Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
April 8, 2021
The space is expensive. A great long-term and free cashflow story. Great position to steal market share as they've spent many millions on 5G. He'd buy at a better entry point.
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BCE Inc. (BCE-T)
April 8, 2021
The space is expensive. A great long-term and free cashflow story. Great position to steal market share as they've spent many millions on 5G. He'd buy at a better entry point.
SELL
SELL
April 8, 2021
If you own it, definitely sell. An offer of $18.17 USD is not bad, considering this asset class will be struggling. He doesn't think the offer will go higher. It's time to let go.
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If you own it, definitely sell. An offer of $18.17 USD is not bad, considering this asset class will be struggling. He doesn't think the offer will go higher. It's time to let go.
BUY
BUY
April 8, 2021
Can charge more for assets because of the SCC decision, so they'll be more highly regarded. It's fine.
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Transalta Corp (TA-T)
April 8, 2021
Can charge more for assets because of the SCC decision, so they'll be more highly regarded. It's fine.
Paul Gardner, CFA
Price
$12.280
Owned
Unknown
DON'T BUY
DON'T BUY
April 8, 2021
Got out because risk/return was not in his favour. His concern was over-distribution, quality of assets, liquidity issues because it's smaller. Still struggling to grow. Doesn't fit his themes right now. Yield is 7.1%.
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Got out because risk/return was not in his favour. His concern was over-distribution, quality of assets, liquidity issues because it's smaller. Still struggling to grow. Doesn't fit his themes right now. Yield is 7.1%.
TOP PICK
TOP PICK
April 8, 2021
Inflation indexed bonds. Inflation will run hot for at least another 12-18 months. Fees are incredibly low, high liquidity. Benefits from inflation increases. Can't know what's going to happen long term, but you will benefit in the short term from this type of investment. Yield is 1.6%.
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Inflation indexed bonds. Inflation will run hot for at least another 12-18 months. Fees are incredibly low, high liquidity. Benefits from inflation increases. Can't know what's going to happen long term, but you will benefit in the short term from this type of investment. Yield is 1.6%.
TOP PICK
TOP PICK
April 8, 2021
A recovery story. Best in class, best assets. Theme of stay at home will wane. There's a more hybrid solution, and its stable of smaller tech and healthcare tenants will benefit. Trades at a 15% discount to NAV. Yield is 4.04%. (Analysts’ price target is $45.23)
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A recovery story. Best in class, best assets. Theme of stay at home will wane. There's a more hybrid solution, and its stable of smaller tech and healthcare tenants will benefit. Trades at a 15% discount to NAV. Yield is 4.04%. (Analysts’ price target is $45.23)
TOP PICK
TOP PICK
April 8, 2021
Digital and e-commerce transition. Cheap relative to its space and on an absolute basis. Having Shoppers as an asset is so powerful. Yield is 1.9%. (Analysts’ price target is $75.33)
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Digital and e-commerce transition. Cheap relative to its space and on an absolute basis. Having Shoppers as an asset is so powerful. Yield is 1.9%. (Analysts’ price target is $75.33)