Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 12, 2019

Which Brookfield stock to buy? BIP.UN-T this morning announced it raised $350 million of which BAM.A-T invested $250 million. But BPY is the cheapest Brookfield stock and pays over a 6% dividend. BB.UN-T is a hold.

Which Brookfield stock to buy? BIP.UN-T this morning announced it raised $350 million of which BAM.A-T invested $250 million. But BPY is the cheapest Brookfield stock and pays over a 6% dividend. BB.UN-T is a hold.

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.960
Owned
Unknown
HOLD
HOLD
July 12, 2019
Not a bad stock, it's the best of the life insurers. But he's concerned about the financials in general. In for a more difficult time, as spreads are not conducive to profits. Late in the game to buy. Dividend's not bad. Tariffs could cause interest rates to decline even further.
Not a bad stock, it's the best of the life insurers. But he's concerned about the financials in general. In for a more difficult time, as spreads are not conducive to profits. Late in the game to buy. Dividend's not bad. Tariffs could cause interest rates to decline even further.
David Cockfield
Managing Director, Northland Wealth Management
Price
$54.660
Owned
Unknown
DON'T BUY
DON'T BUY
July 12, 2019
Will believe in the golds when inflation comes back. Historically, a great place to go when inflation rears its ugly head. Except inflation is not doing that right now. He doesn't own any gold stocks.
Equinox Gold (EQX-X)
July 12, 2019
Will believe in the golds when inflation comes back. Historically, a great place to go when inflation rears its ugly head. Except inflation is not doing that right now. He doesn't own any gold stocks.
David Cockfield
Managing Director, Northland Wealth Management
Price
$1.170
Owned
No
COMMENT
COMMENT
July 12, 2019

It's up because of the 5G revolution. He uses IGM, a broader based US tech ETF, and he's thinking of taking profits in it. He's a cautious investor these days due to tariff war uncertainty. If you buy anything, it should have a dividend, so you still get paid if things take a turn.

It's up because of the 5G revolution. He uses IGM, a broader based US tech ETF, and he's thinking of taking profits in it. He's a cautious investor these days due to tariff war uncertainty. If you buy anything, it should have a dividend, so you still get paid if things take a turn.

David Cockfield
Managing Director, Northland Wealth Management
Price
$25.960
Owned
No
HOLD
HOLD
July 12, 2019
Good quality company. Really a utility. Part of the pipeline group, where the courts are always waiting to pounce. Good yield, but be prepared for more delays. If you like the yield, hold on and hope the environment improves. From a capital gains standpoint, it's not a place to park your money. Yield is 6.2%.
Enbridge (ENB-T)
July 12, 2019
Good quality company. Really a utility. Part of the pipeline group, where the courts are always waiting to pounce. Good yield, but be prepared for more delays. If you like the yield, hold on and hope the environment improves. From a capital gains standpoint, it's not a place to park your money. Yield is 6.2%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$47.610
Owned
Unknown
DON'T BUY
DON'T BUY
July 12, 2019
Yield is OK, but not that exciting. He holds ZWU instead, which writes covered calls, with a yield of over 6%. ZWU gives you instant diversification. Yield is 4.64%.
Yield is OK, but not that exciting. He holds ZWU instead, which writes covered calls, with a yield of over 6%. ZWU gives you instant diversification. Yield is 4.64%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$36.460
Owned
No
DON'T BUY
DON'T BUY
July 12, 2019
He's backed away from European investments because of the threat of a trade war there. Inclined to focus on Canadian utilities or ZWU for the US.
He's backed away from European investments because of the threat of a trade war there. Inclined to focus on Canadian utilities or ZWU for the US.
David Cockfield
Managing Director, Northland Wealth Management
Price
$20.330
Owned
Unknown