Stock Opinions by Colin Stewart - Stockchase Experts
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Colin Stewart @

On Stockchase since : Feb 2008

CEO & Portfolio manager at JC Clark Investments Ltd.

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Colin Stewart Latest Top Picks...

Stock Opinions by Colin Stewart - Stockchase Experts

Signal Opinion Expert Chart
BUY
Suncor Energy Inc(SU-T) 

November 19, 2018

He doesn't like the energy space, but this is among the best in this sector. Integrated, and well-run, with an upstream and a downstream business. They have more than one way to make money. Boast a solid balance sheet. Good dividend. We are close to the bottom of pessimism about Canadian oil. He's confident about the new CEO.
integrated oils
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He doesn't like the energy space, but this is among the best in this sector. Integrated, and well-run, with an upstream and a downstream business. They have more than one way to make money. Boast a solid balance sheet. Good dividend. We are close to the bottom of pessimism about Canadian oil. He's confident about the new CEO.
integrated oils
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$43.180
Owned Owned
No

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DON'T BUY
Bank of Nova Scotia(BNS-T) 

November 19, 2018

Not his favourite among Canadian banks, because of its Latin American exposure, which is risky. Well-run though, and the Canadian banks are an oligopoly. Overall, the Canadian banks have performed lacklustre this year. He prefers TD and RY.
banks
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Not his favourite among Canadian banks, because of its Latin American exposure, which is risky. Well-run though, and the Canadian banks are an oligopoly. Overall, the Canadian banks have performed lacklustre this year. He prefers TD and RY.
banks
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$70.760
Owned Owned
No

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TOP PICK
Information Services(ISV-T) 

November 19, 2018

A dominant land registry business with a contract with the Saskatchewan government lasting 15 years. Their technology division provides registry software around the globe. Also have a services business to supply info to corporations. High barriers to entry and generates a lot of free cash flow. Trades at a discount valuation. 5% dividend. A steady business. (Analysts’ price target is $22.00)
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A dominant land registry business with a contract with the Saskatchewan government lasting 15 years. Their technology division provides registry software around the globe. Also have a services business to supply info to corporations. High barriers to entry and generates a lot of free cash flow. Trades at a discount valuation. 5% dividend. A steady business. (Analysts’ price target is $22.00)
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$16.150
Owned Owned
Yes

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TOP PICK
Has owned it for over a year. They started with BC casino and have expanded to Ontario. They almost have a gambling monopoly in Toronto for 20 years with developments in the Woodbine Casino and in Durham. Good demand here for gambling. (Analysts’ price target is $59.00)
entertainment services
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Has owned it for over a year. They started with BC casino and have expanded to Ontario. They almost have a gambling monopoly in Toronto for 20 years with developments in the Woodbine Casino and in Durham. Good demand here for gambling. (Analysts’ price target is $59.00)
entertainment services
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$50.380
Owned Owned
Yes

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TOP PICK
Well-run. Lots of excess capacity with potential (he suspects they are) to be an early player in fusing cannabis with beer. BRB has lot of experience in blending drinks. Cheap valuation and good balance sheet. Potential upside in cannabis-beer. There's always the chance of a bigger player buying out the Brick. (Analysts’ price target is $4.66)
breweries/beverages
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Well-run. Lots of excess capacity with potential (he suspects they are) to be an early player in fusing cannabis with beer. BRB has lot of experience in blending drinks. Cheap valuation and good balance sheet. Potential upside in cannabis-beer. There's always the chance of a bigger player buying out the Brick. (Analysts’ price target is $4.66)
breweries/beverages
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$3.430
Owned Owned
Yes

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WATCH
Jamieson Wellness(JWEL-T) 

November 19, 2018

A stable, high-quality business. When it IPO'd, the market over-rewarded it, but the stock has since corrected to something attractive. The healthy trend works for them. he's studying it.
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A stable, high-quality business. When it IPO'd, the market over-rewarded it, but the stock has since corrected to something attractive. The healthy trend works for them. he's studying it.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$19.440
Owned Owned
No

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COMMENT
General Market Comment 

November 19, 2018

Another sell-off today: we will see a bounce, but we are late-cycle and investors have trade concerns and about interest rates rising by central banks. Now, investors should be defensive. If you have cash, you can find some opportunities to buy oversold companies. He can't predict the bottom. Instead, focus on companies you like, maybe buy on days like today, considering dollar-cost averaging where you buy a company over a few weeks (buy-wait-buy). He has 20-25% cash and has invested about 4% of that recently. This is a normal correction, not a bear market. As for tech, Netflix and Amazon are too expensive now, but Google is good now.
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Another sell-off today: we will see a bounce, but we are late-cycle and investors have trade concerns and about interest rates rising by central banks. Now, investors should be defensive. If you have cash, you can find some opportunities to buy oversold companies. He can't predict the bottom. Instead, focus on companies you like, maybe buy on days like today, considering dollar-cost averaging where you buy a company over a few weeks (buy-wait-buy). He has 20-25% cash and has invested about 4% of that recently. This is a normal correction, not a bear market. As for tech, Netflix and Amazon are too expensive now, but Google is good now.
Unknown
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0 comments
Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$0.000
Owned Owned
Unknown

