Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 27, 2019
Crypto Currency. They enjoy a dominant position in social media. Instagram is a wild success. Their market share in digital advertizing is very favourable and growing. In an election year when they talk about antitrust and regulation, that can put a drag on the stock. News flow will not be favourable. Their entry into crypto currency will offer an enormous opportunity as Western Union charges up to 10% to transfer money to developing countries. Facebook is a great company and will do well over time, but be ready for difficult news flow over the next year.
Facebook (FB-Q)
June 27, 2019
Crypto Currency. They enjoy a dominant position in social media. Instagram is a wild success. Their market share in digital advertizing is very favourable and growing. In an election year when they talk about antitrust and regulation, that can put a drag on the stock. News flow will not be favourable. Their entry into crypto currency will offer an enormous opportunity as Western Union charges up to 10% to transfer money to developing countries. Facebook is a great company and will do well over time, but be ready for difficult news flow over the next year.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$189.500
Owned
Unknown
BUY
BUY
June 27, 2019
This has been a dividend play for years. They did a really great job of growing it over time. The defensive sectors are very expensive. Telecoms have that group risk built into them. But he prefers to focus on stocks that have a higher divined growth rate. The total return over the next few years should be pretty decent.
Telus Corp (T-T)
June 27, 2019
This has been a dividend play for years. They did a really great job of growing it over time. The defensive sectors are very expensive. Telecoms have that group risk built into them. But he prefers to focus on stocks that have a higher divined growth rate. The total return over the next few years should be pretty decent.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$48.340
Owned
Unknown
WEAK BUY
WEAK BUY
June 27, 2019
He is not a resource bull normally, but he likes restructuring themes. The base metals area has been unloved and under owned for a long time. Lows on the sector have been increasing since 2015. This group is set up to do quite well. He prefers RIO-T. The risk reward is very, very good. TECH.B-T should participate in this camp. (Analysts’ price target is $40.00)
He is not a resource bull normally, but he likes restructuring themes. The base metals area has been unloved and under owned for a long time. Lows on the sector have been increasing since 2015. This group is set up to do quite well. He prefers RIO-T. The risk reward is very, very good. TECH.B-T should participate in this camp. (Analysts’ price target is $40.00)
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$29.930
Owned
Unknown
WEAK BUY
WEAK BUY
June 27, 2019
It is a high yielder at more than 6%. The dividend is safe but you won't see much growth in it. You have to pick your spot and EMB-T has behaved less well than others in the space. He would focus on where you get the best dividend growth going forward. They are great operators.
Enbridge (ENB-T)
June 27, 2019
It is a high yielder at more than 6%. The dividend is safe but you won't see much growth in it. You have to pick your spot and EMB-T has behaved less well than others in the space. He would focus on where you get the best dividend growth going forward. They are great operators.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$46.580
Owned
Unknown
BUY
BUY
June 27, 2019
The medical device sector has been a leading group for the last three years and he has been a big proponent. They are interesting because it is secular growth. Demographics support what these companies are doing. They are very defensible because they are not tied to the economic cycle. So long as growth performs well, he likes this group. He owns it through the medical devices ETF.
Stryker Corp. (SYK-N)
June 27, 2019
The medical device sector has been a leading group for the last three years and he has been a big proponent. They are interesting because it is secular growth. Demographics support what these companies are doing. They are very defensible because they are not tied to the economic cycle. So long as growth performs well, he likes this group. He owns it through the medical devices ETF.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$202.540
Owned
Yes
WEAK BUY
WEAK BUY
June 27, 2019

The banks are very inexpensive. His stance has been to focus on the US banks. He would like KBE-N preferably. This has long secular growth trails and you might do better in US banks.

The banks are very inexpensive. His stance has been to focus on the US banks. He would like KBE-N preferably. This has long secular growth trails and you might do better in US banks.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$28.210
Owned
Unknown
BUY
BUY
June 27, 2019
If he had to pick a Canadian bank it would be this one. Their US exposure is fairly attractive and they have been an outperformer. They did a really great job in the US. This would be his first choice in the Canadian banks.
If he had to pick a Canadian bank it would be this one. Their US exposure is fairly attractive and they have been an outperformer. They did a really great job in the US. This would be his first choice in the Canadian banks.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$76.120
Owned
Unknown