Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 31, 2020
A company that he is not enthusiastic about. They have a lot of debt, poor performance in assets, and cashflow hasn't changed in the past few years. There is good dividend growth. It would probably do better than cash or bonds. He would look elsewhere for better balance sheets, cashflow and less debt.
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Enbridge (ENB-T)
July 31, 2020
A company that he is not enthusiastic about. They have a lot of debt, poor performance in assets, and cashflow hasn't changed in the past few years. There is good dividend growth. It would probably do better than cash or bonds. He would look elsewhere for better balance sheets, cashflow and less debt.
COMMENT
COMMENT
July 31, 2020
He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.
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Walt Disney (DIS-N)
July 31, 2020
He used to own it, but sold it. There were worries about theme parks, cruise ships and movies. These worries have not passed. The Disney+ is doing well and they have good licenses. If the theme park business was spun out and covid disappears, it could be a good pick.
COMMENT
COMMENT
July 31, 2020
It has won the battle with e-commerce and management has done a terrific job. They are at capacity and they are doing great. Things will probably cool down at one point, but it should continue to do well.
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Cargojet Inc (CJT-T)
July 31, 2020
It has won the battle with e-commerce and management has done a terrific job. They are at capacity and they are doing great. Things will probably cool down at one point, but it should continue to do well.
BUY
BUY
July 31, 2020
He just bought a huge chunk this morning. A company that makes medical devices and is the leader in hips, knees and shoulder replacement. The sales force is their moat. It is able to pivot really quickly. They produce the best products, makes good acquisitions and deploys cash well.
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Stryker Corp. (SYK-N)
July 31, 2020
He just bought a huge chunk this morning. A company that makes medical devices and is the leader in hips, knees and shoulder replacement. The sales force is their moat. It is able to pivot really quickly. They produce the best products, makes good acquisitions and deploys cash well.
BUY
BUY
July 31, 2020
There was lots of volatility with issued shares, but the management team is great. There is inflation protection and growing cashflow. They are having issues with commercial real-estate but the infrastructure fund has no exposure to it. It has a nice growing dividend.
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There was lots of volatility with issued shares, but the management team is great. There is inflation protection and growing cashflow. They are having issues with commercial real-estate but the infrastructure fund has no exposure to it. It has a nice growing dividend.
DON'T BUY
DON'T BUY
July 31, 2020
It was doing everything well and they were going to sell the business before the pandemic. Now, the business is ruined. With social distancing and lack of good movies, it is un-investable.
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Cineplex Inc (CGX-T)
July 31, 2020
It was doing everything well and they were going to sell the business before the pandemic. Now, the business is ruined. With social distancing and lack of good movies, it is un-investable.
PAST TOP PICK
PAST TOP PICK
July 31, 2020
(A Top Pick Jun 24/19, Up 54%) It is one of the best performing financial companies on the TSX. A one-stop-shop for listing, derivatives, options trading and data analytics. They made a smart acquisition of a data company in Europe. It is under leveraged and he thinks the company should be more aggressive with buybacks.
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TMX Group (X-T)
July 31, 2020
(A Top Pick Jun 24/19, Up 54%) It is one of the best performing financial companies on the TSX. A one-stop-shop for listing, derivatives, options trading and data analytics. They made a smart acquisition of a data company in Europe. It is under leveraged and he thinks the company should be more aggressive with buybacks.