Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)

Latest Top Picks

Stock Opinions by Teal Linde

COMMENT

He wonders at how much markets have been driven up by speculation. The options market is seeing speculative activity that is more than it was two years ago. Also there has been a record increase of '0 days to expiration' options being traded. This all begins to look like a continuation of 2021. For longer term investors, in particular Market Call's callers who are not traders, look at what you own and decide if it is being given up to speculation or not. NVIDIA is a good example of enthusiasm pushing up the price but at the same time not being over-valued. However what happens when people don't want new GPU's anymore.

Unknown
Unspecified
Open Text

Management deserves more credit. They made their biggest acquisition in history in 2022 which caused the stock to plummet. However they have managed to turn it around as they had claimed they could and are now getting some revenue growth from the acquisition.They have also paid down $2 billion in debt so have a better balance sheet. trades at 11X earnings.

computer software / processing
COMMENT

It is a stable company which makes its money on volume and membership fees. The Kirkland brand itself generates a huge amount of revenue. However its valuation is quite stretched at 45X earnings.

department stores
COMMENT
Bank of Nova Scotia

It is in a transition stage and is backing away from international markets and focusing more on North America: Canada, the U.S. and Mexico. This could be challenging since other banks are already there. He owns some of the other banks.

banks
COMMENT
BCE Inc.

Due to the falling price it now pays about an 8% dividend which he feels is sustainable, although the payout ratio is quite high. If interest rates come down this should help dividend payers and the Canadian stock market in general. The Canadian markets have more dividend payers than the U.S. markets.

telephone utilities
COMMENT
Boeing

It is close to a 52 week low. It is going through an improvement process and the new CEO is establishing a new culture with the focus on quality. However it is having difficulties with its 737 Max and the FAA did their own audit and found more problems. It needs to bottom before it can go up again.

Transportation
COMMENT
Equinox Gold

As the new project comes on line this should bring the operating costs down. With its higher costs this gives it more leverage to increasing gold prices.

Mining
Unspecified
Amazon.com, Inc.

It is a trail blazer in public cloud services. It has the largest market share in this but Microsoft and Google are chipping away at it. It should be the most profitable it has ever been in its history, but has to harvest this profitability in this and the next year to justify its high valuation.

specialty stores
PAST TOP PICK
(A Top Pick May 15/23, Up 22%)

It anticipated $200 million in free cash flow and achieved this. It is reflected in the price so he would hold back on new buying.

oil / gas
PAST TOP PICK
Delta Air Lines Inc
(A Top Pick May 15/23, Up 29%)

It is still cheap at a 15% free cash flow yield. The business travel component is back to pre-pandemic levels, at least for Delta. Trades at 6 1/2X expected earnings.

Transportation
PAST TOP PICK
Aritzia Inc.
(A Top Pick May 15/23, Up 0.2%)

It took a big tumble so he bought more in October and will hold at this level since it is trading at a fair valuation. It needs more traction before getting a premium valuation. However he has long term conviction in it and feels it should grow in the double digit range. Just over half of its revenue comes form the U.S. side and each new store has a 12 month payback.

specialty stores
HOLD

It is fairly valued so wait for an opportunity in this and other oil related stocks. It has the largest infrastructure in the Montney region. In general oil companies are using their profits to pay down debt and increase shareholder value. Gas is at its lowest price since the 1990's.

pipelines
DON'T BUY
Adobe Systems

It was overbought and has been falling off to today's price which is fairly valued. He feels it has 10 to 11% growth.

computer software / processing
COMMENT
Bank of Montreal

Banks are a good long term investment but you don't have to own all the banks. Bank of Montreal has the largest exposure to commercial banking so it could be a recessionary risk. He wants more stability in a bank so he owns Royal, TD and National.

banks
COMMENT
IBM Common Stock

It has languished for many years compared to others in the same field. It has run up recently due to the AI frenzy/opportunity but there has been no big improvement in revenue and earnings. The largest component by far is consultation.

electrical / electronic
Showing 1 to 15 of 975 entries