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WATCH
Park Lawn Corp(PLC-T) 

November 19, 2018

Solid managers who've been buying in Canada and are now expanding into the U.S. His concern is their high valuation vs. its peers in America. But after the recent correction, PLC looks better. He's looking closely at it. It's a stable sector with aging demographics in its favour. PLC is the only public player in Canada.
REAL ESTATE
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Solid managers who've been buying in Canada and are now expanding into the U.S. His concern is their high valuation vs. its peers in America. But after the recent correction, PLC looks better. He's looking closely at it. It's a stable sector with aging demographics in its favour. PLC is the only public player in Canada.
REAL ESTATE
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$20.880
Owned Owned
No

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BUY
Amazon.com(AMZN-Q) 

November 19, 2018

Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
specialty stores
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Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
specialty stores
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$1512.290
Owned Owned
Unknown

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HOLD
Verizon Communications(VZ-N) 

November 19, 2018

Telcos have been a safe haven in this market, but VZ has long-term challenges as people cut the cable cord. It's safe to hang onto it for the dividend, but don't add to it.
telephone utilities
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Telcos have been a safe haven in this market, but VZ has long-term challenges as people cut the cable cord. It's safe to hang onto it for the dividend, but don't add to it.
telephone utilities
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$60.620
Owned Owned
Unknown

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DON'T BUY
Dollarama Inc.(DOL-T) 

November 19, 2018

Doesn't love it. It's been a growth stock and so has had a premium in their stock. So when it had a recent misstep, the stock got killed. Even after the pullback, it's still a pricey stock in terms of valuation. He fears more competition coming, and as they raise they prices to a few dollars, DOL starts to compete with stores like Walmart.
Consumer Products
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Doesn't love it. It's been a growth stock and so has had a premium in their stock. So when it had a recent misstep, the stock got killed. Even after the pullback, it's still a pricey stock in terms of valuation. He fears more competition coming, and as they raise they prices to a few dollars, DOL starts to compete with stores like Walmart.
Consumer Products
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$34.600
Owned Owned
No

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BUY
Pollard Banknote Ltd(PBL-T) 

November 19, 2018

It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
INDUSTRIAL PRODUCTS
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It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
INDUSTRIAL PRODUCTS
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$22.910
Owned Owned
Yes

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BUY
SAP AG ADR(SAP-N) 

November 19, 2018

He doesn't follow this company, though it's high-quality. It's a safe-haven, tech-quality play. They trade at a decent valuation with a strong brand name with a blue-chip customer list.
computer software/processing
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He doesn't follow this company, though it's high-quality. It's a safe-haven, tech-quality play. They trade at a decent valuation with a strong brand name with a blue-chip customer list.
computer software/processing
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$101.580
Owned Owned
No

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BUY
Cascades Inc(CAS-T) 

November 19, 2018

Likes it. Globally, it's one of the cheapest valuations in its sector. It's a way to play e-commerce, since CAS makes boxes that packages are delivered in. Generates a lot of free cash flows. Insiders own a lot of stock.
east coast forestry
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Likes it. Globally, it's one of the cheapest valuations in its sector. It's a way to play e-commerce, since CAS makes boxes that packages are delivered in. Generates a lot of free cash flows. Insiders own a lot of stock.
east coast forestry
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$11.070
Owned Owned
Unknown

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PAST TOP PICK
Alcanna(CLIQ-T) 

November 19, 2018

(A Top Pick Jan 23/18, Down 33%) Recently exited it. Aurora owns 25% of the company, but Ontario just said that a weed company can't own more than 9.9% of a retailer, so it's a challenge for them in how to develop their cannabis side. He'll continue to track this. There's risk to raise capital for them and that could pressure the share price.
merchandising/lodging
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(A Top Pick Jan 23/18, Down 33%) Recently exited it. Aurora owns 25% of the company, but Ontario just said that a weed company can't own more than 9.9% of a retailer, so it's a challenge for them in how to develop their cannabis side. He'll continue to track this. There's risk to raise capital for them and that could pressure the share price.
merchandising/lodging
0 0 0 0 0
0 comments
Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$7.760
Owned Owned
No

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