Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
June 4, 2019
It appears to be under some short term pressure with some negative press on in house operations. Some Mexico business may be pressured under concerns of tariffs from the US. They had two wealth management acquisitions that will take time to digest. A good long term hold, but wait for things to improve.
It appears to be under some short term pressure with some negative press on in house operations. Some Mexico business may be pressured under concerns of tariffs from the US. They had two wealth management acquisitions that will take time to digest. A good long term hold, but wait for things to improve.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$70.070
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 4, 2019
(A Top Pick Jun 05/18, Up 4%) The banks have come under pressure lately, but he continues to recommend it.
(A Top Pick Jun 05/18, Up 4%) The banks have come under pressure lately, but he continues to recommend it.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$109.740
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 4, 2019
(A Top Pick Jun 05/18, Down 47%) Run by a solid management team, but this is being impacted by the energy sector as a whole. They are paying down debt and doing all the right things. He continues to hold it.
(A Top Pick Jun 05/18, Down 47%) Run by a solid management team, but this is being impacted by the energy sector as a whole. They are paying down debt and doing all the right things. He continues to hold it.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$4.470
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 4, 2019

(A Top Pick Jun 05/18, Down 7%) Slowing iPhone sales and there are concerns over consumer privacy with their products, but way safer than Facebook. He likes their cash holding and the dividend they pay. The membership service business is growing as well. He would buy on weakness.

Apple (AAPL-Q)
June 4, 2019

(A Top Pick Jun 05/18, Down 7%) Slowing iPhone sales and there are concerns over consumer privacy with their products, but way safer than Facebook. He likes their cash holding and the dividend they pay. The membership service business is growing as well. He would buy on weakness.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$179.640
Owned
Yes
COMMENT
COMMENT
June 4, 2019
Spin offs? The agra-chemicals business that will be spun off is not a holding he would buy into. There is uncertainty over genetic modification in the agricultural space, but he bought this in the past for the chemical side of the business. Dupont will target the chemical side and is expected to pay a 5% dividend yield.
Spin offs? The agra-chemicals business that will be spun off is not a holding he would buy into. There is uncertainty over genetic modification in the agricultural space, but he bought this in the past for the chemical side of the business. Dupont will target the chemical side and is expected to pay a 5% dividend yield.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$0.000
Owned
Unknown
DON'T BUY
DON'T BUY
June 4, 2019
Income holding? Personally, anything that yields more than 8% can lead to dividend cuts regardless of management promises to not do so. The assets in Europe can generally support the required income stream. He would look outside the energy space for income streams or at pipeline companies that are backed by long term contracts. Yield 9.7%
Income holding? Personally, anything that yields more than 8% can lead to dividend cuts regardless of management promises to not do so. The assets in Europe can generally support the required income stream. He would look outside the energy space for income streams or at pipeline companies that are backed by long term contracts. Yield 9.7%
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$28.820
Owned
No
HOLD
HOLD
June 4, 2019
Is $50 an important level? The news yesterday by the US state denying them approval was over blown, he thinks. Shipping by rail is not a safer alternative. This is a good income play, not really a share appreciation play. He does not it expect a move above $50 would signal a rocket up to $70. The dividend is safe. A slow and steady name.
Enbridge (ENB-T)
June 4, 2019
Is $50 an important level? The news yesterday by the US state denying them approval was over blown, he thinks. Shipping by rail is not a safer alternative. This is a good income play, not really a share appreciation play. He does not it expect a move above $50 would signal a rocket up to $70. The dividend is safe. A slow and steady name.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$47.880
Owned
Yes