Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 6, 2021
The yield curve is steepening which will help revenues. They have held reserves very well, and these are coming off and going to the bottom line now. The Fed after June will allow banks for buyback shares and increase their dividends, too. Also, BAC has lowered their costs and using technology more efficiently. The U.S. banks are seeing growth. Wealth management business is also increasing. It pays a reasonable dividend that's rising and it trades at only 13x PE. (Analysts’ price target is $38.63)
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The yield curve is steepening which will help revenues. They have held reserves very well, and these are coming off and going to the bottom line now. The Fed after June will allow banks for buyback shares and increase their dividends, too. Also, BAC has lowered their costs and using technology more efficiently. The U.S. banks are seeing growth. Wealth management business is also increasing. It pays a reasonable dividend that's rising and it trades at only 13x PE. (Analysts’ price target is $38.63)
Paul Harris, CFA
Price
$39.675
Owned
Yes
TOP PICK
TOP PICK
April 6, 2021
It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)
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It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)
Paul Harris, CFA
Price
$115.150
Owned
Unknown
TOP PICK
TOP PICK
April 6, 2021
They produce medical devices for hips, knees, hands and ankles. Elective surgeries are coming back after pandemic lockdowns. SYK's medical products reduce medical stays and drug use, which benefits American hospitals and patients. Again demographics are another tailwind. He expects good growth. SYK holds a lot of fresh cash to pay debt and the dividend. (Analysts’ price target is $251.00)
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Stryker Corp. (SYK-N)
April 6, 2021
They produce medical devices for hips, knees, hands and ankles. Elective surgeries are coming back after pandemic lockdowns. SYK's medical products reduce medical stays and drug use, which benefits American hospitals and patients. Again demographics are another tailwind. He expects good growth. SYK holds a lot of fresh cash to pay debt and the dividend. (Analysts’ price target is $251.00)
Paul Harris, CFA
Price
$248.480
Owned
Yes
BUY
BUY
April 6, 2021
The BAM-BPY deal where BAM will buy out this subsidiary. Caller is selling BPY on a gain. Should I take the BPY preferred (offered in this deal) or buy it on my own? He's looking for a dividend and believes in Brookfield management. If you can, get the preferred BPY in this deal, because it pays a good yield. To buy separately or not, he doesn't know. Most investors prefer to own BAM, because management holds a lot of shares. They do a very good job of buying interesting assets cheaply. Owning BAM is as good as owning other Brookfield stocks/businesses.
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The BAM-BPY deal where BAM will buy out this subsidiary. Caller is selling BPY on a gain. Should I take the BPY preferred (offered in this deal) or buy it on my own? He's looking for a dividend and believes in Brookfield management. If you can, get the preferred BPY in this deal, because it pays a good yield. To buy separately or not, he doesn't know. Most investors prefer to own BAM, because management holds a lot of shares. They do a very good job of buying interesting assets cheaply. Owning BAM is as good as owning other Brookfield stocks/businesses.
BUY
BUY
April 6, 2021
Allan Tong’s Discover Picks In early February, GOOS stock reported a blow-out beat of its Q3 revenues and profits, and shares popped nearly 30%. Much credit goes to its e-commerce channel, where online sales have jumped 39.3% in that quarter to allowed Canada Goose to post revenue growth for the first time during Covid. Keep in mind that GOOS had to close 25% of its stores during lockdowns and will benefit as a covid vaccination stock once shoppers can return to stores. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.
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Allan Tong’s Discover Picks In early February, GOOS stock reported a blow-out beat of its Q3 revenues and profits, and shares popped nearly 30%. Much credit goes to its e-commerce channel, where online sales have jumped 39.3% in that quarter to allowed Canada Goose to post revenue growth for the first time during Covid. Keep in mind that GOOS had to close 25% of its stores during lockdowns and will benefit as a covid vaccination stock once shoppers can return to stores. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.
SELL
SELL
April 6, 2021
Allan Tong’s Discover Picks BLDP stock pays no dividend and the EPS is negative. The stock narrowly missed earnings in the last three of four quarters (the fourth was in-line). Ballard is a polarizing stock where the bulls see a 38% gain in these shares to nearly $42. Why not? BLDP stock jumped to $50 two months ago, but then slid to its current $30 range. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.
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Allan Tong’s Discover Picks BLDP stock pays no dividend and the EPS is negative. The stock narrowly missed earnings in the last three of four quarters (the fourth was in-line). Ballard is a polarizing stock where the bulls see a 38% gain in these shares to nearly $42. Why not? BLDP stock jumped to $50 two months ago, but then slid to its current $30 range. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.
BUY
BUY
April 6, 2021
Allan Tong’s Discover Picks This translates into steady, though unspectacular growth. If you’re looking for Tesla gains, buy Tesla. If you want assured 4% annual growth plus the 3.81% dividend yield (held in a TFSA preferrably), then ERE.UN stock is it. This is ideal for seniors seeking income, for those who want to sleep at night, and those who want to balance their spec plays with a steady Eddy covid vaccination stock. Bay Street foresees nearly 10% upside at a $4.75 target, based on two buys and one hold. I agree. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.
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Allan Tong’s Discover Picks This translates into steady, though unspectacular growth. If you’re looking for Tesla gains, buy Tesla. If you want assured 4% annual growth plus the 3.81% dividend yield (held in a TFSA preferrably), then ERE.UN stock is it. This is ideal for seniors seeking income, for those who want to sleep at night, and those who want to balance their spec plays with a steady Eddy covid vaccination stock. Bay Street foresees nearly 10% upside at a $4.75 target, based on two buys and one hold. I agree. Read April Showers and Flowers: 4 Covid Vaccination Stocks to Buy and Sell for our full analysis.