Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2020
China equity ETF. There is not likely to be any escalation in trade risk between China and US. Trump is not going to escalate, but there will be no progress either. China has massive growth problems. The population will peak in the next 5 to 10 years according to the world bank. Their natural growth is held at 2%. There is a big headwind in China and he would not add to it except in pull backs. He prefers the 'A' shares market in the US for China exposure. This is not a no-brainer play.
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China equity ETF. There is not likely to be any escalation in trade risk between China and US. Trump is not going to escalate, but there will be no progress either. China has massive growth problems. The population will peak in the next 5 to 10 years according to the world bank. Their natural growth is held at 2%. There is a big headwind in China and he would not add to it except in pull backs. He prefers the 'A' shares market in the US for China exposure. This is not a no-brainer play.
BUY
BUY
January 13, 2020

They are attracting more buying orders. It is a natural beneficiary of the issues Boeing is having. The purchases are multi-year and the deliveries are multi-year. He thinks they will be okay longer term. He prefers the bigger seats for long haul flights. This is definitely a trade here and an opportunity.

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Airbus (EADSY-OTC)
January 13, 2020

They are attracting more buying orders. It is a natural beneficiary of the issues Boeing is having. The purchases are multi-year and the deliveries are multi-year. He thinks they will be okay longer term. He prefers the bigger seats for long haul flights. This is definitely a trade here and an opportunity.

BUY
BUY
January 13, 2020
In a highly populated place, this product really does work as well as the ecosystem that surrounds it. This is quite an inexpensive company and there is upside over time. This is definitely one to look at for exposure to the Chinese market.
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In a highly populated place, this product really does work as well as the ecosystem that surrounds it. This is quite an inexpensive company and there is upside over time. This is definitely one to look at for exposure to the Chinese market.
WEAK BUY
WEAK BUY
January 13, 2020
Semiconductors: The index was up 50% last year. Capital is moving into the space. He prefers the analogue space and PHO-T is effectively a 5 G play. It may work, but he would prefer a dividend paying stock.
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Photon Control (PHO-T)
January 13, 2020
Semiconductors: The index was up 50% last year. Capital is moving into the space. He prefers the analogue space and PHO-T is effectively a 5 G play. It may work, but he would prefer a dividend paying stock.
BUY
BUY
January 13, 2020
The consensus is that the UK will have a successful exit at the end of the month. With that, there is a backdrop where the political overhang will be removed and the economy has a chance to restructure and the situation afterwards will probably be better. LYG-T is primarily exposed to UK companies.
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The consensus is that the UK will have a successful exit at the end of the month. With that, there is a backdrop where the political overhang will be removed and the economy has a chance to restructure and the situation afterwards will probably be better. LYG-T is primarily exposed to UK companies.
WEAK BUY
WEAK BUY
January 13, 2020
It has been a good story. It is a Canadian national champion. The only challenge he has is that his clients have an ambition to have a dividend. He would buy it if they initiated a dividend. If you don’t need one, then it is one to look at. Look for a better entry point.
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CGI Group (A) (GIB.A-T)
January 13, 2020
It has been a good story. It is a Canadian national champion. The only challenge he has is that his clients have an ambition to have a dividend. He would buy it if they initiated a dividend. If you don’t need one, then it is one to look at. Look for a better entry point.
HOLD
HOLD
January 13, 2020
There is a view that the US could potentially further lower rates, but if the US follows the trade agreement, it is possible they could even raise rates. If you have not been in the US financials up until now, then you have probably missed the best of the run. Canadian banks are probably fairly fully valued. The biggest opportunities in the banking sector are currently in Europe.
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There is a view that the US could potentially further lower rates, but if the US follows the trade agreement, it is possible they could even raise rates. If you have not been in the US financials up until now, then you have probably missed the best of the run. Canadian banks are probably fairly fully valued. The biggest opportunities in the banking sector are currently in Europe.