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Stock Opinions by Jordan Zinberg

N/A
Market. It has been an excellent environment since the lows of last year. He is still finding outstanding opportunities that can be bought on attractive valuations. He focuses on the higher quality names in the small- and mid-cap space. His firm avoids resource and mining stocks, not to say they are not also doing well. He looks for companies that are retaining as much capital as possible so they can get those high growth rates.
Unknown
BUY
A phenomenal enterprise software business. It has flown under the radar because it reports in Euros and trades on the venture. It is the European division of Constellation Software. This company offers organic as well as well as acquisitive growth. It could be better than Constellation long term.
Technology
BUY
Second largest player in lottery ticket printing. With lotteries moving on-line, they have become a leader in it. He thinks it will be a key driver. It is not cheap and should not be. Sentiment cooled recently because a high profile small cap manager highlighted PBL-T and it ran up, then it cooled. He is excited about this one.
INDUSTRIAL PRODUCTS
COMMENT
They are considered to be one of the leaders of the group but he has not looked at this stock in a long time.
food processing
PARTIAL BUY
They are buying small healthcare tech companies. They have been executing the acquisition plan at a pretty good pace. Sometimes it gets lumped in with the more speculative healthcare tech companies. They have a lot of cash on the balance sheet. (Analysts’ price target is $4.77)
Healthcare
BUY
It is a phenomenal success story. It is one of two large cap stocks he owns. He bought it before it was large cap. Management is top-notch. They purchased UPS-freight last year and are way ahead of where they were expected to be. It has lots of runway.
Transportation
HOLD
It tends to buy more medium quality assets they can get cheaply. They are good at buying these types of assets and re-positioning them. We have seen some deterioration in their return on invested capital. If you own some, hold it because you won't get hurt by it. The growth rates is similar to its PE so he sees it as fairly valued.
computer software / processing
BUY
A fantastic company. He does not own it because of its size and valuation. Their technology is well impeded and they are improving it all the time. They are getting into lending. They are a true Canadian champion. You will not be hurt at all. You have to own it if you are managing a large cap portfolio to keep up with the index.
0
DON'T BUY
He does not do a lot of Cannabis investing. It is a leading US MSO. The industry is still very early days. Once we have more interstate commerce allowed amongst the names you will see them firm quite a bit. His favourite is Air Wellness.
0
DON'T BUY
It was caught up with other health care names when COVID hit. The company got a little ahead of itself with the excitement of remote medicine. They raised a lot of capital and acquired a lot of companies. It is a wait-and-see for him. They need to justify the valuation that it is at now. He prefers others.
Healthcare
BUY
A portfolio of royalties such as Mister Lube, Oxford Learning, and Sutton Real Estate. They tend to grow around the rate they are paying out. If you are an income investor then you will be fine with this.
other services
HOLD
It has a lack of top line growth. They recorded a disappointing quarter last week. They replaced the CEO four or five weeks ago and he is interested to see what he does going forward. He will be interested to see what they do with their high payout ratio. If you like the dividend, you will probably be okay at a hold at these levels.
Business Services
COMMENT
It is a 5G technology company and he thought it was a bit early a couple of years ago when he met with them. The earnings have never been there to get him interested to do a deep dive on them. He would need to see some profitability in order for him to do more work on it.
0
BUY
It is a little large a capitalization for him but otherwise he would be a buyer. Very high quality tech name with return on equity in the high teens. He would have no problem with someone owning this in their portfolio. He has nothing negative to say about it.
consulting
WATCH
He does not own it because he has a lot of TFII-T. TTR-T struggled with balance sheet issues which seem to have been cleared up. It is a wait-and-see for him.
Transportation
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