Latest Expert Opinions

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Kraft Heinz Company (KHC-Q)
June 4, 2019
He would not be a buyer. It has had troubles, with Warren Buffet having to step in. Consumer tastes have changed and they have been slow to adapt. The company has taken on a large amount of debt for the acquisition. There have not been enough catalysts to get him back on board so he will continue to wait.
Kraft Heinz Company (KHC-Q)
June 4, 2019
He would not be a buyer. It has had troubles, with Warren Buffet having to step in. Consumer tastes have changed and they have been slow to adapt. The company has taken on a large amount of debt for the acquisition. There have not been enough catalysts to get him back on board so he will continue to wait.
food processing
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$28.670
Owned
No
BUY WEAKNESS
BUY WEAKNESS
Canadian National R.R. (CNR-T)
June 4, 2019
A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.
Canadian National R.R. (CNR-T)
June 4, 2019
A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.
Transportation
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$121.140
Owned
Unknown
DON'T BUY
DON'T BUY
Facebook (FB-Q)
June 4, 2019
He does not think this is a good investment. The privacy issues and data breaches on several occasions appear to be a flaw in their business model. Their monthly and daily users have increased for some time and he thinks it will hard to maintain that growth much longer. The privacy concerns could drag on for a long time. He would stay on the sidelines.
Facebook (FB-Q)
June 4, 2019
He does not think this is a good investment. The privacy issues and data breaches on several occasions appear to be a flaw in their business model. Their monthly and daily users have increased for some time and he thinks it will hard to maintain that growth much longer. The privacy concerns could drag on for a long time. He would stay on the sidelines.
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$167.500
Owned
No
HOLD
HOLD
Walmart Inc (WMT-N)
June 4, 2019

He owns Amazon instead. Walmart has all the baggage of being an old-school retailer. Shifting to an internet model is a good thing and bringing in one day shipping is helpful, but the competition is fierce.

Walmart Inc (WMT-N)
June 4, 2019

He owns Amazon instead. Walmart has all the baggage of being an old-school retailer. Shifting to an internet model is a good thing and bringing in one day shipping is helpful, but the competition is fierce.

department stores
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$102.560
Owned
No
PARTIAL BUY
PARTIAL BUY
Brookfield Asset Management Inc. (BAM-N)
June 4, 2019
Analyst price is lower than market? He does own it and other in the brand. This is the overall holding company with all asset revenues flowing up to it. He does like management. Why it is trading above analyst forecast prices, he is not sure. He recommends looking longer term and invest a little overtime to participate in short term weakness.
Brookfield Asset Management Inc. (BAM-N)
June 4, 2019
Analyst price is lower than market? He does own it and other in the brand. This is the overall holding company with all asset revenues flowing up to it. He does like management. Why it is trading above analyst forecast prices, he is not sure. He recommends looking longer term and invest a little overtime to participate in short term weakness.
management/diversified
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$46.510
Owned
Yes
HOLD
HOLD
Park Lawn Corp (PLC-T)
June 4, 2019

A great company and he is not surprised by yesterday's weakness. The company is in a very good space and is well run. Management has got the balance sheet in great balance. There is room to acquire and they have begun to move into the US. He expects the recent price action is short term profit taking.

Park Lawn Corp (PLC-T)
June 4, 2019

A great company and he is not surprised by yesterday's weakness. The company is in a very good space and is well run. Management has got the balance sheet in great balance. There is room to acquire and they have begun to move into the US. He expects the recent price action is short term profit taking.

REAL ESTATE
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$28.700
Owned
Yes
HOLD
HOLD
Keyera Corp (KEY-T)
June 4, 2019
A core holding for him. In the short term it is being impacted along with the rest of the energy space. A great hold for the next 5-10 years. They have continued to grow the dividend and are looking to expand into the US. Guidance is strong for the balance of the year, which he views as positive. They have assets that can not be replaced at cheaper value. A good hold.
Keyera Corp (KEY-T)
June 4, 2019
A core holding for him. In the short term it is being impacted along with the rest of the energy space. A great hold for the next 5-10 years. They have continued to grow the dividend and are looking to expand into the US. Guidance is strong for the balance of the year, which he views as positive. They have assets that can not be replaced at cheaper value. A good hold.
oil/gas
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Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$32.640
Owned
Yes
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