Latest Expert Opinions

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
October 8, 2019
Pays almost a 12% dividend, but it's safe. It's a big holding for him. They got hit with a lawsuit attached to a lawsuit that they settled at a lot more than they expected, so they took a hit. He's been buying as the stock price has declined. Payout ratio is only 70% but debt is high, which they will eventually pay down. It's good to average down here.
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Pays almost a 12% dividend, but it's safe. It's a big holding for him. They got hit with a lawsuit attached to a lawsuit that they settled at a lot more than they expected, so they took a hit. He's been buying as the stock price has declined. Payout ratio is only 70% but debt is high, which they will eventually pay down. It's good to average down here.
BUY WEAKNESS
BUY WEAKNESS
October 8, 2019

A great performer in the past 4 years. They have executed well, and Amazon partnered with them. CJT will be involved in Amazon's one-day shipping. They have good growth ahead of them. Buy on a pullback.

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Cargojet Inc (CJT-T)
October 8, 2019

A great performer in the past 4 years. They have executed well, and Amazon partnered with them. CJT will be involved in Amazon's one-day shipping. They have good growth ahead of them. Buy on a pullback.

WEAK BUY
WEAK BUY
October 8, 2019

For the long term? Canadian banks are good to hold long-term. RY and TD are his picks in this sector, but it'll be a tougher environment with interest rates staying low in the coming years. He prefers Morgan Stanley because of its growth in wealth management. But banking overall will be tougher to make money for the next 5 years. But you own bank stocks for the dividend and will grow slowly in the coming decade.

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Royal Bank (RY-T)
October 8, 2019

For the long term? Canadian banks are good to hold long-term. RY and TD are his picks in this sector, but it'll be a tougher environment with interest rates staying low in the coming years. He prefers Morgan Stanley because of its growth in wealth management. But banking overall will be tougher to make money for the next 5 years. But you own bank stocks for the dividend and will grow slowly in the coming decade.

COMMENT
COMMENT
October 8, 2019

It's his only defence name. They have low debt and anti-missile defence has a lot of demand worlwide. United Technologies will spin out other divisions and merge its aerospace division with Raytheon. He likes each company, but isn't convinced that combining them makes sense. The street is starting to warm up to the merger, but there will be noise around Raytheon for the coming year. Has good company fundamentals.

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Raytheon (RTN-N)
October 8, 2019

It's his only defence name. They have low debt and anti-missile defence has a lot of demand worlwide. United Technologies will spin out other divisions and merge its aerospace division with Raytheon. He likes each company, but isn't convinced that combining them makes sense. The street is starting to warm up to the merger, but there will be noise around Raytheon for the coming year. Has good company fundamentals.

WEAK BUY
WEAK BUY
October 8, 2019
Pays a 14.1% dividend, but the street expects this to be cut. He has started to look at it. VET has international operations in Europe and Australia. Worth buying if you stomach a dividend cut.
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Pays a 14.1% dividend, but the street expects this to be cut. He has started to look at it. VET has international operations in Europe and Australia. Worth buying if you stomach a dividend cut.
HOLD
HOLD
October 8, 2019
The whole sector has been hot with rents increasing. CAR has been a great performer, but it's a lower-yielding REIT of 2.4%. He prefers higher ones like 5-7%. But this is a good grower--will that growth compensate for the low yield? Don't chase this now, but hold onto it.
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The whole sector has been hot with rents increasing. CAR has been a great performer, but it's a lower-yielding REIT of 2.4%. He prefers higher ones like 5-7%. But this is a good grower--will that growth compensate for the low yield? Don't chase this now, but hold onto it.
COMMENT
COMMENT
October 8, 2019
There's been a big sell-off in financials with declining interest rates. BX just converted into a corporation, so funds could now buy it a He sold his shares before the July 1 conversion. A diversified holding.
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There's been a big sell-off in financials with declining interest rates. BX just converted into a corporation, so funds could now buy it a He sold his shares before the July 1 conversion. A diversified holding.