Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
May 21, 2020
They reported overnight with numbers better than expected. They have lots of cash. They layer in technology to bricks and mortar businesses. They will be a bit stressed based on the COVID shut down but it sets up well for the long term. Be patient on it. Wait for people to get back into restaurants.
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They reported overnight with numbers better than expected. They have lots of cash. They layer in technology to bricks and mortar businesses. They will be a bit stressed based on the COVID shut down but it sets up well for the long term. Be patient on it. Wait for people to get back into restaurants.
WATCH
WATCH
May 21, 2020
The dividend looks fine & safe. The story looks good. The general franchises do curb side pickup. The valuation looks okay. He does not have any consumer stocks yet but this one he considered.
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The dividend looks fine & safe. The story looks good. The general franchises do curb side pickup. The valuation looks okay. He does not have any consumer stocks yet but this one he considered.
BUY
BUY
May 21, 2020
He likes it. It is a utility with a nice, consistent dividend. They dumped a lot of money into 5G. He worries on the media side. It will take a little time to come back, e.g. Sports. He recently added it. He likes safety over growth.
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BCE Inc. (BCE-T)
May 21, 2020
He likes it. It is a utility with a nice, consistent dividend. They dumped a lot of money into 5G. He worries on the media side. It will take a little time to come back, e.g. Sports. He recently added it. He likes safety over growth.
WATCH
WATCH
May 21, 2020
He owns no producers in Canada, nor the US. Near term contracts on oil have moved substantially. Longer term they have not moved. This is a mid-term trade. There will be a lot more volatility in the space. We have to get through a lot of inventory before fundamentals will change on oil.
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He owns no producers in Canada, nor the US. Near term contracts on oil have moved substantially. Longer term they have not moved. This is a mid-term trade. There will be a lot more volatility in the space. We have to get through a lot of inventory before fundamentals will change on oil.
BUY
BUY
May 21, 2020
He really likes it. It is his larger holdings in the utility space and one of his largest holdings in his portfolio over all. He has a lot of respect for what management is doing. They have lots of available liquidity and the dividend is safe. They may ratchet down their dividend growth going forward.
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He really likes it. It is his larger holdings in the utility space and one of his largest holdings in his portfolio over all. He has a lot of respect for what management is doing. They have lots of available liquidity and the dividend is safe. They may ratchet down their dividend growth going forward.
BUY
BUY
May 21, 2020
He owns the convertible debentures. It is a speculative position. They should be able to withstand this.
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He owns the convertible debentures. It is a speculative position. They should be able to withstand this.
DON'T BUY
DON'T BUY
May 21, 2020
While there is a component of online retailing that is taking a share from them right now, this is an essential service. The type of consumer that shows up wants a quick in and out and knows what they want. It could do well in this environment but he is not buying any consumer names at this point.
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While there is a component of online retailing that is taking a share from them right now, this is an essential service. The type of consumer that shows up wants a quick in and out and knows what they want. It could do well in this environment but he is not buying any consumer names at this point.