Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
November 12, 2020
She's waiting for a 5-10% pullback. You can start nibbling at the $106 level. Replacement cycle of the 5G phone will benefit them.
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Apple (AAPL-Q)
November 12, 2020
She's waiting for a 5-10% pullback. You can start nibbling at the $106 level. Replacement cycle of the 5G phone will benefit them.
HOLD
HOLD
November 12, 2020
Good long-term hold. 3/4 of its operations are regulated. The rest is renewable power, which is gaining a lot of traction as a long-term secular trend. Stable cashflow stream, most comes from the US. Dividend growth visibility. Yield is 3.2%.
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Good long-term hold. 3/4 of its operations are regulated. The rest is renewable power, which is gaining a lot of traction as a long-term secular trend. Stable cashflow stream, most comes from the US. Dividend growth visibility. Yield is 3.2%.
DON'T BUY
DON'T BUY
November 12, 2020
Will continue to do well, as e-commerce is an ongoing secular trend. Too expensive. Would have to pull back another 10-20% before she'd seriously consider it.
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Cargojet Inc (CJT-T)
November 12, 2020
Will continue to do well, as e-commerce is an ongoing secular trend. Too expensive. Would have to pull back another 10-20% before she'd seriously consider it.
BUY
BUY
November 12, 2020
ENB has Line 3, which should start coming online next year. Likes it. Attractive dividend, over 8%. Reaffirmed guidance on Friday, encouraging in face of Covid. Long-term contracts, so cashflows are defensible. Would buy it here. Dividend safe, and company confirms its growth.
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Enbridge (ENB-T)
November 12, 2020
ENB has Line 3, which should start coming online next year. Likes it. Attractive dividend, over 8%. Reaffirmed guidance on Friday, encouraging in face of Covid. Long-term contracts, so cashflows are defensible. Would buy it here. Dividend safe, and company confirms its growth.
BUY
BUY
November 12, 2020
Good candidate as an income stock. Defensible cashflow, long-term contracts, investment-grade clients. In same negative bucket as the producers. Would have no problem owning. Even if Keystone doesn't come through, shouldn't impact them much.
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TC Energy (TRP-T)
November 12, 2020
Good candidate as an income stock. Defensible cashflow, long-term contracts, investment-grade clients. In same negative bucket as the producers. Would have no problem owning. Even if Keystone doesn't come through, shouldn't impact them much.
DON'T BUY
DON'T BUY
November 12, 2020
High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.
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High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.
PAST TOP PICK
PAST TOP PICK
November 12, 2020
(A Top Pick Nov 12/19, Up 9%) Very stable, defensive income stock. Plan to increase dividend annually by 5% until 2025, and they have the capital to do so. Visible dividend growth, with a 47-year track record. Yield around 3.8%.
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Fortis Inc. (FTS-T)
November 12, 2020
(A Top Pick Nov 12/19, Up 9%) Very stable, defensive income stock. Plan to increase dividend annually by 5% until 2025, and they have the capital to do so. Visible dividend growth, with a 47-year track record. Yield around 3.8%.