Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 7, 2019
Likes it. Adding at these lower levels. CEO leaving is not a huge deal. It's not a one-man show. Earnings look good. Good things to come, especially on the technology side which will lower costs and drive earnings.
McDonalds (MCD-N)
November 7, 2019
Likes it. Adding at these lower levels. CEO leaving is not a huge deal. It's not a one-man show. Earnings look good. Good things to come, especially on the technology side which will lower costs and drive earnings.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$193.080
Owned
Yes
COMMENT
COMMENT
November 7, 2019
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$186.660
Owned
Unknown
COMMENT
COMMENT
November 7, 2019
High opinion of the company. Will be able to work through legal troubles. One-stop shop with pharma, consumer. Good brand names that will weather the storm. Earnings powerhouse. Good dividend. Short-term bumpiness, but well managed. Yield is 2.9%.
Johnson & Johnson (JNJ-N)
November 7, 2019
High opinion of the company. Will be able to work through legal troubles. One-stop shop with pharma, consumer. Good brand names that will weather the storm. Earnings powerhouse. Good dividend. Short-term bumpiness, but well managed. Yield is 2.9%.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$131.430
Owned
Unknown
HOLD
HOLD
November 7, 2019
Selling insurance plus investments. Core business is doing well. Low interest rates are bad for them, but rates are not going lower. Don't rush out to sell. Good growth in core business. Good valuation. Growth in Asia.
Manulife Financial (MFC-T)
November 7, 2019
Selling insurance plus investments. Core business is doing well. Low interest rates are bad for them, but rates are not going lower. Don't rush out to sell. Good growth in core business. Good valuation. Growth in Asia.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$25.470
Owned
Unknown
BUY
BUY
November 7, 2019
A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
A lot of cash on the balance sheet, so by default you're going to underperform. To bet against Warren Buffet is a bad bet. There's a lot worse to own than this. Positive view. Good value in the long run. He prefers to own the individual parts.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$222.740
Owned
No
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Apple (AAPL-Q)
November 7, 2019
(A Top Pick Nov 20/18, Up 49%) Still likes it. Trading in a nice range. Transitioning from hardware to services. Overhang is dependence on iPhone, but they are growing services side.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$259.430
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 35%) Continues to like it. Steady as she goes. Tried and true formula of redeploy capital, earn a nice return, sell the asset at a good return. Like a pipeline company for everything. Good dividend, capital appreciation.
(A Top Pick Nov 20/18, Up 35%) Continues to like it. Steady as she goes. Tried and true formula of redeploy capital, earn a nice return, sell the asset at a good return. Like a pipeline company for everything. Good dividend, capital appreciation.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$65.500
Owned
Yes