Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 12, 2020
There is a base level of activity to just maintain production. The stock price is already demonstrating a poor drilling season outlook. They could privatize the company in 2.5 years on current cash flow. An outlook for $60 oil will lead to an uptick in drilling activity from here. Yield 0% (Analysts’ price target is $2.89)
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Precision Drilling (PD-T)
February 12, 2020
There is a base level of activity to just maintain production. The stock price is already demonstrating a poor drilling season outlook. They could privatize the company in 2.5 years on current cash flow. An outlook for $60 oil will lead to an uptick in drilling activity from here. Yield 0% (Analysts’ price target is $2.89)
DON'T BUY
DON'T BUY
February 12, 2020

Remember that valuation is relative. Some years have higher valuations, some lower. Make sure you own shares that companies make things that people want and the company leads in its sector. WMT is a powerhouse, but its price performance vs. the market has been falling since September. WMT is really improving its e-commerce, but it will cost them. It's a great company...but there's Amazon. WMT is too defensive for this current market.

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Walmart Inc (WMT-N)
February 12, 2020

Remember that valuation is relative. Some years have higher valuations, some lower. Make sure you own shares that companies make things that people want and the company leads in its sector. WMT is a powerhouse, but its price performance vs. the market has been falling since September. WMT is really improving its e-commerce, but it will cost them. It's a great company...but there's Amazon. WMT is too defensive for this current market.

BUY
BUY
February 12, 2020

Can I still get in after soaring like today? The market will be good this year with less volatility and less political interference. You want to own strength. If SHOP makes a mistake, it'll be costly, but they have a lot of investments. They are rock solid in small/medium-sized customers. Retailers tell him that this year the light went on--meaning going to e-commerce. And Shopify is the way to play this, this or Amazon. He owns both. SHOP reported a big beat today. They will continue to growth at this rate, and there are limited choices. Can it pullback? Yes. But it will also climb higher.

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Shopify Inc. (SHOP-T)
February 12, 2020

Can I still get in after soaring like today? The market will be good this year with less volatility and less political interference. You want to own strength. If SHOP makes a mistake, it'll be costly, but they have a lot of investments. They are rock solid in small/medium-sized customers. Retailers tell him that this year the light went on--meaning going to e-commerce. And Shopify is the way to play this, this or Amazon. He owns both. SHOP reported a big beat today. They will continue to growth at this rate, and there are limited choices. Can it pullback? Yes. But it will also climb higher.

STRONG BUY
STRONG BUY
February 12, 2020
The leaders in bull markets remain leaders. When a stock moves from $160-190 it'll likely check back. It pulled back 4.6% in the last two days, but really it should pull back a little. The reality is nobody else has the opportunity int he cloud like MSFT. They have enterprise relationships like no one. They will probably grow their business 30% or more a year for the next 5 years. It broke out with the market in October and this check back now is perfectly normal. In the coming 2-3 years this will continue to climb unless they make a big misstep, but they execute well.
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Microsoft (MSFT-Q)
February 12, 2020
The leaders in bull markets remain leaders. When a stock moves from $160-190 it'll likely check back. It pulled back 4.6% in the last two days, but really it should pull back a little. The reality is nobody else has the opportunity int he cloud like MSFT. They have enterprise relationships like no one. They will probably grow their business 30% or more a year for the next 5 years. It broke out with the market in October and this check back now is perfectly normal. In the coming 2-3 years this will continue to climb unless they make a big misstep, but they execute well.
DON'T BUY
DON'T BUY
February 12, 2020

He doesn't like the oil sector. Don't buy weakness in a strong market. Hard to make money in an unloved sector, oil. No uptick here. ESG and coronavirus are headwinds. CNQ or Suncor are the very top stocks in this sector and are the only serious considerations.

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Tourmaline Oil Corp (TOU-T)
February 12, 2020

He doesn't like the oil sector. Don't buy weakness in a strong market. Hard to make money in an unloved sector, oil. No uptick here. ESG and coronavirus are headwinds. CNQ or Suncor are the very top stocks in this sector and are the only serious considerations.

BUY
BUY
February 12, 2020

How long can this bull market last? Cyclical bull markets last 24-36 months between major corrections, and we cleared one at the start-2019. Secular bull markets run 15-18 years with interruptions like 2014-5 and 2018. In 1981, the baby boomers hit peak investing years and they peaked out in 2000 which was the end of that secular bull market. The millennials are a bigger group than the boomers--and they've just hit the same point as 1981. So, this secular bull run could stretch into the 2030s. Crashes happen, but don't last. He predicts two years ahead of clear sailing. A generation low in interest rates help. TD will be fine, but he prefers JPM or BAC.

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Toronto Dominion (TD-T)
February 12, 2020

How long can this bull market last? Cyclical bull markets last 24-36 months between major corrections, and we cleared one at the start-2019. Secular bull markets run 15-18 years with interruptions like 2014-5 and 2018. In 1981, the baby boomers hit peak investing years and they peaked out in 2000 which was the end of that secular bull market. The millennials are a bigger group than the boomers--and they've just hit the same point as 1981. So, this secular bull run could stretch into the 2030s. Crashes happen, but don't last. He predicts two years ahead of clear sailing. A generation low in interest rates help. TD will be fine, but he prefers JPM or BAC.

PAST TOP PICK
PAST TOP PICK
February 12, 2020
(A Top Pick Jun 27/19, Up 16%) The coronavirus pullback is short-term. They're adding routes. He's still buying it.
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Air Canada (AC-T)
February 12, 2020
(A Top Pick Jun 27/19, Up 16%) The coronavirus pullback is short-term. They're adding routes. He's still buying it.