Daily Stock Opinions — Stockchase
WATCH LIST
Expand All

Latest Expert Opinions Stocks Market Too many ads? Remove ads !


SPDR Bloomberg Barclays Investment Grade Floating Rate
SELL
BMO Europe High Dividend Covered Call Hedged to CAD ET
PARTIAL SELL
BMO Canadian High Dividend Covered Call ETF
PARTIAL SELL
BMO Equal Weight Utilities Index ETF
COMMENT
BMO Covered Call Utilities ETF
COMMENT
Brookfield Infrastructure Partners
HOLD
Goldcorp Inc
COMMENT

Page 22

Next page
Signal Opinion Expert
TOP PICK
Espec Corporation(6859-JP) 

December 5, 2018

Global Japanese company. Makes equipment to test environmental equipment. Growing revenues around 10% a year, and bottom line by 10-15% a year. On sale. Lots of cash. Amazingly cheap and unique. Yield is 3.1%. (Analysts’ price target is $2800.00)
0 0 0 0 0
0 comments
Global Japanese company. Makes equipment to test environmental equipment. Growing revenues around 10% a year, and bottom line by 10-15% a year. On sale. Lots of cash. Amazingly cheap and unique. Yield is 3.1%. (Analysts’ price target is $2800.00)
0
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$0.000
Owned Owned
Yes

SELL
Owned it a few years ago and cut his losses. Now, cut your losses. This business is struggling as an asset manager, specifically to retain and attract new clients. Also, their key managers, including the CEO, have been leaving. They won't generate much in performance fees, which has been an attraction for investors in the past.
Financial Services
0 0 0 0 0
0 comments
Owned it a few years ago and cut his losses. Now, cut your losses. This business is struggling as an asset manager, specifically to retain and attract new clients. Also, their key managers, including the CEO, have been leaving. They won't generate much in performance fees, which has been an attraction for investors in the past.
Financial Services
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$10.410
Owned Owned
No

DON'T BUY
It's exposed to cyclical, industrial commodities. TECK produces metallurgical coal, steel and copper. They also have a stake in the Ft. Hills Oil Sands project. All these are tied to industrial production. World demand for these commodities could decrease in 2019. Given TECK's operating leverage, a 1-2% move in commodity prices could hurt their earnings 5-10%.
precious metals
0 0 0 0 0
0 comments
It's exposed to cyclical, industrial commodities. TECK produces metallurgical coal, steel and copper. They also have a stake in the Ft. Hills Oil Sands project. All these are tied to industrial production. World demand for these commodities could decrease in 2019. Given TECK's operating leverage, a 1-2% move in commodity prices could hurt their earnings 5-10%.
precious metals
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$28.780
Owned Owned
Unknown

BUY
Loblaw Companies Ltd(L-T) 

December 4, 2018

Threatened by online shopping? He likes it, because it dominates grocers in Canada with good real estate. It's a little vulnerable to online shopping, but grocers like Loblaw won't be affected much. Also, Loblaw has click-and-collect e-shopping where a customer orders groceries online then picks them up. He expects double-digit earnings growth after Loblaw absorbs minimum wage hikes and provincial drug reform and inflation from transportation costs. He'd buy it here.
food stores
0 0 0 0 0
0 comments
Threatened by online shopping? He likes it, because it dominates grocers in Canada with good real estate. It's a little vulnerable to online shopping, but grocers like Loblaw won't be affected much. Also, Loblaw has click-and-collect e-shopping where a customer orders groceries online then picks them up. He expects double-digit earnings growth after Loblaw absorbs minimum wage hikes and provincial drug reform and inflation from transportation costs. He'd buy it here.
food stores
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$61.250
Owned Owned
Yes

DON'T BUY
Roots Corporation(ROOT-T) 

December 4, 2018

It's a case on not buying stocks at an IPO. IPO expectations were too high, and Roots has struggled since then. There are forecasts that in 2020 it will earn 73-cents a share vs. 90 cents at the IPO. Managers overpromised at the IPO, so the stock got punished. It trades at 5.6x enterprise value to EBITDA, lower than its peers. But he fears that expectations are still wildly unrealistic. Doesn't see 49% earnings growth in a time when sales are moderating.
0 0 0 0 0
0 comments
It's a case on not buying stocks at an IPO. IPO expectations were too high, and Roots has struggled since then. There are forecasts that in 2020 it will earn 73-cents a share vs. 90 cents at the IPO. Managers overpromised at the IPO, so the stock got punished. It trades at 5.6x enterprise value to EBITDA, lower than its peers. But he fears that expectations are still wildly unrealistic. Doesn't see 49% earnings growth in a time when sales are moderating.
0
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$4.540
Owned Owned
No

BUY
Fortis Inc.(FTS-T) 

December 4, 2018

Likes this, because 96% of their revenues are regulated--guaranteed. They manage 11 regional electric and nat. gas utilities. Very stable demand. They have big capital expansion projects in Arizona, northern Ontario and elsewhere. A great homegrown story. Very well-managed.
electrical utilities
0 0 0 0 0
0 comments
Likes this, because 96% of their revenues are regulated--guaranteed. They manage 11 regional electric and nat. gas utilities. Very stable demand. They have big capital expansion projects in Arizona, northern Ontario and elsewhere. A great homegrown story. Very well-managed.
electrical utilities
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$46.930
Owned Owned
Yes

DON'T BUY
Laurentian Bank(LB-T) 

December 4, 2018

Not fond of it. His worry is the lack of regional diversity. (It's based in Quebec.) They also lack a wealth management business. They stumbled last year when they suffered a scandal over mortgage underwriting that rattled investor confidence.
banks
0 0 0 0 0
0 comments
Not fond of it. His worry is the lack of regional diversity. (It's based in Quebec.) They also lack a wealth management business. They stumbled last year when they suffered a scandal over mortgage underwriting that rattled investor confidence.
banks
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$40.810
Owned Owned
No

Showing 148 to 154 of 170,791 entries
TOP PICKS
 
Successfully Saved Company
Successfully Saved Company