Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 13, 2021
A strong one. Vanguard and iShares also have offerings. EM can benefit going forward. One of prime beneficiaries of a Covid recovery, steepening interest rates, and a Biden presidency. Allocate more capital to this space.
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A strong one. Vanguard and iShares also have offerings. EM can benefit going forward. One of prime beneficiaries of a Covid recovery, steepening interest rates, and a Biden presidency. Allocate more capital to this space.
DON'T BUY
DON'T BUY
January 13, 2021
Holds some office, some apartments. Some of those areas will be challenged. Try well-positioned retail REITs, ones where vacancies are low, or logistic warehouse-type REITs.
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Holds some office, some apartments. Some of those areas will be challenged. Try well-positioned retail REITs, ones where vacancies are low, or logistic warehouse-type REITs.
BUY
BUY
January 13, 2021
Has done well from the e-commerce push through the pandemic. But now it's fallen off a bit. Going forward, as business activity normalizes, revenues should push higher. Long-term, e-commerce is part of life and Fedex will continue to do well. Dip is a chance to buy.
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FedEx (FDX-N)
January 13, 2021
Has done well from the e-commerce push through the pandemic. But now it's fallen off a bit. Going forward, as business activity normalizes, revenues should push higher. Long-term, e-commerce is part of life and Fedex will continue to do well. Dip is a chance to buy.
DON'T BUY
DON'T BUY
January 13, 2021

Stock's underperformed for a while. Prefers Costco to all the food retailers. Not a big buyer of consumer staples right now. In a recovery, you want to focus on cyclicals. Covid costs have hit grocery stores.

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Loblaw Companies Ltd (L-T)
January 13, 2021

Stock's underperformed for a while. Prefers Costco to all the food retailers. Not a big buyer of consumer staples right now. In a recovery, you want to focus on cyclicals. Covid costs have hit grocery stores.

WATCH
WATCH
January 13, 2021

Stock's responding to news of new CEO. But, stock has underperformed. Manufacturing challenges, increased competition. Revenue growth seems flat. He owns Nvidia and Taiwan Semiconductor, so you could look at those.

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Intel (INTC-Q)
January 13, 2021

Stock's responding to news of new CEO. But, stock has underperformed. Manufacturing challenges, increased competition. Revenue growth seems flat. He owns Nvidia and Taiwan Semiconductor, so you could look at those.

HOLD
HOLD
January 13, 2021
Likes it. Stock has moved sideways. Live sports coming back should increase ad revenues again. Long-term, wireless market will continue to be strong. Likes it for the dividend and transition to 5G. Yield is 6% and should grow by 4-5%.
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BCE Inc. (BCE-T)
January 13, 2021
Likes it. Stock has moved sideways. Live sports coming back should increase ad revenues again. Long-term, wireless market will continue to be strong. Likes it for the dividend and transition to 5G. Yield is 6% and should grow by 4-5%.
TOP PICK
TOP PICK
January 13, 2021
Down about 30%. Buying opportunity. Long-term secular e-commerce growth. Middle class growth provides a runway of increased earnings. Trading at 20x earnings for 20% growth. No dividend. (Analysts’ price target is $331.03)
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Down about 30%. Buying opportunity. Long-term secular e-commerce growth. Middle class growth provides a runway of increased earnings. Trading at 20x earnings for 20% growth. No dividend. (Analysts’ price target is $331.03)