Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 17, 2020
He missed this one totally. He shot up fast during the pandemic. They won new contracts and were driven by the e-shopping surge this year. Their debt is falling and earnings are rising which they're reporting better than expected. CJT is a unique company in Canada. It's old off lately as investors rotate and look past the pandemic. CJT has good years ahead of it.
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Cargojet Inc (CJT-T)
November 17, 2020
He missed this one totally. He shot up fast during the pandemic. They won new contracts and were driven by the e-shopping surge this year. Their debt is falling and earnings are rising which they're reporting better than expected. CJT is a unique company in Canada. It's old off lately as investors rotate and look past the pandemic. CJT has good years ahead of it.
DON'T BUY
DON'T BUY
November 17, 2020
They collect 96% of their rents and cash flow is decent. But in REITs, you have fair market adjustments in your properties; they had breakdowns in Edmonton, Calgary and less so in Regina. BEI has a lot of exposure to the energy patch, though their actual numbers are okay, because these write-downs are not cash (unless they sell a building at a loss). The worst is probably over, but he can't predict what will happen in the oil sector.
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Boardwalk REIT (BEI.UN-T)
November 17, 2020
They collect 96% of their rents and cash flow is decent. But in REITs, you have fair market adjustments in your properties; they had breakdowns in Edmonton, Calgary and less so in Regina. BEI has a lot of exposure to the energy patch, though their actual numbers are okay, because these write-downs are not cash (unless they sell a building at a loss). The worst is probably over, but he can't predict what will happen in the oil sector.
DON'T BUY
DON'T BUY
November 17, 2020
6-month outlook? It's hanging in there, but they have issues in capital and investor aversion against all oil stocks. WCP didn't manage this year's downturn as well as it should. He's less enthralled with it now than before. WCP needs more than six months and more like 18-24 months to see a real rise in the stock. WCP is okay.
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Whitecap Resources (WCP-T)
November 17, 2020
6-month outlook? It's hanging in there, but they have issues in capital and investor aversion against all oil stocks. WCP didn't manage this year's downturn as well as it should. He's less enthralled with it now than before. WCP needs more than six months and more like 18-24 months to see a real rise in the stock. WCP is okay.
BUY
BUY
November 17, 2020
He likes it. It's been underperforming. Typically, the underperformer one year, outperforms the next though not every year. BNS does a lot of business in Latin America, which is a decent opportunity, but has struggled during Covid. This could be a buying opportunity, though. Be patient. The valuation and dividend are attractive. Earnings and loan losses are not bad. Eventually, this will revert to the mean and outperform the other banks in the next two years.
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Bank of Nova Scotia (BNS-T)
November 17, 2020
He likes it. It's been underperforming. Typically, the underperformer one year, outperforms the next though not every year. BNS does a lot of business in Latin America, which is a decent opportunity, but has struggled during Covid. This could be a buying opportunity, though. Be patient. The valuation and dividend are attractive. Earnings and loan losses are not bad. Eventually, this will revert to the mean and outperform the other banks in the next two years.
BUY
BUY
November 17, 2020
15 years ago, Amazon took the long game by investing long-term, and now that is paying off handsomely. The only worry is that the US government is taking aim at them due to their huge size--this could restrain the company. Regardless, the cash flow will remain huge and Amazon will keep growing.
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Amazon.com (AMZN-Q)
November 17, 2020
15 years ago, Amazon took the long game by investing long-term, and now that is paying off handsomely. The only worry is that the US government is taking aim at them due to their huge size--this could restrain the company. Regardless, the cash flow will remain huge and Amazon will keep growing.
HOLD
HOLD
November 17, 2020
The pandemic drove grocery sales. This has had a great year and just rewarded shareholders with a special dividend. Hold onto this because it will continue to perform for years to come.
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Costco Wholesale (COST-Q)
November 17, 2020
The pandemic drove grocery sales. This has had a great year and just rewarded shareholders with a special dividend. Hold onto this because it will continue to perform for years to come.
TOP PICK
TOP PICK
November 17, 2020
It recently went public in a direct listing. They do data analytics [in the area of intelligence and counter-terrorism] and are signing large contracts. They have strong customers and boasts high margins, because they don't customize software for each customer (which raises costs). The stock has done very well and is popping today. In five years, the stock should be much higher. (Analysts’ price target is $13.86)
Show full opinionHide full opinion
It recently went public in a direct listing. They do data analytics [in the area of intelligence and counter-terrorism] and are signing large contracts. They have strong customers and boasts high margins, because they don't customize software for each customer (which raises costs). The stock has done very well and is popping today. In five years, the stock should be much higher. (Analysts’ price target is $13.86)