Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 28, 2020
Monopoly in Saskatchewan. Disappointing performance. Yield is sustainable. Conservative investment that lets you sleep at night. Not much growth. Not interested until he sees change in strategy from management.
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Monopoly in Saskatchewan. Disappointing performance. Yield is sustainable. Conservative investment that lets you sleep at night. Not much growth. Not interested until he sees change in strategy from management.
BUY
BUY
October 28, 2020
Dividend is safe. Core part of infrastructure. A Biden win would improve the economics of ENB, and there would be potential upside in the stock price.
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Enbridge (ENB-T)
October 28, 2020
Dividend is safe. Core part of infrastructure. A Biden win would improve the economics of ENB, and there would be potential upside in the stock price.
BUY WEAKNESS
BUY WEAKNESS
October 28, 2020
Great company, niche expertise. High net cash position. Results from biggest client are solid. Good potential to accumulate at these levels. Great management team. Unique temperature measuring devices for chips. Potential takeout candidate. Buy on weakness.
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Photon Control (PHO-T)
October 28, 2020
Great company, niche expertise. High net cash position. Results from biggest client are solid. Good potential to accumulate at these levels. Great management team. Unique temperature measuring devices for chips. Potential takeout candidate. Buy on weakness.
BUY
BUY
October 28, 2020
Can't go wrong if you invest for the long term. Harder to do installations in the Covid environment. Pickup in demand once conditions abate. Might have a few more challenged quarters. One of the best companies on a risk adjusted basis. A good one to accumulate rather than chasing high flyers.
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CGI Group (A) (GIB.A-T)
October 28, 2020
Can't go wrong if you invest for the long term. Harder to do installations in the Covid environment. Pickup in demand once conditions abate. Might have a few more challenged quarters. One of the best companies on a risk adjusted basis. A good one to accumulate rather than chasing high flyers.
BUY
BUY
October 28, 2020
High quality company, really well managed. Inventory levels are down, as vehicle sales have gone up. Inventory levels need to be rebuilt urgently, so Magna will benefit. One to own at these levels.
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Magna Int'l. (A) (MG-T)
October 28, 2020
High quality company, really well managed. Inventory levels are down, as vehicle sales have gone up. Inventory levels need to be rebuilt urgently, so Magna will benefit. One to own at these levels.
HOLD
HOLD
October 28, 2020
Tremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.
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Kinaxis Inc (KXS-T)
October 28, 2020
Tremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.
SELL
SELL
October 28, 2020
Disappointing over the last couple of years. Doesn't see prospects to improve. Will remain under pressure. Be careful with this investment. If you can't make it during the boom days, you won't be able to make it during the challenging times.
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Disappointing over the last couple of years. Doesn't see prospects to improve. Will remain under pressure. Be careful with this investment. If you can't make it during the boom days, you won't be able to make it during the challenging times.