Latest Expert Opinions

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COMMENT
COMMENT
February 26, 2020

In the construction space his favorite is WSP Global. SOX is similar and he thinks they may be a value trap as there is some concerns about the dividend, the strength of the balance sheet and their ties to the energy sector.

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WSP Global Inc. (WSP-T)
February 26, 2020

In the construction space his favorite is WSP Global. SOX is similar and he thinks they may be a value trap as there is some concerns about the dividend, the strength of the balance sheet and their ties to the energy sector.

WAIT
WAIT
February 26, 2020
He would be okay for the longer term as a hold, but it is a little expensive here. Tim Horton's is the largest segment and it is slowing. It will be a wait over the next couple of quarters he thinks.
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He would be okay for the longer term as a hold, but it is a little expensive here. Tim Horton's is the largest segment and it is slowing. It will be a wait over the next couple of quarters he thinks.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Mar 29/19, Up 30%) He still likes the name. They are into civil defense and aviation simulators. And they have good tailwinds behind them still. Pilots and their training are in high demand. Their five year dividend growth rate is about 10%.
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CAE Inc (CAE-T)
February 26, 2020
(A Top Pick Mar 29/19, Up 30%) He still likes the name. They are into civil defense and aviation simulators. And they have good tailwinds behind them still. Pilots and their training are in high demand. Their five year dividend growth rate is about 10%.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Mar 29/19, Down 28%) Their shares got hurt recently after a poor guidance update. They have been through this before. He thinks they will do fine. He would see this as a long term hold.
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(A Top Pick Mar 29/19, Down 28%) Their shares got hurt recently after a poor guidance update. They have been through this before. He thinks they will do fine. He would see this as a long term hold.
PAST TOP PICK
PAST TOP PICK
February 26, 2020
(A Top Pick Mar 29/19, Up 1%) News of their CEO leaving has hurt the stock recently. It does not expect any skeletons are in the closet. This aggregator of funeral homes and cemeteries will see slow and steady growth with a decent dividend.
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Park Lawn Corp (PLC-T)
February 26, 2020
(A Top Pick Mar 29/19, Up 1%) News of their CEO leaving has hurt the stock recently. It does not expect any skeletons are in the closet. This aggregator of funeral homes and cemeteries will see slow and steady growth with a decent dividend.
HOLD
HOLD
February 26, 2020
They just reported quarterly earnings a week or so ago and it was disappointing. They are a commercial packaging company with a global reach. They have been around for a long time. They are good at acquiring companies that add value. He would not be too concerned about the price pullback.
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They just reported quarterly earnings a week or so ago and it was disappointing. They are a commercial packaging company with a global reach. They have been around for a long time. They are good at acquiring companies that add value. He would not be too concerned about the price pullback.
DON'T BUY
DON'T BUY
February 26, 2020
He does not like really high yielding companies. Often it is a signal that something is wrong -- it is just too risky. He would avoid it. Yield 13.5%
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He does not like really high yielding companies. Often it is a signal that something is wrong -- it is just too risky. He would avoid it. Yield 13.5%