Fabrice Taylor
Publisher at The President's Club Newsletter
Member since: Apr '12 · 905 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 2.86 | 85 30.69% | 40 14.44% | 21 7.58% | 54 19.49% | 77 27.80% | ||
| 1 Month | 2.27 | 5 8.93% | 13 23.21% | 10 17.86% | 27 48.21% | 1 1.79% | |
| 6 Months | 2.32 | 12 21.05% | 12 21.05% | 3 5.26% | 12 21.05% | 18 31.58% | |
| 12 Months | 2.34 | 16 28.07% | 8 14.04% | 5 8.77% | 6 10.53% | 22 38.60% | |
| 2 Years | 3.67 | 25 45.45% | 4 7.27% | 1 1.82% | 5 9.09% | 20 36.36% | |
| 5 Years | 3.69 | 27 51.92% | 3 5.77% | 2 3.85% | 4 7.69% | 16 30.77% |
Stock Opinions by Fabrice Taylor
COMMENT
The average Canadian doesn't understand how important oil is to Canada, and the way this industry is treated is abysmal. It's tough to wean yourself off an industry so entrenched and will take time. Pot stocks have had their valuations run far ahead of fundamentals; no company makes money. Look at focused companies that aren't all things to all people. There are some good companies. China said today it is growing at only 6.2% which prompted Trump to boast that China needs a trade deal. In this case, Trump is correct. In this game of chicken, China just blinked. However, China plays the long game and may not capitulate soon. China has more time than the U.S. or Trump who faces a 2020 election.
SELL
Caught hiding illegal cannabis from Health Canada has shaken market faith. Sell? There's never one cockroach, so there may be troubles at other pot companies. Sell this and maybe buy it back when there is clarity. TRST could lose their license. They have lost credibility among analysts. When bad things happen, they last not for a week, but months.
0
PAST TOP PICK
PAST TOP PICK
(A Top Pick Sep 07/18, Down 25%) They used to get a nice premium because they got international oil prices, not Canadian. But then they made a Canadian acquisition--and investors don't want Canadian oil stocks. If the Liberals are voted out in October, this sector will sharply rebound. If the Liberals stay, oil will continue to suffer for four years.
oil
gas
WAIT
It's very frustrating and a former pick of his. They make a device accepted by AT&T and Bell, which is impressive. But this hasn't excited investors. Wait. When SIM gets a purchase order, this stock will move. Revenues will be made.
communications
media
BUY
AD just did some big equity investments and AD pays a big dividend. He used to own and recommend this. Smart and lean management. They suffered some problem investments. They've cleaned them up and he hopes they learned their lesson. You're in good hands. He doesn't know about their recent deployments.
Financial Services
DON'T BUY
They should be doing well with a strong Quebec real estate market, but they are not. There's a ticking time bomb in their mortgage book. They are also unionized, so they pay higher costs. They compete against the big banks, which is tough. Reading between the lines, there's something worrisome with LB.
banks
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