Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 29, 2020
It has wide swings with respect to its earnings profile. Its insurance operations have been fairly steady. You will see more volatility in the stock short term, yet there has been a lot of management buying of the stock. It is a very well managed company that will continue to do well.
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It has wide swings with respect to its earnings profile. Its insurance operations have been fairly steady. You will see more volatility in the stock short term, yet there has been a lot of management buying of the stock. It is a very well managed company that will continue to do well.
HOLD
HOLD
June 29, 2020
The auto industry is currently in complete disarray. How reluctant are people going to be to step up to big purchases after the economic recovery. If you are going to invest in the auto parts industry, you want to be with the big players. It will be a long but jagged recovery.
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The auto industry is currently in complete disarray. How reluctant are people going to be to step up to big purchases after the economic recovery. If you are going to invest in the auto parts industry, you want to be with the big players. It will be a long but jagged recovery.
SPECULATIVE BUY
SPECULATIVE BUY
June 29, 2020
It is certainly a high risk/reward play. One thing it has going for it is a very favourable hedge going for it. The question is only going into next year, what will prices look like. They have net debt over $2 Billion. The dividend has been reduced to a level where it is hopefully sustainable. He would prefer others. However, if you want to take some risk in your portfolio, you could be well rewarded.
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It is certainly a high risk/reward play. One thing it has going for it is a very favourable hedge going for it. The question is only going into next year, what will prices look like. They have net debt over $2 Billion. The dividend has been reduced to a level where it is hopefully sustainable. He would prefer others. However, if you want to take some risk in your portfolio, you could be well rewarded.
DON'T BUY
DON'T BUY
June 29, 2020
He has never liked capital intensive, highly unionized industries with very complex financial arrangements that have such a massive swing with consumer take up of either travelling or a function of fuel prices.
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Air Canada (AC-T)
June 29, 2020
He has never liked capital intensive, highly unionized industries with very complex financial arrangements that have such a massive swing with consumer take up of either travelling or a function of fuel prices.
TOP PICK
TOP PICK
June 29, 2020
It was hit very hard by COVID-19 in that a lot of partner companies were forced to shut down operations. But just recently they came out with a lot of good news. They have had a pick up in a company that offers plastic surgery in the US. Planet fitness has begun to open up, and a supplier of PPE has done very well through the pandemic. We have also seen management take some positive steps in controlling the balance sheet. They reduced the dividend and announced they will become an income trust, which he feels will be very beneficial to the company. It will give them a much better earnings profile while lowering the payout ratio. (Analysts’ price target is $14.18)
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Alaris Royalty (AD-T)
June 29, 2020
It was hit very hard by COVID-19 in that a lot of partner companies were forced to shut down operations. But just recently they came out with a lot of good news. They have had a pick up in a company that offers plastic surgery in the US. Planet fitness has begun to open up, and a supplier of PPE has done very well through the pandemic. We have also seen management take some positive steps in controlling the balance sheet. They reduced the dividend and announced they will become an income trust, which he feels will be very beneficial to the company. It will give them a much better earnings profile while lowering the payout ratio. (Analysts’ price target is $14.18)
TOP PICK
TOP PICK
June 29, 2020
It got hit right after the COVID-19 crisis hit. But logistics had to benefit during the crisis and will continue to do so during the recovery. They are well positioned to benefit quite well. The stock has a compelling valuation. It will benefit going forward from improving economics. (Analysts’ price target is $51.15)
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It got hit right after the COVID-19 crisis hit. But logistics had to benefit during the crisis and will continue to do so during the recovery. They are well positioned to benefit quite well. The stock has a compelling valuation. It will benefit going forward from improving economics. (Analysts’ price target is $51.15)
TOP PICK
TOP PICK
June 29, 2020
He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)
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He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)