Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 17, 2019
They've had trouble growing internationally, but that's improving. He prefers TD and RY, whcih have more American exposure, but BMO's valuation is in line with its peers. BMO has struggled to perform and he doesn't know why.
They've had trouble growing internationally, but that's improving. He prefers TD and RY, whcih have more American exposure, but BMO's valuation is in line with its peers. BMO has struggled to perform and he doesn't know why.
Andrew Pink
Portfolio Manager, LDIC
Price
$99.560
Owned
No
DON'T BUY
DON'T BUY
June 17, 2019
It's Canadian crude and gas in BC, which means it is pressured by low oil prices and a lack of pipelines. It's in the same boat as all Canadian oil producers.
It's Canadian crude and gas in BC, which means it is pressured by low oil prices and a lack of pipelines. It's in the same boat as all Canadian oil producers.
Andrew Pink
Portfolio Manager, LDIC
Price
$3.920
Owned
No
BUY
BUY
June 17, 2019

He's owned this before the Agrium merger, which was a great move. He expects more synergies to come. This is a play on farming. Great managers. Trading cheaply, too.

Nutrien Ltd. (NTR-T)
June 17, 2019

He's owned this before the Agrium merger, which was a great move. He expects more synergies to come. This is a play on farming. Great managers. Trading cheaply, too.

Andrew Pink
Portfolio Manager, LDIC
Price
$71.790
Owned
Yes
TOP PICK
TOP PICK
June 17, 2019
They continue to make good acquisitions, including in the Caribbean. They get refineries in an area, like the Caribbean, which gives them wholesale pricing which they can run through their retail convenience stores at attractive margins. They generate great recurring cash flow. (Analysts’ price target is $48.91)
They continue to make good acquisitions, including in the Caribbean. They get refineries in an area, like the Caribbean, which gives them wholesale pricing which they can run through their retail convenience stores at attractive margins. They generate great recurring cash flow. (Analysts’ price target is $48.91)
Andrew Pink
Portfolio Manager, LDIC
Price
$41.970
Owned
Yes
TOP PICK
TOP PICK
June 17, 2019

They're an aggregator with holdings such as aerospace and manufacturing. They've grown their topline over the last 5 years at 30% annually and bottom line 22% annually. He likes the managers. They're set up to make another big acquisition. (Analysts’ price target is $44.09)

They're an aggregator with holdings such as aerospace and manufacturing. They've grown their topline over the last 5 years at 30% annually and bottom line 22% annually. He likes the managers. They're set up to make another big acquisition. (Analysts’ price target is $44.09)

Andrew Pink
Portfolio Manager, LDIC
Price
$38.000
Owned
Yes
TOP PICK
TOP PICK
June 17, 2019
It was spun out from Magna a while ago. New management, since last summer, has done an excellent job. He likes international warehousing, tied in with e-commerce, a story he really likes. They're up 54% in five years. He bought it a while ago.
It was spun out from Magna a while ago. New management, since last summer, has done an excellent job. He likes international warehousing, tied in with e-commerce, a story he really likes. They're up 54% in five years. He bought it a while ago.
Andrew Pink
Portfolio Manager, LDIC
Price
$61.170
Owned
Yes
HOLD
HOLD
June 17, 2019

It was a smart call to spin out the Canadian operations from ALA-T. ACI has done reasonably well. He likes utilities and this pays a 4% dividend. As rates stay low, this will benefit. ACI's valuation is higher than some peers, but he would hold it if he owned it.

It was a smart call to spin out the Canadian operations from ALA-T. ACI has done reasonably well. He likes utilities and this pays a 4% dividend. As rates stay low, this will benefit. ACI's valuation is higher than some peers, but he would hold it if he owned it.

Andrew Pink
Portfolio Manager, LDIC
Price
$22.740
Owned
No