Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
November 29, 2019
Dow is the chemical side, which is very cyclical. Worries of a recession in Germany and the Chinese trade drove stock prices down in August, but has since recovered nicely. A good buy on weakness. Not one of his core holdings.
Dow Chemical (DOW-N Merged)
November 29, 2019
Dow is the chemical side, which is very cyclical. Worries of a recession in Germany and the Chinese trade drove stock prices down in August, but has since recovered nicely. A good buy on weakness. Not one of his core holdings.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.000
Owned
No
HOLD
HOLD
November 29, 2019
It has had a good bounce this year. Brookfield has been brought in (now holding 5% of the stock) and holds a couple of board seats. The true value is $11-$12, he thinks. He likes the hydro generation assets on the renewable trend. Yield 2.5%
Transalta Corp (TA-T)
November 29, 2019
It has had a good bounce this year. Brookfield has been brought in (now holding 5% of the stock) and holds a couple of board seats. The true value is $11-$12, he thinks. He likes the hydro generation assets on the renewable trend. Yield 2.5%
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$8.920
Owned
Unknown
HOLD
HOLD
November 29, 2019
Management has stated the dividend is safe as they would rather not grow to protect it. Unfortunately there as less and less investors wanting to buy into the space, because pipeline development is not being supported by government. There are too many other opportunities globally. Fundamentally the company is fine, but he is not sure this is the space to invest.
Management has stated the dividend is safe as they would rather not grow to protect it. Unfortunately there as less and less investors wanting to buy into the space, because pipeline development is not being supported by government. There are too many other opportunities globally. Fundamentally the company is fine, but he is not sure this is the space to invest.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$19.590
Owned
No
HOLD
HOLD
November 29, 2019
He does not own this as he prefers to own Square, Visa and Mastercard. A high growth, high multiple expensive stock. If they ever guide down, they could be down 15-20% in a day. You should own a basket of these.
Lightspeed POS (LSPD-T)
November 29, 2019
He does not own this as he prefers to own Square, Visa and Mastercard. A high growth, high multiple expensive stock. If they ever guide down, they could be down 15-20% in a day. You should own a basket of these.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$34.500
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 29, 2019
A great global brand that he bought on a pull back a year ago. It is a very high margin business and they have done well expanding into China. A great stock to buy on weakness (down 4-5%).
Starbucks (SBUX-Q)
November 29, 2019
A great global brand that he bought on a pull back a year ago. It is a very high margin business and they have done well expanding into China. A great stock to buy on weakness (down 4-5%).
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$85.430
Owned
Yes
HOLD
HOLD
November 29, 2019
The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.
Nutrien Ltd. (NTR-T)
November 29, 2019
The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$62.610
Owned
Unknown
WEAK BUY
WEAK BUY
November 29, 2019
European banks are becoming more stable. It has had a good bounce as a hard Brexit is looking less likely. This is the best UK bank as it trades around book value. He would complement this along with a large US bank for growth and a Canadian bank for the dividend. Yield 3.6% plus an annual special premium.
European banks are becoming more stable. It has had a good bounce as a hard Brexit is looking less likely. This is the best UK bank as it trades around book value. He would complement this along with a large US bank for growth and a Canadian bank for the dividend. Yield 3.6% plus an annual special premium.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$0.627
Owned
Unknown