Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
February 14, 2020
They keep delivering to investors and they also keep raising dividends. PEs are high across the board so it is not unusual. As long as interest rates are low, people will want dividends. There's a rumour that they want to unlock their data centre assets that can be a catalyst for growth.
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BCE Inc. (BCE-T)
February 14, 2020
They keep delivering to investors and they also keep raising dividends. PEs are high across the board so it is not unusual. As long as interest rates are low, people will want dividends. There's a rumour that they want to unlock their data centre assets that can be a catalyst for growth.
COMMENT
COMMENT
February 14, 2020

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

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CGI Group (A) (GIB.A-T)
February 14, 2020

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

COMMENT
COMMENT
February 14, 2020

CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

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CGI has been on a monster tear. There are rare non-commodity, utility or financial companies. There is a premium on these. They missed on a quarter and organic growth is slowing. It is an acquisition story, however. He would prefer Constellation Software that they own.

BUY
BUY
February 14, 2020
They have a temporary CEO. The company is in the middle of transforming its business to add data and information technology. The stock has done well and it was one of the best performers in 2019. The balance sheet is good. He expects better things in 2020.
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TMX Group (X-T)
February 14, 2020
They have a temporary CEO. The company is in the middle of transforming its business to add data and information technology. The stock has done well and it was one of the best performers in 2019. The balance sheet is good. He expects better things in 2020.
WATCH
WATCH
February 14, 2020
He owned this in the past. The stock has really picked up last year. The problem is that it has no power over the input price. They have made a bet in building a plant in Quebec and the balance sheet is stressed.
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KP Tissue Inc (KPT-T)
February 14, 2020
He owned this in the past. The stock has really picked up last year. The problem is that it has no power over the input price. They have made a bet in building a plant in Quebec and the balance sheet is stressed.
BUY
BUY
February 14, 2020
If you like it, he would buy into it now. As long as the valuation is not super expensive and you plan to hold it for a long time, then you can buy it. It is a well-run company that checks all the boxes. It is a well-run global business. The earnings were tremendous.
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If you like it, he would buy into it now. As long as the valuation is not super expensive and you plan to hold it for a long time, then you can buy it. It is a well-run company that checks all the boxes. It is a well-run global business. The earnings were tremendous.
BUY
BUY
February 14, 2020

For a 5G play, he would bet on Apple because everyone will need to buy a new phone. American Tower is a 5G play, and they charge rent from telecomms for their towers and equipment. They can't lose in that opportunity. The company is also figuring out new ways to increase the rent base.

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American Tower (AMT-N)
February 14, 2020

For a 5G play, he would bet on Apple because everyone will need to buy a new phone. American Tower is a 5G play, and they charge rent from telecomms for their towers and equipment. They can't lose in that opportunity. The company is also figuring out new ways to increase the rent base.