Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 25, 2020

Tremendous franchise. Taking a divergent path from Bell and Rogers, as they're taking on various pet projects. Trusts management, great acquirers. Should continue to increase dividends 5-7% per year. Good for balanced portfolios that need income. His preferred name in the space.

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Telus Corp (T-T)
November 25, 2020

Tremendous franchise. Taking a divergent path from Bell and Rogers, as they're taking on various pet projects. Trusts management, great acquirers. Should continue to increase dividends 5-7% per year. Good for balanced portfolios that need income. His preferred name in the space.

WATCH
WATCH
November 25, 2020
Best TSX performer over the last 10 years. A rollup story, ongoing acquisitions. Plans to double over the next 5 years. Great management. Headwinds of EV cars, autonomous driving. On his radar, but hasn't pulled the trigger.
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Best TSX performer over the last 10 years. A rollup story, ongoing acquisitions. Plans to double over the next 5 years. Great management. Headwinds of EV cars, autonomous driving. On his radar, but hasn't pulled the trigger.
BUY
BUY
November 25, 2020

Amazing success story. Auctions heavy equipment. Takes fees, not much credit risk. The world's recovering, and industrials are booming. Multiple is expensive, but deserved. His preferred way to play is through CPRT. Sees only tailwinds, no headwinds, going forward.

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Amazing success story. Auctions heavy equipment. Takes fees, not much credit risk. The world's recovering, and industrials are booming. Multiple is expensive, but deserved. His preferred way to play is through CPRT. Sees only tailwinds, no headwinds, going forward.

BUY
BUY
November 25, 2020

The world's recovering, and industrials are booming. His preferred way to play the space is through CPRT, online salvage auction for cars. Sees only tailwinds, no headwinds, going forward. For Canadian investors, RBA looks interesting for the long term.

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Copart Inc. (CPRT-Q)
November 25, 2020

The world's recovering, and industrials are booming. His preferred way to play the space is through CPRT, online salvage auction for cars. Sees only tailwinds, no headwinds, going forward. For Canadian investors, RBA looks interesting for the long term.

STRONG BUY
STRONG BUY
November 25, 2020
Buying it every day for new clients. Trimmed at $135 for clients who were overweight. Core position. Sees revenues improving and greater returns from China. Not too high a price for one of the best businesses in the world. Great balance sheet. Its business is only going to get better.
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Apple (AAPL-Q)
November 25, 2020
Buying it every day for new clients. Trimmed at $135 for clients who were overweight. Core position. Sees revenues improving and greater returns from China. Not too high a price for one of the best businesses in the world. Great balance sheet. Its business is only going to get better.
WEAK BUY
WEAK BUY
November 25, 2020

Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.

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Bank of Montreal (BMO-T)
November 25, 2020

Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.

BUY
BUY
November 25, 2020

Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.

Show full opinionHide full opinion

Tough year for the banks. Q4 will be released in a few weeks, and you never know what you're going to get. Brighter days are ahead, and the market's already figured that out. BMO is not his favourite. Prefers National, TD, Royal. You'll do fine with the Canadian banks. Some concerns around fintech. Low interest rates will be a problem, but offset by recovering economy. Good time to add for dividend seekers.