Latest Expert Opinions

Signal
Opinion
Expert
Chart
STRONG BUY
STRONG BUY
May 4, 2021
They reported good Q1 earnings today, strong across the board and not just YOY comps, in areas including retail, nitrogen, phosphates and potash. He likes their growth strategy--spending a lot in retail. Many of their potash mines are idle, awaiting higher prices. In their small, troubles phosphates business, they got help from the US DOJ which imposed anti-dumping duties on important Russian and Moroccan phosphates, which led to phosphate prices to skyrocket. NTR also raised their guidance for 2021. He expects a banner year for them with heavy profits. You can enter this now.
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They reported good Q1 earnings today, strong across the board and not just YOY comps, in areas including retail, nitrogen, phosphates and potash. He likes their growth strategy--spending a lot in retail. Many of their potash mines are idle, awaiting higher prices. In their small, troubles phosphates business, they got help from the US DOJ which imposed anti-dumping duties on important Russian and Moroccan phosphates, which led to phosphate prices to skyrocket. NTR also raised their guidance for 2021. He expects a banner year for them with heavy profits. You can enter this now.
Brian Madden
Price
$71.400
Owned
Yes
TOP PICK
TOP PICK
May 4, 2021
His pick in cannabis (the complete opposite to Organigram). They're a Canadian company but they operate entirely in the U.S., and (after a recent $300 million purchase) five western European countries. In terms of cannabis legalization, Europe is roughly where the U.S. was three years ago. He alsolikes that they're vertically integrated with 23 cultivation sites, 24 processing ones, and 106 dispensaries with licenses to add 30 across 23 American states. He likes that they're leveraging their roots in medical MJ, branching into the bigger recreational market. They rise above other cannabis companies by offering good governance, sound strategy and executive ownership of shares. Checks all the boxes. (Analysts’ price target is $28.02)
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His pick in cannabis (the complete opposite to Organigram). They're a Canadian company but they operate entirely in the U.S., and (after a recent $300 million purchase) five western European countries. In terms of cannabis legalization, Europe is roughly where the U.S. was three years ago. He alsolikes that they're vertically integrated with 23 cultivation sites, 24 processing ones, and 106 dispensaries with licenses to add 30 across 23 American states. He likes that they're leveraging their roots in medical MJ, branching into the bigger recreational market. They rise above other cannabis companies by offering good governance, sound strategy and executive ownership of shares. Checks all the boxes. (Analysts’ price target is $28.02)
Brian Madden
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
May 4, 2021
He owns this for income. This is THE turnaround play in Canadian banking. It has a new female CEO of colour, so kudos to them. He expects her to close the productivity gap in core deposit and lending, building out the fledgling securities business and diversifying beyond Quebec. If she succeeds, the stock will turnaround. It's rate a Canadian bank install an outsider, but it speaks to their need for change. (Analysts’ price target is $40.90)
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He owns this for income. This is THE turnaround play in Canadian banking. It has a new female CEO of colour, so kudos to them. He expects her to close the productivity gap in core deposit and lending, building out the fledgling securities business and diversifying beyond Quebec. If she succeeds, the stock will turnaround. It's rate a Canadian bank install an outsider, but it speaks to their need for change. (Analysts’ price target is $40.90)
Brian Madden
Price
$42.590
Owned
Yes
TOP PICK
TOP PICK
May 4, 2021
A value cyclical play. They're the world's biggest producer of methanol. They reported a blow-out Q1 last week due to strong methanol demand roaring back from the abyss of last year as people start driving and flying again. Industrial demand has remained strong. They operate six plants tglobally, located near cheap natural gas stocks. Share have recovered nicely since last year, but he sees even more upside. It trades at 2.4x book value, a discount for them. (Analysts’ price target is $53.50)
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A value cyclical play. They're the world's biggest producer of methanol. They reported a blow-out Q1 last week due to strong methanol demand roaring back from the abyss of last year as people start driving and flying again. Industrial demand has remained strong. They operate six plants tglobally, located near cheap natural gas stocks. Share have recovered nicely since last year, but he sees even more upside. It trades at 2.4x book value, a discount for them. (Analysts’ price target is $53.50)
Brian Madden
Price
$47.610
Owned
Yes
BUY
BUY
May 4, 2021
It avoided plunging and suffering like the rest of the oil patch last year; it remained profitable. It boasts an excellent asset base, low costs and international oil pricing. These are huge advantages. This is best of breed. It has historically led its peers, though lately lags them because other names are rebounding from near-fatal lows. Cash rich, they're buying back a lot of shares.
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It avoided plunging and suffering like the rest of the oil patch last year; it remained profitable. It boasts an excellent asset base, low costs and international oil pricing. These are huge advantages. This is best of breed. It has historically led its peers, though lately lags them because other names are rebounding from near-fatal lows. Cash rich, they're buying back a lot of shares.
Brian Madden
Price
$23.110
Owned
Yes
BUY
BUY
May 4, 2021
Has owned this for a while for the growing dividend and their positioning in green energy (wind, solar, geothermal). Big footprint diversified by facilities and power type and political risk. The U.S. now wants to green the grid. The dividend will grow for a very long time. Continues to like this. However, this stock and sector got pricey at the end of 2020. Buy the rumour, sell the news, sparked by Pres. Biden announcing his green energy plan. The renewables peaked in mid-January when the Democrats won control of the House. Now, these stocks are down which he sees as a pullback in a longer-term secular uptrend.
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Has owned this for a while for the growing dividend and their positioning in green energy (wind, solar, geothermal). Big footprint diversified by facilities and power type and political risk. The U.S. now wants to green the grid. The dividend will grow for a very long time. Continues to like this. However, this stock and sector got pricey at the end of 2020. Buy the rumour, sell the news, sparked by Pres. Biden announcing his green energy plan. The renewables peaked in mid-January when the Democrats won control of the House. Now, these stocks are down which he sees as a pullback in a longer-term secular uptrend.
Brian Madden
Price
$46.550
Owned
Yes