Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 10, 2020
Changing demographics? He has a model price of $45.83 per share -- right around current prices. A move higher in the market could take it to $61. He would wait thru the next earnings announcement. It is not cheap here. He would wait for a pullback before buying in.
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Changing demographics? He has a model price of $45.83 per share -- right around current prices. A move higher in the market could take it to $61. He would wait thru the next earnings announcement. It is not cheap here. He would wait for a pullback before buying in.
DON'T BUY
DON'T BUY
January 10, 2020
Gold? The gold bugs are out in force right now -- and he is not a believer. His model price is $14.85 -- much weaker than where it trades today.
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Barrick Gold (ABX-T)
January 10, 2020
Gold? The gold bugs are out in force right now -- and he is not a believer. His model price is $14.85 -- much weaker than where it trades today.
DON'T BUY
DON'T BUY
January 10, 2020
Energy? He is not a big believer in entering energy yet. The market is totally different than it was five years ago. The world is finding more oil than ever. The Chinese are the biggest buyer of energy now and he does not trust how they have created a Shanghai index for oil and gold. Terrorist activity in the Middle East does not impact the price like it once did. He is staying away from energy as a whole. Baytex has fallen to such a discount, he thinks the market does not trust the sustainability of the balance sheet. He thinks this will come in the form of reserve right downs. His model price for the share price is $0.60.
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Baytex Energy Corp (BTE-T)
January 10, 2020
Energy? He is not a big believer in entering energy yet. The market is totally different than it was five years ago. The world is finding more oil than ever. The Chinese are the biggest buyer of energy now and he does not trust how they have created a Shanghai index for oil and gold. Terrorist activity in the Middle East does not impact the price like it once did. He is staying away from energy as a whole. Baytex has fallen to such a discount, he thinks the market does not trust the sustainability of the balance sheet. He thinks this will come in the form of reserve right downs. His model price for the share price is $0.60.
COMMENT
COMMENT
January 10, 2020

BAC-N vs C-N? When Donald Trump became President, he bought both these stocks. He thinks BAC-N can go to $36.84 and stays around his definition of book value. C-N has moved up on positive fundamentals and he sees $114 as value. He would prefer C over BAC-N. Both should do well in the long run.

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Bank of America (BAC-N)
January 10, 2020

BAC-N vs C-N? When Donald Trump became President, he bought both these stocks. He thinks BAC-N can go to $36.84 and stays around his definition of book value. C-N has moved up on positive fundamentals and he sees $114 as value. He would prefer C over BAC-N. Both should do well in the long run.

COMMENT
COMMENT
January 10, 2020

BAC-N vs C-N? When Donald Trump became President, he bought both these stocks. He thinks BAC-N can go to $36.84 and stays around his definition of book value. C-N has moved up on positive fundamentals and he sees $114 as value. He would prefer C over BAC-N. Both should do well in the long run.

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Citigroup Inc. (C-N)
January 10, 2020

BAC-N vs C-N? When Donald Trump became President, he bought both these stocks. He thinks BAC-N can go to $36.84 and stays around his definition of book value. C-N has moved up on positive fundamentals and he sees $114 as value. He would prefer C over BAC-N. Both should do well in the long run.

COMMENT
COMMENT
January 10, 2020

Canadian Banks? He is very pessimistic on Canada in general. We are the whipping horse of the world right now. He is not a fan of this sector. News of high loan loss provisions is making him nervous and he sees global shorting going on. He favours US banks instead. If he were to look at one Canadian bank, it might be BNS. A yield over 5% and share price upside to $85.36.

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Canadian Banks? He is very pessimistic on Canada in general. We are the whipping horse of the world right now. He is not a fan of this sector. News of high loan loss provisions is making him nervous and he sees global shorting going on. He favours US banks instead. If he were to look at one Canadian bank, it might be BNS. A yield over 5% and share price upside to $85.36.

BUY WEAKNESS
BUY WEAKNESS
January 10, 2020
He likes the company and owns some personal shares. He is happy with the downdraft in the price as he has a model price of $52.88. However, he could see $37 trade, so he might wait to add to more of his position.
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He likes the company and owns some personal shares. He is happy with the downdraft in the price as he has a model price of $52.88. However, he could see $37 trade, so he might wait to add to more of his position.