Advertising

Rating Card

Unlock Expert's Rating and Top Picks Portfolio

Become a member Or, Sign In
Latest Top Picks

Stock Opinions by Paul Harris, CFA

COMMENT
Doesn't see Omicron variant as damaging as Covid-19. Omicron selloff briefer and shallower than Covid-19. World better prepared for spread of variants(wearing masks etc.).
Unknown
BUY
He has owned FirstService (property management business) for a long time. Capital light business that generates a lot of free cash flow. Growing through organic growth and franchise expansion. Annuity business that is generated by contracts signed with clients. Not a cheap stock, however will continue to hold & buy. Would recommend buying.
other services
BUY
Railroad business is a great business. Only a few players in the industry so easy to raise prices. Better prices = better margins. Owns CN Rail, but not CP Rail. Good stock to own over the long term.
Transportation
BUY
Has owned TD for a long time, likes the stock. 3.7% Divided Yield. Overcapitalized which allows to buyback shares and increase dividends. Over reserved in March of 2020. Great retail and commercial franchise in Canada & USA. Not too expensive at current prices.
banks
BUY
Likes Microsoft and has owned it for a long time. Lots of growth opportunity in cloud business. Growth in office & gaming business. Look for opportunity to buy if/when market falls. Data available in cloud allows Microsoft to help clients.
computer software / processing
BUY
Doesn't own PayPal. Society moving to cashless with Covid-19 etc. Lots of small business uses PayPal. Many positive aspects of company. Good opportunity to buy PayPal now.
0
COMMENT
Facebook not as expensive as was previously. Lots of free cash flow and no debt. Lots of assets(Instagram and WhatsApp). Regulatory issues surrounding company have not been dealt with well. Facebook one of few places to advertise online effectively. Opportunity in eCommerce. Change in management might be necessary. Small business not advertising in newspaper anymore (good for Facebook).
0
TOP PICK
Doesn't take any risk with bad debt. It is a processing company that makes 15 basis points per transactions. Processing 65,000+ transactions per second. It is being tied to loyalty programs that is good business. A lot of their revenue comes from travel so once it recovers, we should see growth here. Internationally, there are cash users still so Visa can see new users and growth. There is more competition but it is a good story and it is at the lower range of its trading range. (Analysts’ price target is $274.60)
other services
TOP PICK
Good growth on media and is one of the best competitor with Netflix. Not worried about subscriptions going down. The parks business needs to come back since it is 45% of their revenues and we should see it next year. Cutting their dividend was probably the right move. Can grow nicely over the next little while. (Analysts’ price target is $194.32)
entertainment services
TOP PICK
An Israeli cyber-security firm. Great balance sheet with no debt. Free cashflow growth is positive. The company is a SaaS and revenues have been lumpy over the past little while. Next year should be better. Cyber security is a big issue around the world. An area that will continue to grow and this company can grow with the sector successfully over the next few years. (Analysts’ price target is $132.11)
computer software / processing
PAST TOP PICK
(A Top Pick Dec 24/20, Up 52%) Would buy BAC-NYSE again. Has held for a long time. Dividend yield of ~2.0%. Likes CEO Brian Moynihan. Retail banking has great franchise operation across USA. Investment banking & wealth management also have great franchises. Overcapitalized.
banks
PAST TOP PICK
(A Top Pick Dec 24/20, Up 1%) Believes defense spending will continue as tensions with China continue. Had bad quarters because of backlog in inventory. Will continue to hold.
Transportation
PAST TOP PICK
(A Top Pick Dec 24/20, Up 12%) Has very good organic growth. Covid-19 costs will reduce. Increased demand in long term care facilities as population ages.
other services
COMMENT
Owns Johnson & Johnson. Three divisions which are very strong. Spinning out personal care division. Good balance sheet and has increased dividend every year for 50 years. Elective surgeries increasing post Covid-19. Believes will continue to be great company. Bullish on healthcare & pharmaceutical industry.
biotechnology / pharmaceutical
COMMENT
Believes FedEx is a great business. Losing business as Amazon self-fulfills packages. eCommerce growing, so will benefit from this.
Transportation
Showing 1 to 15 of 3,227 entries