Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
March 26, 2019
Phenomenal global consumer company. Suffering a bit with the industry, but revenue is still outperforming. Tighter margins. Decent defensive stock, but don't expect much earnings growth over the next few years.
Unilever PLC(UL-N)
March 26, 2019
Phenomenal global consumer company. Suffering a bit with the industry, but revenue is still outperforming. Tighter margins. Decent defensive stock, but don't expect much earnings growth over the next few years.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$57.830
Owned
Unknown
WAIT
WAIT
March 26, 2019
Phenomenal company. Stock is not cheap here. Facing competition, especially from McDonald's. Great business, but not a great entry point.
Starbucks(SBUX-Q)
March 26, 2019
Phenomenal company. Stock is not cheap here. Facing competition, especially from McDonald's. Great business, but not a great entry point.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$72.960
Owned
Unknown
DON'T BUY
DON'T BUY
March 26, 2019
US telcos are having a tough time. Lot more pricing competition. Battling to get into video. Increasing debt over the years, can't get growth, questionable acquisitions. He's stayed away. No dividend growth from here.
AT&T(T-N)
March 26, 2019
US telcos are having a tough time. Lot more pricing competition. Battling to get into video. Increasing debt over the years, can't get growth, questionable acquisitions. He's stayed away. No dividend growth from here.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$31.390
Owned
No
HOLD
HOLD
March 26, 2019
Through thick and thin, has been able to generate free cash flow and reduced their share count by over 50%, which is astounding. Raised dividend. Operating ratio is well below 100%. North American leader. Efficient.
Allstate(ALL-N)
March 26, 2019
Through thick and thin, has been able to generate free cash flow and reduced their share count by over 50%, which is astounding. Raised dividend. Operating ratio is well below 100%. North American leader. Efficient.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$94.100
Owned
Yes
WAIT
WAIT
March 26, 2019
Very cyclical. Earnings cycle turning down, so looks like earnings could fall significantly over the next year or two. Wait on this.
Very cyclical. Earnings cycle turning down, so looks like earnings could fall significantly over the next year or two. Wait on this.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$39.630
Owned
Unknown
COMMENT
COMMENT
March 26, 2019
Merged with Cigna, an insurer. Whole sector is under pressure because of a recent announcement. Important area which helps keep medical expenses low. He's looking at the sector.
Merged with Cigna, an insurer. Whole sector is under pressure because of a recent announcement. Important area which helps keep medical expenses low. He's looking at the sector.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.000
Owned
Unknown
WATCH
WATCH
March 26, 2019
Merged with Express Scripts. Whole sector is under pressure because of a recent announcement. Important area which helps keep medical expenses low. He's looking at the sector.
Cigna Corp.(CI-N)
March 26, 2019
Merged with Express Scripts. Whole sector is under pressure because of a recent announcement. Important area which helps keep medical expenses low. He's looking at the sector.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$160.740
Owned
Unknown