hard to keep moving the needle. Engineering consulting is tough. NVEE, a US company, is in his portfolio. NV5 Global does growth by acquisition, no overseas risk. NVEE stock's a bit volatile, because of a recent accounting scare.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$27.020
Owned
No
BUY
BUY
May 21, 2019
A small US company in his portfolio. Does growth by acquisition, so no overseas risk. Stock's a bit volatile, because of a recent accounting scare.
NV5 Global (NVEE-Q)
May 21, 2019
A small US company in his portfolio. Does growth by acquisition, so no overseas risk. Stock's a bit volatile, because of a recent accounting scare.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$79.470
Owned
Yes
BUY
BUY
May 21, 2019
Top choice for a utility stock in Canada. Skilled at making acquisitions. Longest run, with Canadian Utilities, of raising dividends for over 40 consecutive years. Safe and steady, though upside may not be as high as some others. As long as you're prepared to hold for the long term. Yield is 3.6%.
Fortis Inc. (FTS-T)
May 21, 2019
Top choice for a utility stock in Canada. Skilled at making acquisitions. Longest run, with Canadian Utilities, of raising dividends for over 40 consecutive years. Safe and steady, though upside may not be as high as some others. As long as you're prepared to hold for the long term. Yield is 3.6%.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$50.220
Owned
Yes
COMMENT
COMMENT
May 21, 2019
Has come off a fair bit. One factor could be that US federal government helps pay for municipal buses, and this expires in 2020. So long-term funding is in question. Stock got ahead of itself in the last couple of years, so now it's normalizing.
Has come off a fair bit. One factor could be that US federal government helps pay for municipal buses, and this expires in 2020. So long-term funding is in question. Stock got ahead of itself in the last couple of years, so now it's normalizing.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$32.550
Owned
Unknown
BUY
BUY
May 21, 2019
Forest stocks have really been taking a hit. You could probably open a position today, as sentiment and last couple of quarters have been negative. Indications that US lumber pricing and new home construction are starting to pick up. Lumber is at trough prices, so that's usually a good time to get in.
Canfor Corp (CFP-T)
May 21, 2019
Forest stocks have really been taking a hit. You could probably open a position today, as sentiment and last couple of quarters have been negative. Indications that US lumber pricing and new home construction are starting to pick up. Lumber is at trough prices, so that's usually a good time to get in.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$10.100
Owned
Unknown
TOP PICK
TOP PICK
May 21, 2019
Price is discounting a large recession. Trading at 5x 2019 expected earnings. Revenues and earnings are still expected to be positive this year. Also in aerial lifts and agriculture. More diversified than Magna. Yield is 1.06%. (Analysts’ price target is $61.50)
Linamar Corp (LNR-T)
May 21, 2019
Price is discounting a large recession. Trading at 5x 2019 expected earnings. Revenues and earnings are still expected to be positive this year. Also in aerial lifts and agriculture. More diversified than Magna. Yield is 1.06%. (Analysts’ price target is $61.50)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$45.190
Owned
Yes