Latest Expert Opinions

Signal
Opinion
Expert
WEAK BUY
WEAK BUY
February 10, 2021

CAT vs. TIH A little expensive. If the US dollar continues to fall, commodity prices have started to rise, so that should increase demand. Trades at 25x, starting to break out. Nothing wrong with anybody buying it. His choice is Toromont, which has higher dividend growth and better price performance.

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Caterpillar (CAT-N)
February 10, 2021

CAT vs. TIH A little expensive. If the US dollar continues to fall, commodity prices have started to rise, so that should increase demand. Trades at 25x, starting to break out. Nothing wrong with anybody buying it. His choice is Toromont, which has higher dividend growth and better price performance.

David Driscoll
Price
$199.170
Owned
No
BUY
BUY
February 10, 2021

TIH vs. CAT Instead of Caterpillar, he prefers Toromont, which has higher dividend growth and better price performance.

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Toromont Industries (TIH-T)
February 10, 2021

TIH vs. CAT Instead of Caterpillar, he prefers Toromont, which has higher dividend growth and better price performance.

David Driscoll
Price
$90.580
Owned
Yes
HOLD
HOLD
February 10, 2021
As soon as the doors break open, shares will start to pick up. Benefitting from e-commerce, but no catalyst for earnings growth until people start travelling again. Nothing wrong with the company. Likes the global exposure. An alternative to owning a US bank. Has market share and pricing power.
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Visa Inc. (V-N)
February 10, 2021
As soon as the doors break open, shares will start to pick up. Benefitting from e-commerce, but no catalyst for earnings growth until people start travelling again. Nothing wrong with the company. Likes the global exposure. An alternative to owning a US bank. Has market share and pricing power.
David Driscoll
Price
$207.160
Owned
Yes
BUY
BUY
February 10, 2021
Think about it in terms of natural gas. With electrification, he doesn't see a drop in demand for nat gas, so they should be able to continue unabated without Keystone. Still planning to spend. An OK pick for income. Has some renewables. Worth buying right now. Bond substitute, given low interest rates. Yield is about 6%.
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TC Energy (TRP-T)
February 10, 2021
Think about it in terms of natural gas. With electrification, he doesn't see a drop in demand for nat gas, so they should be able to continue unabated without Keystone. Still planning to spend. An OK pick for income. Has some renewables. Worth buying right now. Bond substitute, given low interest rates. Yield is about 6%.
David Driscoll
Price
$54.180
Owned
Unknown
DON'T BUY
DON'T BUY
February 10, 2021

Major issues. Problem is Apple may want to make its own chips. Can't keep up to Taiwan Semiconductor. Business model is under pressure. He wouldn't choose it. Better choices in the industry.

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Intel (INTC-Q)
February 10, 2021

Major issues. Problem is Apple may want to make its own chips. Can't keep up to Taiwan Semiconductor. Business model is under pressure. He wouldn't choose it. Better choices in the industry.

David Driscoll
Price
$58.770
Owned
No
BUY
BUY
February 10, 2021

ADI vs. TXN Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

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Analog Devices (ADI-Q)
February 10, 2021

ADI vs. TXN Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

David Driscoll
Price
$153.810
Owned
Yes
DON'T BUY
DON'T BUY
February 10, 2021

TXN vs. ADI Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

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Texas Instruments (TXN-Q)
February 10, 2021

TXN vs. ADI Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

David Driscoll
Price
$174.710
Owned
No