Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 11, 2019
The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
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The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
BUY
BUY
June 11, 2019
Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
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Buy class A or B? RDS will collapse both classes into one and move out of Europe. The A shares are subject to Dutch tax, and the B shares to UK tax. That's why they're priced differently. You can buy either class. They have a strong balance sheet and are global leaders in natural gas. Long-term, they are positioning away from carbon/fossil fuels and into renewables for the future.
BUY
BUY
June 11, 2019
The auto sector is heavily discounted and now in a lot of trouble. There's a transition coming with e-cars. LNR has a good track record in performance and dividend growth has historically been good. The CEO recently bought a lot of stock. At some point, there'll be a recovery in autos, so long-term you'll be okay. Buy now and do well long-term.
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Linamar Corp (LNR-T)
June 11, 2019
The auto sector is heavily discounted and now in a lot of trouble. There's a transition coming with e-cars. LNR has a good track record in performance and dividend growth has historically been good. The CEO recently bought a lot of stock. At some point, there'll be a recovery in autos, so long-term you'll be okay. Buy now and do well long-term.
DON'T BUY
DON'T BUY
June 11, 2019
Investors buy luxury stocks at the bottom of a recession, because the rich part of a population hold up much better in a recession. Now is not a good time to enter luxury stocks. There's nothing wrong with Tiffany per se, but now is not the time and TIF is slightly exposed to China, which is another risk.
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Investors buy luxury stocks at the bottom of a recession, because the rich part of a population hold up much better in a recession. Now is not a good time to enter luxury stocks. There's nothing wrong with Tiffany per se, but now is not the time and TIF is slightly exposed to China, which is another risk.
BUY
BUY
June 11, 2019
They carry some debt. Pays a 6.6% dividend. It's underperformed in the past year, because they made a big US acquisition, and the FDA punished and targeted this sector until its bosses changed a few months ago. Ex-dividend, BTI generates $1.5 billion free cash flow, which will pay down debt aggressively. Has a good history of dividend growth. This may not climb immediately, but you can collected the dividend until then. He likes it.
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They carry some debt. Pays a 6.6% dividend. It's underperformed in the past year, because they made a big US acquisition, and the FDA punished and targeted this sector until its bosses changed a few months ago. Ex-dividend, BTI generates $1.5 billion free cash flow, which will pay down debt aggressively. Has a good history of dividend growth. This may not climb immediately, but you can collected the dividend until then. He likes it.
DON'T BUY
DON'T BUY
June 11, 2019
If you bought this a few years, you have done very well. But US growth has flatlined, which is a big challenge. Abroad, as in the UK and Canada, there is heavy coffee competition from other chains. China drinks tea, so penetration into that territory is limited. He missed buying this, but won't buy it now--it's too rich.
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Starbucks (SBUX-Q)
June 11, 2019
If you bought this a few years, you have done very well. But US growth has flatlined, which is a big challenge. Abroad, as in the UK and Canada, there is heavy coffee competition from other chains. China drinks tea, so penetration into that territory is limited. He missed buying this, but won't buy it now--it's too rich.
DON'T BUY
DON'T BUY
June 11, 2019
This is a big question mark. It comes down to whether Trump will be re-elected or not--and the China-US trade war endures. Cisco will benefit if Trump contains China--and Huawei, a competitor of Cisco's. It can go either way. He wouldn't invest either way because there's too much politics involved.
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Cisco (CSCO-Q)
June 11, 2019
This is a big question mark. It comes down to whether Trump will be re-elected or not--and the China-US trade war endures. Cisco will benefit if Trump contains China--and Huawei, a competitor of Cisco's. It can go either way. He wouldn't invest either way because there's too much politics involved.