Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
January 6, 2021
Not one of the best in the space, but the whole group has seen a rise. Assets in Australia, which is a favourable jurisdiction. Wait for last night's election results to calm down before taking a position.
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Not one of the best in the space, but the whole group has seen a rise. Assets in Australia, which is a favourable jurisdiction. Wait for last night's election results to calm down before taking a position.
BUY
BUY
January 6, 2021
Feels very good about it. Due for a dividend increase. Has bounced off the $52 level three times. Still near March lows, but with strong fundamentals. Nat gas prices in NA and offshore are doing quite well. Keystone XL risk is a red herring, as Alberta government has removed the risk. Actively adding. Yield is 6%.
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TC Energy (TRP-T)
January 6, 2021
Feels very good about it. Due for a dividend increase. Has bounced off the $52 level three times. Still near March lows, but with strong fundamentals. Nat gas prices in NA and offshore are doing quite well. Keystone XL risk is a red herring, as Alberta government has removed the risk. Actively adding. Yield is 6%.
DON'T BUY
DON'T BUY
January 6, 2021
Gold is not a big focus for him. Asset is pretty good. Company is solid. This isn't the seasonal period for gold. Bitcoin is stealing lustre from the gold sector. More stimulus could be another leg to the gold trade. No sustained thesis for putting money in.
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Gold is not a big focus for him. Asset is pretty good. Company is solid. This isn't the seasonal period for gold. Bitcoin is stealing lustre from the gold sector. More stimulus could be another leg to the gold trade. No sustained thesis for putting money in.
BUY
BUY
January 6, 2021
An infrastructure stock that saw negative performance because of Covid, but core business wasn't that affected. Nat gas demand has rebounded to all-time highs. Good value at these levels.
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Keyera Corp (KEY-T)
January 6, 2021
An infrastructure stock that saw negative performance because of Covid, but core business wasn't that affected. Nat gas demand has rebounded to all-time highs. Good value at these levels.
STRONG BUY
STRONG BUY
January 6, 2021
Trading weakly, but he can't explain why. Good reason to buy. One of the best managed companies in the world. Lots of positives ahead. Diversified. Democratic sweep in Congress could mean higher corporate taxes, which is actually good for utilities. Will participate in the renewable transition. Long secular trend for the company.
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Fortis Inc. (FTS-T)
January 6, 2021
Trading weakly, but he can't explain why. Good reason to buy. One of the best managed companies in the world. Lots of positives ahead. Diversified. Democratic sweep in Congress could mean higher corporate taxes, which is actually good for utilities. Will participate in the renewable transition. Long secular trend for the company.
PAST TOP PICK
PAST TOP PICK
January 6, 2021
(A Top Pick Jan 06/20, Up 10%) Very strong global agri company that you can't find anywhere else. Paused dividend last year. Should see it increase in 2021. Headwinds have turned into tailwinds. Good diversifier in portfolios. Yield is 4-4.5%.
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Nutrien Ltd. (NTR-T)
January 6, 2021
(A Top Pick Jan 06/20, Up 10%) Very strong global agri company that you can't find anywhere else. Paused dividend last year. Should see it increase in 2021. Headwinds have turned into tailwinds. Good diversifier in portfolios. Yield is 4-4.5%.
PAST TOP PICK
PAST TOP PICK
January 6, 2021
(A Top Pick Jan 06/20, Down 23%) All energy stocks were painted with the same brush. Dividend should be raised in Q1 or Q2. Things have stabilized, management has changed and should be more dynamic. Worth a look at these levels.
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(A Top Pick Jan 06/20, Down 23%) All energy stocks were painted with the same brush. Dividend should be raised in Q1 or Q2. Things have stabilized, management has changed and should be more dynamic. Worth a look at these levels.