Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
June 3, 2020
Tele-medicine? He likes this space. When they looked at what sectors will benefit post-pandemic, this was one. PM Trudeau has committed to putting government money into this space. What worries him about Canadian holdings, is that they are small fish in a big pond. Other companies already have over 50 million subscribers. Valuations are pretty stretched, so he would watch for good opportunities.
Show full opinionHide full opinion
CloudMD (DOC-CN)
June 3, 2020
Tele-medicine? He likes this space. When they looked at what sectors will benefit post-pandemic, this was one. PM Trudeau has committed to putting government money into this space. What worries him about Canadian holdings, is that they are small fish in a big pond. Other companies already have over 50 million subscribers. Valuations are pretty stretched, so he would watch for good opportunities.
BUY
BUY
June 3, 2020
There is a nice recovery in the Canadian banking sector. This shows they have likely over reserved for credit losses. There are a lot of moving parts and he is surprised about how agreeable the banks are to deferrals of mortgages. Higher oil prices is helping as well. Now is a decent time to pick a bank for your portfolio.
Show full opinionHide full opinion
There is a nice recovery in the Canadian banking sector. This shows they have likely over reserved for credit losses. There are a lot of moving parts and he is surprised about how agreeable the banks are to deferrals of mortgages. Higher oil prices is helping as well. Now is a decent time to pick a bank for your portfolio.
BUY
BUY
June 3, 2020
Home Construction? These go in cycles and he thinks we are at the bottom of the current one and he is back looking. You have to think if demand increases and interest rates remain low, there will be pent up demand, especially when people return to work. Plus there is a good boom in the home renovation space. He thinks the sector has legs going forward.
Show full opinionHide full opinion
Home Construction? These go in cycles and he thinks we are at the bottom of the current one and he is back looking. You have to think if demand increases and interest rates remain low, there will be pent up demand, especially when people return to work. Plus there is a good boom in the home renovation space. He thinks the sector has legs going forward.
PAST TOP PICK
PAST TOP PICK
June 3, 2020
(A Top Pick May 07/19, Up 14%) He still likes it and it is a decent weighting in his portfolios. It hasn't been a huge gainer in the market bounce back, but he likes the stability. They cleaned up the balance sheet on selling a large assets. Earnings expected to grow 5% annually. Yield 4.5%
Show full opinionHide full opinion
Emera Inc (EMA-T)
June 3, 2020
(A Top Pick May 07/19, Up 14%) He still likes it and it is a decent weighting in his portfolios. It hasn't been a huge gainer in the market bounce back, but he likes the stability. They cleaned up the balance sheet on selling a large assets. Earnings expected to grow 5% annually. Yield 4.5%
PAST TOP PICK
PAST TOP PICK
June 3, 2020
(A Top Pick May 07/19, Up 12%) At the time he thought they would make an acquisition and they did, adding a cloud based company. They install and sell cloud services. As they continue moving into the cloud the multiples will continue to rise.
Show full opinionHide full opinion
Open Text (OTEX-T)
June 3, 2020
(A Top Pick May 07/19, Up 12%) At the time he thought they would make an acquisition and they did, adding a cloud based company. They install and sell cloud services. As they continue moving into the cloud the multiples will continue to rise.
PAST TOP PICK
PAST TOP PICK
June 3, 2020
(A Top Pick May 07/19, Down 15%) The made an acquisition that was slow to yield returns for a couple of quarters. When they reported a slow down in Asia earlier this year, it may have been an early victim to effects of the upcoming pandemic. He thinks this may mean they are an earlier beneficiary to a post-pandemic recovery. He continues to like it.
Show full opinionHide full opinion
(A Top Pick May 07/19, Down 15%) The made an acquisition that was slow to yield returns for a couple of quarters. When they reported a slow down in Asia earlier this year, it may have been an early victim to effects of the upcoming pandemic. He thinks this may mean they are an earlier beneficiary to a post-pandemic recovery. He continues to like it.
HOLD
HOLD
June 3, 2020

Big line ups at the local stores could be a good sign. Their company is amazingly resilient, especially as people have been predicting their demise with Amazon for so long. You only pay two times earnings and they have good real estate holdings. Continue to hold it.

Show full opinionHide full opinion

Big line ups at the local stores could be a good sign. Their company is amazingly resilient, especially as people have been predicting their demise with Amazon for so long. You only pay two times earnings and they have good real estate holdings. Continue to hold it.