Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 19, 2019

Q1 revenue was up 19% year over year, and he models 35% EPS growth. It's multiple is high now at 47x, but but will 26x in 2021. In the next 2-3 years, this continues to go well. Buy this when others fear it.

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Amazon.com (AMZN-Q)
June 19, 2019

Q1 revenue was up 19% year over year, and he models 35% EPS growth. It's multiple is high now at 47x, but but will 26x in 2021. In the next 2-3 years, this continues to go well. Buy this when others fear it.

DON'T BUY
DON'T BUY
June 19, 2019
It'll struggle in the next few years. He's been a fan of this in the past. Their growth is tethered to line 3, which suffers one problem after another. True, you'll get paid the nice, safe dividend, but don't put new money here. Pembina is better.
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Enbridge (ENB-T)
June 19, 2019
It'll struggle in the next few years. He's been a fan of this in the past. Their growth is tethered to line 3, which suffers one problem after another. True, you'll get paid the nice, safe dividend, but don't put new money here. Pembina is better.
WEAK BUY
WEAK BUY
June 19, 2019
They won't make money for a few years, so this is a speculative name, a tough one. They also have Uber Eats, not just rides, which is smart. Don't expect fireworks for a while. You should be good holding this for a few years as a long-term buy.
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Uber (UBER-N)
June 19, 2019
They won't make money for a few years, so this is a speculative name, a tough one. They also have Uber Eats, not just rides, which is smart. Don't expect fireworks for a while. You should be good holding this for a few years as a long-term buy.
TOP PICK
TOP PICK
June 19, 2019

A recession-resilient business that's growing well. It's cheaper than its peers and pays a growing dividend. They have a number or pojects driving growth, which he forecasts at 11% and 10% annual dividend growth, at 16.3x earnings (cheaper than Fortis and Emera). Has a steady payout ratio, so the dividend is safe. The dividend will pay you well in a recession. This is a long-term play on clean energy. (Analysts’ price target is $17.08)

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A recession-resilient business that's growing well. It's cheaper than its peers and pays a growing dividend. They have a number or pojects driving growth, which he forecasts at 11% and 10% annual dividend growth, at 16.3x earnings (cheaper than Fortis and Emera). Has a steady payout ratio, so the dividend is safe. The dividend will pay you well in a recession. This is a long-term play on clean energy. (Analysts’ price target is $17.08)

TOP PICK
TOP PICK
June 19, 2019
Recession-proof. It's priced fairly and pays a growing dividend. Various projects on four continents drive growth. He sees 15% EPS growth. It's not cheap at 13x, but the dividend will continue to grow. Buy on pullbacks. (Analysts’ price target is $60.65)
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Recession-proof. It's priced fairly and pays a growing dividend. Various projects on four continents drive growth. He sees 15% EPS growth. It's not cheap at 13x, but the dividend will continue to grow. Buy on pullbacks. (Analysts’ price target is $60.65)
TOP PICK
TOP PICK
June 19, 2019

Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)

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Recession-proof. People will always buy their fast food. They have an ambition plan to grow from 26,000 stores to 40,000 over 8-10 years. It's a capital-lite model, so this allows free cash flow. Terrific managers turning around Popeye's, Burger King and likely Horton's. Pays you 3% to wait, though it's a little pricey at 22x. Buy on a pullback. They've added new products. The last few quarters should promise. (Analysts’ price target is $97.03)

PAST TOP PICK
PAST TOP PICK
June 19, 2019
(A Top Pick Jun 21/18, Up 5%) Their payout ratio is still a high 117%, but there's still decent growth that should improve after they sell some assets. The last few quarters show promise in mall re-positioning. It's still a cheap name at 16.5x earnings vs. other REITs.
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(A Top Pick Jun 21/18, Up 5%) Their payout ratio is still a high 117%, but there's still decent growth that should improve after they sell some assets. The last few quarters show promise in mall re-positioning. It's still a cheap name at 16.5x earnings vs. other REITs.