Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 26, 2020

A contrarian play right now. In 12 months from now the markets will have stabilized and valuations will return. It trades at 4 times sales -- in line with Lulu Lemon. The company has guided lower for the next two quarters, so be patient. Yield 0% (Analysts’ price target is $52.21)

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A contrarian play right now. In 12 months from now the markets will have stabilized and valuations will return. It trades at 4 times sales -- in line with Lulu Lemon. The company has guided lower for the next two quarters, so be patient. Yield 0% (Analysts’ price target is $52.21)

TOP PICK
TOP PICK
February 26, 2020
A slow and steady company that makes acquisitions at good valutions. Contracts tend to be sticky and there are opportunities to up sell services they offer. They are generating good sales growth in the US as well. Yield 0% (Analysts’ price target is $40.33)
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A slow and steady company that makes acquisitions at good valutions. Contracts tend to be sticky and there are opportunities to up sell services they offer. They are generating good sales growth in the US as well. Yield 0% (Analysts’ price target is $40.33)
DON'T BUY
DON'T BUY
February 26, 2020

A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

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A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

BUY
BUY
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

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Mastercard Inc. (MA-N)
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

BUY
BUY
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

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Visa Inc. (V-N)
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

BUY
BUY
February 26, 2020
Likes this REIT, a good way to play defence in this market that pays a good dividend above 6%. The multiple is under 12x, so it's cheap. A diversified REIT, too. You're paid to wait. However, their cash earnings haven't been growing. Over time, there will be FFO grow though.
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Likes this REIT, a good way to play defence in this market that pays a good dividend above 6%. The multiple is under 12x, so it's cheap. A diversified REIT, too. You're paid to wait. However, their cash earnings haven't been growing. Over time, there will be FFO grow though.
DON'T BUY
DON'T BUY
February 26, 2020
It pays a huge 16% dividend which is a red flag. The company may insist it won't cut its dividend, but he's suspicious. (VET has never cut its dividend.)
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It pays a huge 16% dividend which is a red flag. The company may insist it won't cut its dividend, but he's suspicious. (VET has never cut its dividend.)