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 David Burrows

COMMENT

Remains bullish on markets. Markets have had consistent gains since October 2023. Markets appear to be strengthening outside of big tech. Companies with high dividends tend not to growth as much - would rather slow & steady dividend growth (to keep up with inflation. With rising interest rates, important to screen companies that are sensitive to this. Energy, materials & industrial sector's are presenting large amounts of opportunity (Price/Cash Flow very low). 

Unknown
TOP PICK

Very large copper producer. Largest risk is execution - which company has demonstrated ability at. Growth in mines continues to grow. Cash expenses have fallen - good for profits. Existing mines don't have ask much risk as greenfield projects. Also get exposure to gold prices. 

non-base metal mining
TOP PICK
Goldman Sachs

Business continues to grown (revenues + earnings). The dominate investment banking & trading business in the world. Also adding "asset management" to product line. Good for long term investors. 

investment companies / funds
TOP PICK

Company has large amount of product lines. Data and and financial markets very profitable. A.I. tech will also help company continue to grow. Company working hard to integrate machine language into business model. Very good for long term investors. 

publishing / printing
PAST TOP PICK
(A Top Pick Apr 03/24, Up 3%)

One of the top investment banks in the world. Very strong franchise. Excellent margins on business lines. Expanding globally with excellent leadership. Balance sheet strength unmatched. Will continue to own shares. Top 5 holding within portfolio. 

Financial Services
PAST TOP PICK
Alamos Gold Inc
(A Top Pick Apr 03/24, Up 13%)

High quality gold company that will continue to hold. Assets located in Mexico + Canada (safe locations). Believes at the beginning of gold bullish trend. Will continue to own. 

precious metals
PAST TOP PICK
Imperial Oil
(A Top Pick Apr 03/24, Down 4%)

Very bullish on energy. Strong cash flow that continues to be returned to shareholders. Expecting capital appreciation as energy stocks added to portfolios again. Will continue to hold shares. 

integrated oils
BUY

Excellent company. One of top ten holdings. Likely to have 20% dividend growth going forward. Believes energy sector at the beginnings of a bullish trend. Expecting further growth for the company going forward. Would recommend holding for 5-10 years. Excellent long term investment. Price target = $113. Very strong management team. 

oil / gas
DON'T BUY
Intel

Semi-conductor business strong. Company has had a hard time executing. Would not be buying shares at this time. Momentum not in this company's favor. Very hard to make money on struggling business. 

computer parts mnfctr
BUY

Does not own shares. Is attractive business - demand for business jets is high. Doing great job growing earnings. Would recommend buying shares. 

transportation equip & components
WAIT
Bank of Nova Scotia

Working way through new identity. Would wait to invest. Is a "show me" story at this time. Better names in the Canadian banking sector. Would rather invest in National Bank. 

banks
BUY
CME Group Inc

25% of firm assets in financial sector. Capital markets in a good spot. Good company to get exposure. Valuation of shares appear to be high, but would recommend buying. 

Financial Services
DON'T BUY

Company not performing as well as other options in the market. Political risk in business - could have exposure to US Federal election. Would not recommend investing at this time. 

medical services
DON'T BUY

Insurance an attractive sector. Rising interest rates good for the business. However, Manulife is a better option. Sunlife under performing compared to others. Would not recommend buying at this time. 

insurance
DON'T BUY
Enbridge

Sector has been tough the last few years. Would rather invest in Pembina Pipeline. High capital costs with large amounts of debt. Well managed company, but not investing at this time. Better options out there for investors. 

oil / gas pipelines
Showing 1 to 15 of 5,042 entries