Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 9, 2019
They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)
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Walt Disney (DIS-N)
October 9, 2019
They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)
TOP PICK
TOP PICK
October 9, 2019
One of the few pure water plays, testing water in North America and emerging markets. The latter are building their water infrastructure. In North America, they repair and upgrades which are rising. Also, they bought a smart-metering company that utilities can use to improve efficiency. Now is an attractive entry point with secular growth. (Analysts’ price target is $81.67)
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Xylem Inc. (XYL-N)
October 9, 2019
One of the few pure water plays, testing water in North America and emerging markets. The latter are building their water infrastructure. In North America, they repair and upgrades which are rising. Also, they bought a smart-metering company that utilities can use to improve efficiency. Now is an attractive entry point with secular growth. (Analysts’ price target is $81.67)
BUY
BUY
October 9, 2019
Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
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Metro vs. Empire She owns Loblaw instead. The sector is defensive, so it's done well this year. She likes Shoppers Drug Mart, hence Loblaw, for its cross-selling via their Optimum rewards card. She prefers Metro of the two, but thinks Loblaw is better.
BUY
BUY
October 9, 2019

Pays a good yield. They invest in hard assets like toll bridges and are global. They're defensive which are doing well these days. She owns more of the Brookfield parent, but you can buy this for yield and start a position now.

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Pays a good yield. They invest in hard assets like toll bridges and are global. They're defensive which are doing well these days. She owns more of the Brookfield parent, but you can buy this for yield and start a position now.

PAST TOP PICK
PAST TOP PICK
October 9, 2019

(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.

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Nutrien Ltd. (NTR-T)
October 9, 2019

(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.

PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Oct 10/18, Up 10%) Pays no dividend, so it's all price appreciation. The whole sector has struggled. It's the leading search engine, with 40% of all online advertising going to Google. They have a strong balance sheet. They have $167/share in cash, which means they're trading at 18x forward earnings. They're growing their topline by 20%. Waymo will launch, Youtube is strong, and their cloud division is growing. You can buy it now.
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(A Top Pick Oct 10/18, Up 10%) Pays no dividend, so it's all price appreciation. The whole sector has struggled. It's the leading search engine, with 40% of all online advertising going to Google. They have a strong balance sheet. They have $167/share in cash, which means they're trading at 18x forward earnings. They're growing their topline by 20%. Waymo will launch, Youtube is strong, and their cloud division is growing. You can buy it now.
PAST TOP PICK
PAST TOP PICK
October 9, 2019
(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.
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(A Top Pick Oct 10/18, Up 27%) Also a top pick today, so will discuss it there. Now is an entry point.