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July 4, 2019
Market. There is a demand for stability and for yield. There were some hundred-year European bonds issued in Austria at just over 1%. You are a lot better with European stocks that have a dividend over 1% and increase their dividends over time. Either the bond market or the stock market is right at being at all time highs. Resolving trade issues over the next 6 months would give reasons for the economy to improve. In a pullback he would look for sectors such as healthcare. Companies have to be able to increase dividends.
Market. There is a demand for stability and for yield. There were some hundred-year European bonds issued in Austria at just over 1%. You are a lot better with European stocks that have a dividend over 1% and increase their dividends over time. Either the bond market or the stock market is right at being at all time highs. Resolving trade issues over the next 6 months would give reasons for the economy to improve. In a pullback he would look for sectors such as healthcare. Companies have to be able to increase dividends.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
N/A
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July 4, 2019
Canadian Banks. CM-T has the most exposure to the Canadian housing markets. CM-T is the cheapest but not his favourite. RY-T, BMO-T and TD-T are his preferences. This will be a good place to be if there are no housing blips.
Canadian Banks. CM-T has the most exposure to the Canadian housing markets. CM-T is the cheapest but not his favourite. RY-T, BMO-T and TD-T are his preferences. This will be a good place to be if there are no housing blips.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
BUY
BUY
July 4, 2019
Yielding oil companies such as CNQ-T (Owns), WCP-T, VET-T. CNQ-T is cheap and trades under 5 times cash flow and has great assets. He has been buying it. VET-T is a great company and has maintained their dividend over a dozen years. WCP-T is smaller but an excellent company and trading at a cheap valuation.
Yielding oil companies such as CNQ-T (Owns), WCP-T, VET-T. CNQ-T is cheap and trades under 5 times cash flow and has great assets. He has been buying it. VET-T is a great company and has maintained their dividend over a dozen years. WCP-T is smaller but an excellent company and trading at a cheap valuation.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
COMMENT
COMMENT
July 4, 2019
Best North American Pipelines. ENB-T and Pembina are the best. You want to see dividend growth. PPL-T is good also.
Best North American Pipelines. ENB-T and Pembina are the best. You want to see dividend growth. PPL-T is good also.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
COMMENT
COMMENT
July 4, 2019
US stocks hitting record highs. Pushing to new record highs. Weaker economic data fuelling investor optimism because of more dovish Fed rates. From technical perspective, it's a bit frothy. US economic expansion is the longest ever, and will continue. No signs of recession in next 12 months. But good idea to push toward more defensive stocks.
US stocks hitting record highs. Pushing to new record highs. Weaker economic data fuelling investor optimism because of more dovish Fed rates. From technical perspective, it's a bit frothy. US economic expansion is the longest ever, and will continue. No signs of recession in next 12 months. But good idea to push toward more defensive stocks.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
COMMENT
COMMENT
July 4, 2019
A trader's market? Yes, but potential downside risks. Still have US-China trade issue. It will be resolved before US elections next year. Market doesn't want new tariffs. Also have to watch for slowing, aging global economy. Markets continue to push higher, but have to be cautious. Approach equities more selectively going forward.
A trader's market? Yes, but potential downside risks. Still have US-China trade issue. It will be resolved before US elections next year. Market doesn't want new tariffs. Also have to watch for slowing, aging global economy. Markets continue to push higher, but have to be cautious. Approach equities more selectively going forward.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
COMMENT
COMMENT
July 4, 2019
For Fed QE, 25 or 50 basis points? Thinks consensus is 25 points later this month. Look at the FANG index, compared to the S&P which has outperformed by 20%. Don't have too much in tech.
For Fed QE, 25 or 50 basis points? Thinks consensus is 25 points later this month. Look at the FANG index, compared to the S&P which has outperformed by 20%. Don't have too much in tech.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod