Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 16/18, Down 38%) Multiples have contracted to 3 times cash flow. It is not that their cash flow has shrunk, it is just that investors are not willing to pay historical values. It has lost some of its credibility. It trades at 17% free cash flow yield at $55 oil. The company has 4 years of reserves that are currently flowing. Their holding in the Duvernay, is a commanding position. A large holding for him.
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Baytex Energy Corp (BTE-T)
November 15, 2019
(A Top Pick Nov 16/18, Down 38%) Multiples have contracted to 3 times cash flow. It is not that their cash flow has shrunk, it is just that investors are not willing to pay historical values. It has lost some of its credibility. It trades at 17% free cash flow yield at $55 oil. The company has 4 years of reserves that are currently flowing. Their holding in the Duvernay, is a commanding position. A large holding for him.
TOP PICK
TOP PICK
November 15, 2019
Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.
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Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.
TOP PICK
TOP PICK
November 15, 2019
His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.
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His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in through various market cycles. Mostly banks and utilities with virtually no energy stocks.
TOP PICK
TOP PICK
November 15, 2019
Invests mostly in bank papers. A good place to park money for short-term. Better than just sitting on cash. The ETF is pretty liquid so you can sell it whenever. Boring but at a reasonable price and yield.
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Invests mostly in bank papers. A good place to park money for short-term. Better than just sitting on cash. The ETF is pretty liquid so you can sell it whenever. Boring but at a reasonable price and yield.
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 30/18, Up 10%) Still likes it. He thinks people misjudged the company simply because it’s not a pure Canadian play. More a play on central and South American play. It has one of the highest dividends for a bank.
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Bank of Nova Scotia (BNS-T)
November 15, 2019
(A Top Pick Nov 30/18, Up 10%) Still likes it. He thinks people misjudged the company simply because it’s not a pure Canadian play. More a play on central and South American play. It has one of the highest dividends for a bank.
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 30/18, Up 16%) The utilities surprised him by going through a flat period where they didn’t do well. If you’re searching for yield, this is a good ETF. A yield over 6 percent. A good place to park your money for cash-flow.
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(A Top Pick Nov 30/18, Up 16%) The utilities surprised him by going through a flat period where they didn’t do well. If you’re searching for yield, this is a good ETF. A yield over 6 percent. A good place to park your money for cash-flow.
PAST TOP PICK
PAST TOP PICK
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.
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Apple (AAPL-Q)
November 15, 2019
(A Top Pick Nov 30/18, Up 51%) He couldn’t understand why people were down on the company. It has tremendous cash in the bank, and he would like to see them acquire more AI companies. The multiple is reasonable. He still thinks its a reasonable company to own.