Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Keyera Corp (KEY-T)
November 29, 2019
IPL vs ENB? IPL is really a Western Canadian story with a 7.7% yield, whereas ENB is a North American play. IPL is building a petrochem plant, which is going to require a lot of debt. He thinks investors were upset with the take-over bid as they never were given a chance to vote on it. At this price level, he likes it. He prefers KEY.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$32.630
Owned
_N/A
DON'T BUY
DON'T BUY
November 29, 2019
He does not own it, but has looked at it. He is a little concerned about seeing all the information, being that it is a Chinese company. He would look for a different global telco player.
He does not own it, but has looked at it. He is a little concerned about seeing all the information, being that it is a Chinese company. He would look for a different global telco player.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$37.730
Owned
No
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Twitter, Inc (TWTR-N)
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$30.910
Owned
No
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$1304.960
Owned
No
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Facebook (FB-Q)
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$201.640
Owned
No
TOP PICK
TOP PICK
November 29, 2019
The tailwind of e-commerce. Their distribution units are full and they are growing their rents. Yield 5.44% (Analysts’ price target is $14.94)
The tailwind of e-commerce. Their distribution units are full and they are growing their rents. Yield 5.44% (Analysts’ price target is $14.94)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$13.700
Owned
Yes
TOP PICK
TOP PICK
November 29, 2019
This could be a take over by a private equity name. The largest coal export facility on the west coast of North America. It has no debt. The market is worried by the Teck contract, but he does not think it will be an issue. He thinks this is a $30 stock and the dividend will go up. A potential 30-40% upside. Yield 2.95% (Analysts’ price target is $25.75)
This could be a take over by a private equity name. The largest coal export facility on the west coast of North America. It has no debt. The market is worried by the Teck contract, but he does not think it will be an issue. He thinks this is a $30 stock and the dividend will go up. A potential 30-40% upside. Yield 2.95% (Analysts’ price target is $25.75)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$21.900
Owned
Yes