Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 11, 2020
3-year outlook A big holding and a great company. Their holdings are in the U.S. based on a preferred equity structure, but risks lie on the companies' revenues shrinking. They had a little bit of a miss in 2017-8, but it's recovered there. Their companies are performing better. The dividend is 7.2% which he thinks is not only safe, but would grow.
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Alaris Royalty (AD-T)
February 11, 2020
3-year outlook A big holding and a great company. Their holdings are in the U.S. based on a preferred equity structure, but risks lie on the companies' revenues shrinking. They had a little bit of a miss in 2017-8, but it's recovered there. Their companies are performing better. The dividend is 7.2% which he thinks is not only safe, but would grow.
WEAK BUY
WEAK BUY
February 11, 2020

A play on global oil. The coronavirus has taken out 20% demand because of China, but there will be a bounce-back in oil. Global oil has been a tough slog for the last 5 years. You can probably buy it and collect a nice dividend, but BP has a better payout. Don't expect much capital appreciation.

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Exxon Mobil (XOM-N)
February 11, 2020

A play on global oil. The coronavirus has taken out 20% demand because of China, but there will be a bounce-back in oil. Global oil has been a tough slog for the last 5 years. You can probably buy it and collect a nice dividend, but BP has a better payout. Don't expect much capital appreciation.

COMMENT
COMMENT
February 11, 2020

Their software lets retailers take payments, manager inventory and now for consumers a cash app including peer-to-peer transfers. SQ is pricey, but boasts 25% revenue growth--doing well in developing software. Trades at 14x current revenue. If they can execute on their cash app, SQ can move higher. But he prefers Mastercard in the US payments space.

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Square Inc (SQ-N)
February 11, 2020

Their software lets retailers take payments, manager inventory and now for consumers a cash app including peer-to-peer transfers. SQ is pricey, but boasts 25% revenue growth--doing well in developing software. Trades at 14x current revenue. If they can execute on their cash app, SQ can move higher. But he prefers Mastercard in the US payments space.

PARTIAL BUY
PARTIAL BUY
February 11, 2020

His 2nd-largest holding. It's been on a tear in the past month. Pick away slowly at these high levels. Cloud computing is driving their growth. MSFT and Amazon are a two-horse race in the cloud that will continue for at least 5 years. A long-term buy.

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Microsoft (MSFT-Q)
February 11, 2020

His 2nd-largest holding. It's been on a tear in the past month. Pick away slowly at these high levels. Cloud computing is driving their growth. MSFT and Amazon are a two-horse race in the cloud that will continue for at least 5 years. A long-term buy.

BUY
BUY
February 11, 2020
Medical devices are a good play on aging US demographics. SYK recently merged with a smaller company to consolidate their hips and knees products. He owns its peers including Boston Scientific, but the whole space is enjoying a nice upside. You can buy SYK.
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Stryker Corp. (SYK-N)
February 11, 2020
Medical devices are a good play on aging US demographics. SYK recently merged with a smaller company to consolidate their hips and knees products. He owns its peers including Boston Scientific, but the whole space is enjoying a nice upside. You can buy SYK.
WATCH
WATCH
February 11, 2020
Looks like they turned the corner in their last quarter after investors have punished them for revenues declining in 2019. Peers have grown faster, but BB is starting to look attractive. Look for a few more quarters of turnaround as they move more into cybersecurity. There's potential for mulitple expansion; it trades at 2.5x revenue vs. peers at 6-7x. You can start to pick away at it, but he'd rather watch a few quarters.
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BlackBerry (BB-T)
February 11, 2020
Looks like they turned the corner in their last quarter after investors have punished them for revenues declining in 2019. Peers have grown faster, but BB is starting to look attractive. Look for a few more quarters of turnaround as they move more into cybersecurity. There's potential for mulitple expansion; it trades at 2.5x revenue vs. peers at 6-7x. You can start to pick away at it, but he'd rather watch a few quarters.
BUY
BUY
February 11, 2020

Suncor vs. Pembina Investor sentiment for oil is very weak, but Suncor is among the better performers in the last decade because their Oil Sands assets have such a long life that they don't have to keep investing money each year to maintain that production. Ultimately, Canada needs to see takeaway capacity to improve. He owns Pembina which is not as directly effected by the oil price. Suncor is an oil play; Pembina is an income play. Either one is fine.

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Suncor Energy Inc (SU-T)
February 11, 2020

Suncor vs. Pembina Investor sentiment for oil is very weak, but Suncor is among the better performers in the last decade because their Oil Sands assets have such a long life that they don't have to keep investing money each year to maintain that production. Ultimately, Canada needs to see takeaway capacity to improve. He owns Pembina which is not as directly effected by the oil price. Suncor is an oil play; Pembina is an income play. Either one is fine.