Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 18, 2019
It's not talked about like it used to. It's huge growth 15 years ago has tapered off. HD lives and dies with the home reno business. It's well-run. It is effected by e-commerce like all retailers though.
Show full opinionHide full opinion
Home Depot (HD-N)
June 18, 2019
It's not talked about like it used to. It's huge growth 15 years ago has tapered off. HD lives and dies with the home reno business. It's well-run. It is effected by e-commerce like all retailers though.
BUY
BUY
June 18, 2019
The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
Show full opinionHide full opinion
The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
WAIT
WAIT
June 18, 2019
They made a huge acquisition of Hull Consulting. Earnings come out on Thursday. It is economically sensitive--that's a caveat. He expects pretty good earnings, but wait until earnings are released to be safe.
Show full opinionHide full opinion
They made a huge acquisition of Hull Consulting. Earnings come out on Thursday. It is economically sensitive--that's a caveat. He expects pretty good earnings, but wait until earnings are released to be safe.
DON'T BUY
DON'T BUY
June 18, 2019
A power house and great company, but it has one big problem: it operates in a dictatorship. What's to stop the government from replacing all its managers or hijacking all shareholder value? Look at what the Chinese government has done to Canadian canola oil producers.
Show full opinionHide full opinion
A power house and great company, but it has one big problem: it operates in a dictatorship. What's to stop the government from replacing all its managers or hijacking all shareholder value? Look at what the Chinese government has done to Canadian canola oil producers.
BUY
BUY
June 18, 2019
Anti-trust fears Privacy is an interesting topic now. Millions of people have open microphones (i.e. Alexa) in their homes--people are willing to sacrifice their privacy to enjoy the convenience of their technology. He doesn't expect Mark Zuckerberg to go to jail, not at all. Nor will Facebook go bankrupt because of anti-trust laws. There are two big car companies in the U.S., three major airlines, five big banks in Canada, and so on.
Show full opinionHide full opinion
Facebook (FB-Q)
June 18, 2019
Anti-trust fears Privacy is an interesting topic now. Millions of people have open microphones (i.e. Alexa) in their homes--people are willing to sacrifice their privacy to enjoy the convenience of their technology. He doesn't expect Mark Zuckerberg to go to jail, not at all. Nor will Facebook go bankrupt because of anti-trust laws. There are two big car companies in the U.S., three major airlines, five big banks in Canada, and so on.
DON'T BUY
DON'T BUY
June 18, 2019

He's been a fan of BNS for many years. Moving into Latin America was a good idea, but TD and RY were smarter to expand into the U.S. BNS hasn't scored as well in Latin American as he expected, so he now favours TD as well as National Bank.

Show full opinionHide full opinion

He's been a fan of BNS for many years. Moving into Latin America was a good idea, but TD and RY were smarter to expand into the U.S. BNS hasn't scored as well in Latin American as he expected, so he now favours TD as well as National Bank.

BUY
BUY
June 18, 2019
Recession fears hitting BPY.UN Lower interest rates help them, because their properties are leveraged. The Brookfield group as a whole has a very long-term horizon, and an investor should buy with that long time frame. This will do well in the long, long term.
Show full opinionHide full opinion
Recession fears hitting BPY.UN Lower interest rates help them, because their properties are leveraged. The Brookfield group as a whole has a very long-term horizon, and an investor should buy with that long time frame. This will do well in the long, long term.