Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 14, 2019
Confidence in the market is such a big thing for these alternative or sub-prime lenders. Hard time buying it at these levels. It can be a beast of a company, and will probably get back to that in time.
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Home Capital Group (HCG-T)
November 14, 2019
Confidence in the market is such a big thing for these alternative or sub-prime lenders. Hard time buying it at these levels. It can be a beast of a company, and will probably get back to that in time.
HOLD
HOLD
November 14, 2019
Doesn't have a lot in energy, but follows it. If you're going to buy energy, buy this or CNQ. Sector seems to be bottoming out. Stick with the big guys. A capital allocator that you buy and hold for 10 years.
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Suncor Energy Inc (SU-T)
November 14, 2019
Doesn't have a lot in energy, but follows it. If you're going to buy energy, buy this or CNQ. Sector seems to be bottoming out. Stick with the big guys. A capital allocator that you buy and hold for 10 years.
HOLD
HOLD
November 14, 2019
Scarcity value of pipelines has gone way up. You want to own one or two. Good assets. Right-sized balance sheet. Big guys are your safest bet. Buy one, hold for a long time, and collect the dividend. Multiple will be higher in 5 years.
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TC Energy (TRP-T)
November 14, 2019
Scarcity value of pipelines has gone way up. You want to own one or two. Good assets. Right-sized balance sheet. Big guys are your safest bet. Buy one, hold for a long time, and collect the dividend. Multiple will be higher in 5 years.
BUY WEAKNESS
BUY WEAKNESS
November 14, 2019
You just have to buy them and hold if it fits your mandate. Don't fuss about the valuation, as it will always be expensive. Lots of tailwinds. Tech rollup, organic growth, inorganic growth, one of the best CEOs. If it ever sells off 5%, tuck it away.
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Descartes (DSG-T)
November 14, 2019
You just have to buy them and hold if it fits your mandate. Don't fuss about the valuation, as it will always be expensive. Lots of tailwinds. Tech rollup, organic growth, inorganic growth, one of the best CEOs. If it ever sells off 5%, tuck it away.
BUY
BUY
November 14, 2019
Impressive story. Hit last quarter with commodity nature of the food business. He bought on the selloff. Buy high quality names like this with reasonable valuation, organic and inorganic growth, respected CEO. Be cautious about the volatility, and look for steady operating performance.
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Impressive story. Hit last quarter with commodity nature of the food business. He bought on the selloff. Buy high quality names like this with reasonable valuation, organic and inorganic growth, respected CEO. Be cautious about the volatility, and look for steady operating performance.
PAST TOP PICK
PAST TOP PICK
November 14, 2019
(A Top Pick May 07/19, Up 8%) Pulled back, still a good stock. Still likes the utility space, especially Emera.
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Emera Inc (EMA-T)
November 14, 2019
(A Top Pick May 07/19, Up 8%) Pulled back, still a good stock. Still likes the utility space, especially Emera.
PAST TOP PICK
PAST TOP PICK
November 14, 2019
(A Top Pick May 07/19, Up 10%) Recently got a good kick from recent acquisition. Should be able to make decent money on it. Accretive. Still adding to it.
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Open Text (OTEX-T)
November 14, 2019
(A Top Pick May 07/19, Up 10%) Recently got a good kick from recent acquisition. Should be able to make decent money on it. Accretive. Still adding to it.