Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 29, 2019
He thinks this could be a private equity take over target. Traffic to cinemas have been flat, which provides a good base and they have been adding other revenue streams. It is too cheap at these levels and the dividend is not at risk. An upside of 20% next year. Yield 7.06% (Analysts’ price target is $30.40)
Cineplex Inc (CGX-T)
November 29, 2019
He thinks this could be a private equity take over target. Traffic to cinemas have been flat, which provides a good base and they have been adding other revenue streams. It is too cheap at these levels and the dividend is not at risk. An upside of 20% next year. Yield 7.06% (Analysts’ price target is $30.40)
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$25.440
Owned
Yes
TOP PICK
TOP PICK
November 29, 2019
Automated storage and warehouse logistics. Instead of being horizontal, warehouses are now vertical so it works on automating it. Land scarcity will help this company. They also have a software side that does logistics and card reading. A Swiss company with lots of runway, since only 10% of warehouse companies have moved to the logistics side. Dividend of 2.5% with strong dividend growth and cashflow. (Analysts’ price target is $144.00)
Kardex (KARN-X)
November 29, 2019
Automated storage and warehouse logistics. Instead of being horizontal, warehouses are now vertical so it works on automating it. Land scarcity will help this company. They also have a software side that does logistics and card reading. A Swiss company with lots of runway, since only 10% of warehouse companies have moved to the logistics side. Dividend of 2.5% with strong dividend growth and cashflow. (Analysts’ price target is $144.00)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
November 29, 2019
Global warming will cause more disasters and there will be a need for infrastructure. They were in the penalty box but have started turning around since the last quarter. The acquisition was written down and got burnt, but now the company has environmental and infrastructure. (Analysts’ price target is $38.41)
Stantec Inc (STN-T)
November 29, 2019
Global warming will cause more disasters and there will be a need for infrastructure. They were in the penalty box but have started turning around since the last quarter. The acquisition was written down and got burnt, but now the company has environmental and infrastructure. (Analysts’ price target is $38.41)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$35.350
Owned
Yes
TOP PICK
TOP PICK
November 29, 2019
FDA approval for a tablet diabetes drug. China and India will have a growing market for this as well. The trend will help the bottom line and profitability. He's owned it since 1997, and though it hasn't done much in the last 5 years, it is picking up. They are also completely off the grid and is very environmental. (Analysts’ price target is $62.73)
Novo-Nordisk (NVO-N)
November 29, 2019
FDA approval for a tablet diabetes drug. China and India will have a growing market for this as well. The trend will help the bottom line and profitability. He's owned it since 1997, and though it hasn't done much in the last 5 years, it is picking up. They are also completely off the grid and is very environmental. (Analysts’ price target is $62.73)
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$56.150
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Nov 02/18, Up 39%) He recommended this when the markets were going down. Interest rates are falling, and high yield attracts money to utilities. There is steady growth and there will be a 10% dividend growth. Growth and income at the same time.
TC Energy (TRP-T)
November 29, 2019
(A Top Pick Nov 02/18, Up 39%) He recommended this when the markets were going down. Interest rates are falling, and high yield attracts money to utilities. There is steady growth and there will be a 10% dividend growth. Growth and income at the same time.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$67.820
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Nov 02/18, Up 14%) Access to emerging market without the risk. Historically, a 10% dividend growth rate over time. They are moving into e-commerce and attracting millennials. They are moving into health products and makeup.
Unilever NV (UN-N)
November 29, 2019
(A Top Pick Nov 02/18, Up 14%) Access to emerging market without the risk. Historically, a 10% dividend growth rate over time. They are moving into e-commerce and attracting millennials. They are moving into health products and makeup.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$59.550
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Nov 02/18, Up 11%) Medical supplies giant. They've been around for 100 year. Syringes are their big product. They made a large acquisition but are paying down debt. They continue their investment grade credit. The medical supply business has done better than pharmaceuticals.
Becton Dickinson (BDX-N)
November 29, 2019
(A Top Pick Nov 02/18, Up 11%) Medical supplies giant. They've been around for 100 year. Syringes are their big product. They made a large acquisition but are paying down debt. They continue their investment grade credit. The medical supply business has done better than pharmaceuticals.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$258.500
Owned
Yes