Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 26, 2020
They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
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They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
BUY
BUY
May 26, 2020
He sold half his position before the lockdown. Disney is a powerhouse, though its amusement parks and movies are being hit. He's watching live-streaming and virtual reality in enhancing and accelerating when crowds can attend sporting events--how will this effect sports and betting? Disney remains a dominant entertainment company.
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Walt Disney (DIS-N)
May 26, 2020
He sold half his position before the lockdown. Disney is a powerhouse, though its amusement parks and movies are being hit. He's watching live-streaming and virtual reality in enhancing and accelerating when crowds can attend sporting events--how will this effect sports and betting? Disney remains a dominant entertainment company.
COMMENT
COMMENT
May 26, 2020

Among the Canadians, RY, TD and NB are trading at small premiums to book value. These are solid choices with decent loan books. Canadian consumers have heavy debt and that is a problem, and this risk will rise as this slowdown continues. Can the banks long-term sustain their dividends? The banks are allowing customers to defer some payments, though, so they are "team players" but long-term there is a concern.

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Royal Bank (RY-T)
May 26, 2020

Among the Canadians, RY, TD and NB are trading at small premiums to book value. These are solid choices with decent loan books. Canadian consumers have heavy debt and that is a problem, and this risk will rise as this slowdown continues. Can the banks long-term sustain their dividends? The banks are allowing customers to defer some payments, though, so they are "team players" but long-term there is a concern.

BUY
BUY
May 26, 2020
It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were under-levered going into the lockdown. They can monetize one of their world-class assets if they wish to, but he doesn't see pressure to. A better oil price would help, of course. Among mid/small-caps, this is a comfortable one to own.
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It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were under-levered going into the lockdown. They can monetize one of their world-class assets if they wish to, but he doesn't see pressure to. A better oil price would help, of course. Among mid/small-caps, this is a comfortable one to own.
BUY
BUY
May 26, 2020
Well-run, though they are struggling with supply chain and tariff issues. Ultimately, these problems will go away. Construction has been impacted a bit, but if your time frame is long, BDK will reward you.
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Well-run, though they are struggling with supply chain and tariff issues. Ultimately, these problems will go away. Construction has been impacted a bit, but if your time frame is long, BDK will reward you.
COMMENT
COMMENT
May 26, 2020
He still owns a little of this. Its dilemma is that a segment of revenues comes from land lines which is a shrinking business; people are streaming more and more and cutting their cable cord. This could become a long-term shift and pressure telcos, including BCE. Careful with telcos offering really high dividends, because they may not be sustainable.
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BCE Inc. (BCE-T)
May 26, 2020
He still owns a little of this. Its dilemma is that a segment of revenues comes from land lines which is a shrinking business; people are streaming more and more and cutting their cable cord. This could become a long-term shift and pressure telcos, including BCE. Careful with telcos offering really high dividends, because they may not be sustainable.
BUY
BUY
May 26, 2020
He's a big fan of Warren Buffett's philosophy. During this pandemic, Buffett hasn't done any buying, just waiting it out and watching for the long-term impacts of this pandemic. This company is in a pretty good position, well-run and diversified and sitting on a pile of cash. BRK has lagged the markets, so now is a buying opportunity.
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He's a big fan of Warren Buffett's philosophy. During this pandemic, Buffett hasn't done any buying, just waiting it out and watching for the long-term impacts of this pandemic. This company is in a pretty good position, well-run and diversified and sitting on a pile of cash. BRK has lagged the markets, so now is a buying opportunity.