Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 27, 2020

Are there Canadian cell tower stocks to play 5G? They don't exist here, because the telecoms here own their own towers. He prefers to play pure cell towers which is more scalable and offers more leverage (i.e. several telecoms can use the same tower). Look to American Tower and Crown Castle in the U.S. American has never been cheap, because it has a strong string of towers in the U.S. as well as India and Europe, boasting double-digit growth over many years. He has owned this for a decade.

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American Tower (AMT-N)
October 27, 2020

Are there Canadian cell tower stocks to play 5G? They don't exist here, because the telecoms here own their own towers. He prefers to play pure cell towers which is more scalable and offers more leverage (i.e. several telecoms can use the same tower). Look to American Tower and Crown Castle in the U.S. American has never been cheap, because it has a strong string of towers in the U.S. as well as India and Europe, boasting double-digit growth over many years. He has owned this for a decade.

COMMENT
COMMENT
October 27, 2020

One of Canada's largest midstream. He likes. It has suffered in recent months. Expectations of a Biden win have pressured these stocks. Sentiment is everything in energy, and a Blue Wave on Nov. 3 will hurt. He prefers Enbridge, because a Biden win would benefit ENB. ENG also yield 2% more than TC.

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TC Energy (TRP-T)
October 27, 2020

One of Canada's largest midstream. He likes. It has suffered in recent months. Expectations of a Biden win have pressured these stocks. Sentiment is everything in energy, and a Blue Wave on Nov. 3 will hurt. He prefers Enbridge, because a Biden win would benefit ENB. ENG also yield 2% more than TC.

BUY
BUY
October 27, 2020
The Line 3 replacement in the U.S. enjoyed a favourable ruling recently, getting the last permit (water) to start construction on Nov. 14. Caution: many times, they've gotten the greenlight only to halt at the last minute. He likes ENB.
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Enbridge (ENB-T)
October 27, 2020
The Line 3 replacement in the U.S. enjoyed a favourable ruling recently, getting the last permit (water) to start construction on Nov. 14. Caution: many times, they've gotten the greenlight only to halt at the last minute. He likes ENB.
BUY
BUY
October 27, 2020

It's undervalued vs. its peers. AY is diversified in terms of geography and technology. They have a big project tied to PG&E in California; there were concerns that if PG&E went bankrupt that AY would lose 10% of its cash flow. But PG&E never missed its payments. AY is worth a little more than current levels. It yields around 5.5%. AY has renewable assets around the world. It ranges $20-30. This is good for investors looking for mid-single digit dividend growth and low volatilty.

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It's undervalued vs. its peers. AY is diversified in terms of geography and technology. They have a big project tied to PG&E in California; there were concerns that if PG&E went bankrupt that AY would lose 10% of its cash flow. But PG&E never missed its payments. AY is worth a little more than current levels. It yields around 5.5%. AY has renewable assets around the world. It ranges $20-30. This is good for investors looking for mid-single digit dividend growth and low volatilty.

COMMENT
COMMENT
October 27, 2020
The dividend is safe, because they've endured a few quarters during Covid and have performed in line. They announced the sale of a pipeline that will pay down debt and lower their leverage. After that, expect a re-rating of the stock. However, this stock and sector are volatile. Also, a big firm has been buying up these shares, which is a positive sign.
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The dividend is safe, because they've endured a few quarters during Covid and have performed in line. They announced the sale of a pipeline that will pay down debt and lower their leverage. After that, expect a re-rating of the stock. However, this stock and sector are volatile. Also, a big firm has been buying up these shares, which is a positive sign.
COMMENT
COMMENT
October 27, 2020

Looking for a renewable energy play A UK utility building EV-charging stations. There are few pure-play EV-station stocks in North American, because it's early days in this fragmented industry and there's no universal standard. Instead, there are renewable energy plays in the US, namely NextEra.

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National Grid PLC (NGG-N)
October 27, 2020

Looking for a renewable energy play A UK utility building EV-charging stations. There are few pure-play EV-station stocks in North American, because it's early days in this fragmented industry and there's no universal standard. Instead, there are renewable energy plays in the US, namely NextEra.

BUY
BUY
October 27, 2020
The e-car charging market and how to play it For NEE, it's not a massive growth opportunity now, but it will as time goes on as there are more e-cars. NEE is well-positioned to provide e-charging stations.
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NextEra Energy (NEE-N)
October 27, 2020
The e-car charging market and how to play it For NEE, it's not a massive growth opportunity now, but it will as time goes on as there are more e-cars. NEE is well-positioned to provide e-charging stations.