Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 4, 2019
He holds some small amounts of this stock. All the banks in Canada have a negative bias towards the pessimism in Canadian real estate. The dividend is safe. They are expanding the US mid-west and they are doing well there. A good long term investment at these levels. Yield 4.2%
He holds some small amounts of this stock. All the banks in Canada have a negative bias towards the pessimism in Canadian real estate. The dividend is safe. They are expanding the US mid-west and they are doing well there. A good long term investment at these levels. Yield 4.2%
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$99.830
Owned
Yes
BUY
BUY
June 4, 2019
He would be looking to add it for a long term hold. They will be building out a lot of their assets, so the cash flow will be taxed for the next couple of years. They will not likely increase the dividend during this time. Compared to its peers, it is cheap.
He would be looking to add it for a long term hold. They will be building out a lot of their assets, so the cash flow will be taxed for the next couple of years. They will not likely increase the dividend during this time. Compared to its peers, it is cheap.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$20.670
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
June 4, 2019
They are a one stop shop in the consumer staple space with good demographic support. He expects dividend growth to continue. The negative is on the political side, which might hurt the healthcare space. He would definitely buy on weakness.
They are a one stop shop in the consumer staple space with good demographic support. He expects dividend growth to continue. The negative is on the political side, which might hurt the healthcare space. He would definitely buy on weakness.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$133.730
Owned
Unknown
HOLD
HOLD
June 4, 2019
Time to take profits? It has had a great run in 2019. It would not hurt to take some profit ahead of earnings next week. Same store sales have continued to look good.
Time to take profits? It has had a great run in 2019. It would not hurt to take some profit ahead of earnings next week. Same store sales have continued to look good.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$43.550
Owned
Unknown
TOP PICK
TOP PICK
June 4, 2019
A high quality US bank. Economically things continue to look good in the US. They have worked had to improve the balance sheet. Capital is managed well and it appears to be a good defensive holding. Yield 2.9% (Analysts’ price target is $118.04)
A high quality US bank. Economically things continue to look good in the US. They have worked had to improve the balance sheet. Capital is managed well and it appears to be a good defensive holding. Yield 2.9% (Analysts’ price target is $118.04)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$109.740
Owned
Yes
TOP PICK
TOP PICK
June 4, 2019
Just below the asset management level. Big infrastructure projects are their specialty and they have projects outside North America. The payout ratio is about 70%. The are good at building up projects and selling portions to cover their capital profitably. Yield 4.9% (Analysts’ price target is $60.72)
Just below the asset management level. Big infrastructure projects are their specialty and they have projects outside North America. The payout ratio is about 70%. The are good at building up projects and selling portions to cover their capital profitably. Yield 4.9% (Analysts’ price target is $60.72)
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$56.160
Owned
Yes
TOP PICK
TOP PICK
June 4, 2019

Medical devices in a great demographic growth area. They are developing robotics to assist in surgery. Think of it as a med-tech company. Yield 1.1% (Analysts’ price target is $201.12)

Medical devices in a great demographic growth area. They are developing robotics to assist in surgery. Think of it as a med-tech company. Yield 1.1% (Analysts’ price target is $201.12)

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$186.450
Owned
Yes