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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 Gavin Graham

COMMENT

Believes inverted yield curve suggests recession on its way (short term rates higher than long term rates).
US Fed pause on interest rate hikes only temporary.
Stock market valued too high, waiting for correction.
2000-2002 bear market similar to what is happening now. 
Enormous valuations in tech (Tesla etc.) are not sustainable. 

Unknown
TOP PICK
Lundin Mining Corp.

Believes demand for commodities will continue to rise.
Demand for copper in EV car transition growing.
Current valuation presenting good buying opportunity for long term investors.
Recent 51% ownership in Chile mine good for business. 
Strong dividend yield.

metal mines
TOP PICK

Plumbing business for residential market.
Growing very steadily.
Biden Infrastructure Bill will benefit company.
Margins expanding with excellent management.
Current valuation good for investors. 

Utilities
TOP PICK
Bank of Nova Scotia

Current stock price good value pick.
New CEO will be good for the business (new set of eyes).
Revised plan of business units (will remove unprofitable business lines).
6.5% dividend yield very attractive for investors. 

banks
PAST TOP PICK
Agnico-Eagle Mines
(A Top Pick Feb 28/23, Up 9%)

Recent high in gold prices good for company.
Expecting further gains on stock.
Demand for commodities rising with EV transition.
Enormous growth stock. 

precious metals
PAST TOP PICK
Definity Financial
(A Top Pick Feb 28/23, Down 1%)

Rising cost of insurance due to inflation - hard on business margins.
Long term, still believes in business.
Insurance a required product for all people.
Largest provider of pet insurance. 


Financial Services
PAST TOP PICK
Pason Systems Inc.
(A Top Pick Feb 28/23, Down 18%)

Expecting oilfield services demand to rise.
Record revenue and pricing power.
IoT tech for energy industry - very good product.
Record # of oil wells being drilling (since 2014).
Will continue to hold. 

oil / gas field services
BUY
Arc Resources Ltd

Current valuation very attractive.
Generating lots of cash even with low gas prices.
New project in NE BC will generate more revenues.
Good time to buy for long term holder.
Very profitable business with safe dividend yield.

oil / gas
BUY
Dollarama Inc.

Good business model during recessionary times.
Large revenue growth and excellent stock performance.
Excellent retail footprint.
Very good management team.
Sales growth in double digits.

Consumer Products
BUY
Enbridge

Strong business with excellent assets (hard to replicate).
Safe dividend yield ~7%.
Defensive stock good for long term investors.
Investors paid to wait for capital growth.
Security of supply with fixed term contracts. 

oil / gas pipelines
BUY

Top tier performer.
Excellent management team led by Murray Edwards.
Strong dividend yield.
Record profits even with lower prices.
Demand for energy not going anywhere.

oil / gas
BUY
Motorola

Good business model with cyber security demand.
Excellent business with good long term prospects.
High margins on products.
Demand for business not going anywhere. 

communications / media
BUY
Manulife Financial

Excellent company, owns shares in company.
~5% dividend yield.
Growing middle class & population in Canada will require insurance.
Rising interest rates will decrease liabilities (good for business).

insurance
BUY ON WEAKNESS
NVIDIA Corporation

Too late to invest in company - stock price too high.
Wait for shares to fall before buying.
Strong business, but valuation too high.
20-30x revenue trading price too high.

computer software / processing
SELL ON STRENGTH

Utilities business generally safe business.
Management problems weighing on performance of company.
Too much debt for company of its size.
Good long term investment if willing to hold.
Unsure on future of dividend sustainability. 

electrical utilities
Showing 1 to 15 of 3,278 entries