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February 13, 2020

Owns YUM! Brands instead. QSR has negative growth at Tim's. You want all your brands to have healthy growth. Pretty well run. Cost-cutting when they bought Tim's may have backfired. YUM has international exposure and strong performance of Taco Bell in the domestic market.

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Owns YUM! Brands instead. QSR has negative growth at Tim's. You want all your brands to have healthy growth. Pretty well run. Cost-cutting when they bought Tim's may have backfired. YUM has international exposure and strong performance of Taco Bell in the domestic market.

DON'T BUY
DON'T BUY
February 13, 2020
Doesn't own any Canadian energy producers. Commodity price outlook in western Canada is not that visible in terms of takeaway capacity. Chinese demand has fallen off. Dividend yield is very high, and the share price is coming off. Depressed prices will impact cash flow.
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Doesn't own any Canadian energy producers. Commodity price outlook in western Canada is not that visible in terms of takeaway capacity. Chinese demand has fallen off. Dividend yield is very high, and the share price is coming off. Depressed prices will impact cash flow.
DON'T BUY
DON'T BUY
February 13, 2020
Doesn't buy forest product companies as they're very cyclical. Pricing is sensitive to demand. Cyclical sectors are out of favour as we're late in the cycle, and economy is soft.
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West Fraser Timber (WFT-T)
February 13, 2020
Doesn't buy forest product companies as they're very cyclical. Pricing is sensitive to demand. Cyclical sectors are out of favour as we're late in the cycle, and economy is soft.
DON'T BUY
DON'T BUY
February 13, 2020
Highly cyclical industry. Need improvement in underlying commodity prices for the price to get back to mid-20s. So Chinese economic growth has to rebound and strengthen. Even with the price decline, she's not interested.
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Highly cyclical industry. Need improvement in underlying commodity prices for the price to get back to mid-20s. So Chinese economic growth has to rebound and strengthen. Even with the price decline, she's not interested.
WAIT
WAIT
February 13, 2020
Doing well in US. World growth has to be international, and China is a big part of that. Coronavirus will hit their stores more than with franchises. Not inexpensive right now, so she'd wait to see what's happening with China before stepping in.
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Starbucks (SBUX-Q)
February 13, 2020
Doing well in US. World growth has to be international, and China is a big part of that. Coronavirus will hit their stores more than with franchises. Not inexpensive right now, so she'd wait to see what's happening with China before stepping in.
TOP PICK
TOP PICK
February 13, 2020
Wait for a pullback, which is now. Growth was weaker than anticipated. Company says it will maintain growth of 5-6%. Inorganic growth and M&A will likely pick up. Will do well long term. Strong balance sheet. No dividend. (Analysts’ price target is $112.25)
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CGI Group (A) (GIB.A-T)
February 13, 2020
Wait for a pullback, which is now. Growth was weaker than anticipated. Company says it will maintain growth of 5-6%. Inorganic growth and M&A will likely pick up. Will do well long term. Strong balance sheet. No dividend. (Analysts’ price target is $112.25)
TOP PICK
TOP PICK
February 13, 2020
Disney Plus launched very successfully. Churn rate is low. Launching in Europe and India later on. Studios and domestic parks are doing very well. Coronavirus and demonstrations are impacting China and Hong Kong. Long-term, a great company and attractive valuation. Yield is 1.25%. (Analysts’ price target is $161.65)
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Walt Disney (DIS-N)
February 13, 2020
Disney Plus launched very successfully. Churn rate is low. Launching in Europe and India later on. Studios and domestic parks are doing very well. Coronavirus and demonstrations are impacting China and Hong Kong. Long-term, a great company and attractive valuation. Yield is 1.25%. (Analysts’ price target is $161.65)