Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 11, 2019
He's concerned with the $20,000 big ticket Skidoo that DOO sells which is a luxury, not a necessity to own. Canadian consumers are already heavily in debt and can't afford this. In the US, NAFTA/USMCA is a problem because these products are made in Mexico and could face tariffs. DOO is a value trap and not timely.
BRP INC. (DOO-T)
July 11, 2019
He's concerned with the $20,000 big ticket Skidoo that DOO sells which is a luxury, not a necessity to own. Canadian consumers are already heavily in debt and can't afford this. In the US, NAFTA/USMCA is a problem because these products are made in Mexico and could face tariffs. DOO is a value trap and not timely.
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$48.520
Owned
No
TOP PICK
TOP PICK
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
Nutrien Ltd. (NTR-T)
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$65.360
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Trades at 10.4 x earnings and poised to continue to outperform the TSX. (Analysts’ price target is $83.29)
Trades at 10.4 x earnings and poised to continue to outperform the TSX. (Analysts’ price target is $83.29)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$76.760
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Pays a 4.2% dividend and trades at 1.1x book value, lower than other Canadian lifecos and MFC's own historic average. The new CEO is making steady progress in freeing up regulatory capital, accelerating growth in some segments, being more expense-efficient and pushing digial engagement with customers. (Analysts’ price target is $28.74)
Pays a 4.2% dividend and trades at 1.1x book value, lower than other Canadian lifecos and MFC's own historic average. The new CEO is making steady progress in freeing up regulatory capital, accelerating growth in some segments, being more expense-efficient and pushing digial engagement with customers. (Analysts’ price target is $28.74)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$23.990
Owned
Yes
COMMENT
COMMENT
July 11, 2019
Really good company. Nice yield. Principal problem is it's run right up to fair market value. Earnings forecast has leveled out. Stock's coming to a peak of momentum to drive it higher.
Really good company. Nice yield. Principal problem is it's run right up to fair market value. Earnings forecast has leveled out. Stock's coming to a peak of momentum to drive it higher.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$46.070
Owned
Unknown
DON'T BUY
DON'T BUY
July 11, 2019
Has never been more highly valued. 5x price to book. FMV about 15% lower than it is right now. Nice momentum, but the values aren't there. History suggests to beware at this point. Be very careful. Don't buy right now.
Has never been more highly valued. 5x price to book. FMV about 15% lower than it is right now. Nice momentum, but the values aren't there. History suggests to beware at this point. Be very careful. Don't buy right now.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$140.360
Owned
Unknown
HOLD
HOLD
July 11, 2019

LNG had been sinking for some time, and the stock sold way off. About a 66% discount to book value right now. Earnings forecast has turned up. There is hope that oil prices are turning around, and perhaps nat gas has found a base. If you own it, don't sell.

LNG had been sinking for some time, and the stock sold way off. About a 66% discount to book value right now. Earnings forecast has turned up. There is hope that oil prices are turning around, and perhaps nat gas has found a base. If you own it, don't sell.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$4.460
Owned
Unknown