(A Top Pick Oct 02/19, Up 32%) A Winnipeg success story in auto body shops. It branched out across Canada, then into the U.S., yet there's still room to grow.
(A Top Pick Oct 02/19, Up 45%) There's room to own both this and Disney, which has worked out well for him. The quality of content on both streamers is phenomenal and they're global.
(A Top Pick Oct 02/19, Up 7%) They reported today and miss expectations. It's a big global company. There's global demand for their medical devices; in Asia, for instance, there's rising heart disease. So, Medtronic can fulfill this demand.
TD his other big bank holding, but JPM has outperformed it. It's held up. They've invested tens of billions in technology. A better management culture than its peers, like Citi. He doesn't expect a US recession. (Analysts’ price target is $139.27)
A good acquirer and integrator and have a good position in hip and knee replacement. They're aiming for 1,000 robotic installations worldwide, now at 850. They took a drop in their last purchase but they've bounced back. (Analysts’ price target is $232.92)
Stock Opinions by Michael Decter - Stockchase Experts
Has mixed feelings on this one. It's gassy and this is a good time to look at gassy plays. This has always traded at a premium. Made a couple of acquisitions and paid a lot for them.
Has mixed feelings on this one. It's gassy and this is a good time to look at gassy plays. This has always traded at a premium. Made a couple of acquisitions and paid a lot for them.
You are betting that the management team can realize value on a number of fronts. They're looking at minerals, refineries. Really a play on this amend and Labrador. Speculative but could be a winner if they deliver on the deals.
You are betting that the management team can realize value on a number of fronts. They're looking at minerals, refineries. Really a play on this amend and Labrador. Speculative but could be a winner if they deliver on the deals.
A wonderful company. Has come off a bit lately with the oil patch. Debt free, terrific growth and terrific value for shareholders. A good way to participate in the oil patch.
A wonderful company. Has come off a bit lately with the oil patch. Debt free, terrific growth and terrific value for shareholders. A good way to participate in the oil patch.
Sold his holdings when the US housing market started coming apart. 20.5% yield. Wouldn't bet that the housing market will recover and sales will go up again.
Sold his holdings when the US housing market started coming apart. 20.5% yield. Wouldn't bet that the housing market will recover and sales will go up again.
There are some issues such as water and cost overruns. The development of oil sands is not without its hurdles. If you’re patient, not a bad speculation.
There are some issues such as water and cost overruns. The development of oil sands is not without its hurdles. If you’re patient, not a bad speculation.
A great play on Western Canadian development and the economy. Worked through their UK problems. Started dividends although their earnings were not as good as they should be. Fairly valued. Would like it below $40.
A great play on Western Canadian development and the economy. Worked through their UK problems. Started dividends although their earnings were not as good as they should be. Fairly valued. Would like it below $40.
The real question in this sector is, who is going to get acquired. There are too many oil service trusts. Rather than buying just one, he would buy a basket.
The real question in this sector is, who is going to get acquired. There are too many oil service trusts. Rather than buying just one, he would buy a basket.
A little concerned about the outlook going forward. Had some production problems. Would be a little careful, especially if there is a slowdown in economic activity.
A little concerned about the outlook going forward. Had some production problems. Would be a little careful, especially if there is a slowdown in economic activity.
A good, solid company. Have done some great acquisitions. Not a bargain at these prices, but if you are looking for a solid financial company, well-run, global outlook this would be a good one.
A good, solid company. Have done some great acquisitions. Not a bargain at these prices, but if you are looking for a solid financial company, well-run, global outlook this would be a good one.