Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 17, 2019
(A Top Pick Mar 06/19, Up 4%) Still likes it. It's doing well. Pays in USD. He likes the management team. He's concentrated in industrials, especially in Canada, as well as the U.S.
(A Top Pick Mar 06/19, Up 4%) Still likes it. It's doing well. Pays in USD. He likes the management team. He's concentrated in industrials, especially in Canada, as well as the U.S.
Andrew Pink
Portfolio Manager, LDIC
Price
$13.730
Owned
Yes
BUY
BUY
June 17, 2019
He got concerned with the lawsuit, sold and bought SLF instead, but there's nothing wrong with MFC. He has shifted away from insurance to REITs, because the latter will benefit when interest rates are cut. You will do fine with MFC in the long term. Pay a 4.3% dividend, so you're paid to wait. This should drift a little higher. The valuation is reasonable, about 1x book.
He got concerned with the lawsuit, sold and bought SLF instead, but there's nothing wrong with MFC. He has shifted away from insurance to REITs, because the latter will benefit when interest rates are cut. You will do fine with MFC in the long term. Pay a 4.3% dividend, so you're paid to wait. This should drift a little higher. The valuation is reasonable, about 1x book.
Andrew Pink
Portfolio Manager, LDIC
Price
$23.230
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
He owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
A T & T US (T-N)
June 17, 2019
He owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
Andrew Pink
Portfolio Manager, LDIC
Price
$32.300
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.
He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.
Andrew Pink
Portfolio Manager, LDIC
Price
$214.090
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 17, 2019
He really likes this. A really interested Montreal company. They help brick-and-mortar run accounting, point-of-sale and other ways to run those businesses. The IPO was priced correctly. He sold out at $25 and missed this last leg. It is wildly popular. Wait for a lower stock price under $30. Business will be volatile, but LSPD is the real deal.
He really likes this. A really interested Montreal company. They help brick-and-mortar run accounting, point-of-sale and other ways to run those businesses. The IPO was priced correctly. He sold out at $25 and missed this last leg. It is wildly popular. Wait for a lower stock price under $30. Business will be volatile, but LSPD is the real deal.
Andrew Pink
Portfolio Manager, LDIC
Price
$32.870
Owned
No
COMMENT
COMMENT
June 17, 2019
Given the lower rates offered to consumers by Canadian telcos. Investors think the rate cuts (unlimited rates for broadband) it'll cut into their profitablility, but this model has existed in the US for a long time and the American carriers are still very successful. The Canadian telcos needed to correct its offerings to consumers in this way. He prefers Rogers, whose stock has performed a little better. Bell is spending more in laying fibre, while Rogers is spending on 5G.
Telus Corp (T-T)
June 17, 2019
Given the lower rates offered to consumers by Canadian telcos. Investors think the rate cuts (unlimited rates for broadband) it'll cut into their profitablility, but this model has existed in the US for a long time and the American carriers are still very successful. The Canadian telcos needed to correct its offerings to consumers in this way. He prefers Rogers, whose stock has performed a little better. Bell is spending more in laying fibre, while Rogers is spending on 5G.
Andrew Pink
Portfolio Manager, LDIC
Price
$48.140
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
This used to be his largest oil holding. Investors are worried. The whole oil complex is under pressure, but this is a good company. Canada doesn't have a pipeline, and he doesn't see that changing soon. However, if another pipeline is built, then CPG will greatly recover. He doesn't own much oil, only 3-5% in his portfolio.
This used to be his largest oil holding. Investors are worried. The whole oil complex is under pressure, but this is a good company. Canada doesn't have a pipeline, and he doesn't see that changing soon. However, if another pipeline is built, then CPG will greatly recover. He doesn't own much oil, only 3-5% in his portfolio.
Andrew Pink
Portfolio Manager, LDIC
Price
$3.970
Owned
No