Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
January 13, 2021
Likes it. Tracks a basket of high-dividend paying stocks on the TSX. Banks, pipelines, telecom. About 40% is in cyclicals. Yield is about 5%.
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Likes it. Tracks a basket of high-dividend paying stocks on the TSX. Banks, pipelines, telecom. About 40% is in cyclicals. Yield is about 5%.
DON'T BUY
DON'T BUY
January 13, 2021
Parabolic in last little while. Now overbought. 200x forward earnings, 35% growth, 5-6x PEG, 18x price to sales. Not cheap. Risk of competition from the big players. Based on technicals and fundamentals, be cautious.
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Tesla Motors Inc (TSLA-Q)
January 13, 2021
Parabolic in last little while. Now overbought. 200x forward earnings, 35% growth, 5-6x PEG, 18x price to sales. Not cheap. Risk of competition from the big players. Based on technicals and fundamentals, be cautious.
BUY
BUY
January 13, 2021
Has done well because of stay at home. The way of the future. Virtual visits make a lot of sense. Revenue should continue to grow. Higher beta. Long-term secular growth play.
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Teladoc Inc (TDOC-N)
January 13, 2021
Has done well because of stay at home. The way of the future. Virtual visits make a lot of sense. Revenue should continue to grow. Higher beta. Long-term secular growth play.
DON'T BUY
DON'T BUY
January 13, 2021
Lagged higher growth areas since at least 2017. Yield is great at 5.1%. A tech company with high yield signals to him that growth is starting to stall. Be cautious. Cheap for a reason. Revenue growth looks anemic. Fine for income, not for growth.
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IBM (IBM-N)
January 13, 2021
Lagged higher growth areas since at least 2017. Yield is great at 5.1%. A tech company with high yield signals to him that growth is starting to stall. Be cautious. Cheap for a reason. Revenue growth looks anemic. Fine for income, not for growth.
PARTIAL SELL
PARTIAL SELL
January 13, 2021
Good name in the TSX. One of the better growth names. 15% growth rate going forward. 24x forward PE. He's not into consumer staples at this point, favours cyclicals.
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Dollarama Inc. (DOL-T)
January 13, 2021
Good name in the TSX. One of the better growth names. 15% growth rate going forward. 24x forward PE. He's not into consumer staples at this point, favours cyclicals.
BUY
BUY
January 13, 2021

MFC vs. GWO Likes Great West in his portfolio because of its strong yield of about 4.76%. MFC dividend is 4.63%. Both have performed well since March 2020. Quite similar. MFC provides more foreign exposure, especially Asia. Insurers are doing well now, and benefit from steepening yield curves.

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Manulife Financial (MFC-T)
January 13, 2021

MFC vs. GWO Likes Great West in his portfolio because of its strong yield of about 4.76%. MFC dividend is 4.63%. Both have performed well since March 2020. Quite similar. MFC provides more foreign exposure, especially Asia. Insurers are doing well now, and benefit from steepening yield curves.

BUY
BUY
January 13, 2021

GWO vs. MFC Likes Great West because of its strong yield of about 4.76%. CMF dividend is 4.63%. Both have performed well since March 2020. Quite similar. MFC provides more foreign exposure, especially Asia. Insurers are doing well now, and benefit from steepening yield curves.

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Great West Lifeco (GWO-T)
January 13, 2021

GWO vs. MFC Likes Great West because of its strong yield of about 4.76%. CMF dividend is 4.63%. Both have performed well since March 2020. Quite similar. MFC provides more foreign exposure, especially Asia. Insurers are doing well now, and benefit from steepening yield curves.