Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
February 18, 2020

He likes it. There's a big shift in e-cars, though, and they are impacted by the coronavirus. Magna will survive in both cases, because management is smart, though they may struggle to adjust to supplying e-cars for a while. It's okay to hold.

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Magna Int'l. (A) (MG-T)
February 18, 2020

He likes it. There's a big shift in e-cars, though, and they are impacted by the coronavirus. Magna will survive in both cases, because management is smart, though they may struggle to adjust to supplying e-cars for a while. It's okay to hold.

BUY
BUY
February 18, 2020
It's become the poster child for yield and will continue to provide that at 6%. ENB's stock price should also move up. Great for income.
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Enbridge (ENB-T)
February 18, 2020
It's become the poster child for yield and will continue to provide that at 6%. ENB's stock price should also move up. Great for income.
HOLD
HOLD
February 18, 2020
A growth by acquisition story. He sold in the Q4, though he wishes he still owned it. There's no big catalyst for this stock, but it will continue to perform.
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A growth by acquisition story. He sold in the Q4, though he wishes he still owned it. There's no big catalyst for this stock, but it will continue to perform.
BUY WEAKNESS
BUY WEAKNESS
February 18, 2020

It's not cheap and priced for perfection--but it IS delivering perfection. There will be pullbacks when high-multiple stocks get hit. They just reported a great quarter, and offers fine growth. He hasn't trimmed his holding. Hold this until they start disappointing investors, if that happens. It's a real competitor to Amazon, and US investors are buying Shopify.

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Shopify Inc. (SHOP-T)
February 18, 2020

It's not cheap and priced for perfection--but it IS delivering perfection. There will be pullbacks when high-multiple stocks get hit. They just reported a great quarter, and offers fine growth. He hasn't trimmed his holding. Hold this until they start disappointing investors, if that happens. It's a real competitor to Amazon, and US investors are buying Shopify.

BUY
BUY
February 18, 2020
They excel with businesses they own Marks Work Warehouse and Sportcheck. The franchise system is working great; CTC is franchise-driven. A premier retail name in Canada. Strong all around.
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They excel with businesses they own Marks Work Warehouse and Sportcheck. The franchise system is working great; CTC is franchise-driven. A premier retail name in Canada. Strong all around.
WEAK BUY
WEAK BUY
February 18, 2020
Underperforming? All banks have been limited by low interest rates, but still pay good yields. You're not losing money in TD, but he doesn't see rates changing much. You can expect 8-10% a year, including the yield. 8-10% isn't bad. Low yields will continue to squeeze margins. Anyone should buy banks and he has no worries buying this.
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Toronto Dominion (TD-T)
February 18, 2020
Underperforming? All banks have been limited by low interest rates, but still pay good yields. You're not losing money in TD, but he doesn't see rates changing much. You can expect 8-10% a year, including the yield. 8-10% isn't bad. Low yields will continue to squeeze margins. Anyone should buy banks and he has no worries buying this.
HOLD
HOLD
February 18, 2020
The poster child of the Canadian energy patch: high 12-14% yield which is an opportunity but also a threat. They could cut that dividend, but they never have, so he doubts they will. If the stock remains flat, at least you get that dividend. VET could buyback shares.
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The poster child of the Canadian energy patch: high 12-14% yield which is an opportunity but also a threat. They could cut that dividend, but they never have, so he doubts they will. If the stock remains flat, at least you get that dividend. VET could buyback shares.