Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 7, 2019
(A Top Pick Nov 20/18, Up 22%) Demographically, in a great spot. Recent acquisition will expand their market. Developing robotics. Positive long-term.
Stryker Corp. (SYK-N)
November 7, 2019
(A Top Pick Nov 20/18, Up 22%) Demographically, in a great spot. Recent acquisition will expand their market. Developing robotics. Positive long-term.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$200.780
Owned
Yes
PARTIAL BUY
PARTIAL BUY
November 7, 2019
Interesting company. You could buy it, as Raytheon will add a lot to it. Spending will continue, no matter who is in charge in the US. Positive on it long-term. Take a half position to hedge your bets.
Interesting company. You could buy it, as Raytheon will add a lot to it. Spending will continue, no matter who is in charge in the US. Positive on it long-term. Take a half position to hedge your bets.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$148.730
Owned
Unknown
DON'T BUY
DON'T BUY
November 7, 2019
Great business, but valuation is extremely high and profits are beyond low. It's an enabler. He wants companies that generate profits. You have to be prepared for the valuation to change dramatically. Too aggressive for him.
Shopify Inc. (SHOP-T)
November 7, 2019
Great business, but valuation is extremely high and profits are beyond low. It's an enabler. He wants companies that generate profits. You have to be prepared for the valuation to change dramatically. Too aggressive for him.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$388.990
Owned
No
DON'T BUY
DON'T BUY
November 7, 2019
Growth by acquisition. Appreciation slows down as acquisitions slow down. Need organic growth to keep the story going. Valuation high. The law of large numbers eventually catches up with you. Other opportunities at better valuations.
Growth by acquisition. Appreciation slows down as acquisitions slow down. Need organic growth to keep the story going. Valuation high. The law of large numbers eventually catches up with you. Other opportunities at better valuations.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$1253.100
Owned
No
BUY
BUY
November 7, 2019
Steady eddy, good dividend. Great company, very well managed, high quality dividend. Standalone utility. Good value, but an income generating tool. If you want a bit more growth, there are other names, but they aren't pure utilities.
Fortis Inc. (FTS-T)
November 7, 2019
Steady eddy, good dividend. Great company, very well managed, high quality dividend. Standalone utility. Good value, but an income generating tool. If you want a bit more growth, there are other names, but they aren't pure utilities.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$53.550
Owned
Yes
BUY
BUY
November 7, 2019
BAM.A vs. BPY.UN Neither for steady income. He owns BAM. All the other Brookfield pieces flow up to the top. Dividend not huge, but capital appreciation good. Another steady income is Brookfield Infrastructure, with a higher dividend.
BAM.A vs. BPY.UN Neither for steady income. He owns BAM. All the other Brookfield pieces flow up to the top. Dividend not huge, but capital appreciation good. Another steady income is Brookfield Infrastructure, with a higher dividend.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$56.560
Owned
Yes
HOLD
HOLD
November 7, 2019
If your time horizon is 5 years, you can hold this name. Valuations tend to be higher, and dividends lower. Industry is ripe for consolidation. Once the services are in place, you just need a little price increase here and there and you get organic growth. Stable.
Waste Management (WM-N)
November 7, 2019
If your time horizon is 5 years, you can hold this name. Valuations tend to be higher, and dividends lower. Industry is ripe for consolidation. Once the services are in place, you just need a little price increase here and there and you get organic growth. Stable.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$110.350
Owned
No