Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 8, 2014

The CFO left on the day of the earnings release. But earnings were solid, yet the stock bounces around today. He would not change the investment thesis here. As long as the margin is increasing at the same time as sales, then it means they are under control.

The CFO left on the day of the earnings release. But earnings were solid, yet the stock bounces around today. He would not change the investment thesis here. As long as the margin is increasing at the same time as sales, then it means they are under control.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$20.350
Owned
Unknown
BUY
BUY
May 8, 2014

Likes it. Management team has done it all before. A lot of people debate the value of the library, but he feels the value is timeless. The valuation is hard to peg because of the acquisitions. All look good so far. You have to believe in management.

Likes it. Management team has done it all before. A lot of people debate the value of the library, but he feels the value is timeless. The valuation is hard to peg because of the acquisitions. All look good so far. You have to believe in management.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$5.030
Owned
Unknown
BUY
BUY
May 8, 2014

Has done plenty of acquisitions. Continue to raise dividend. Bought two companies in the US and it looks good. A great, great company. Solid because they get their management fee even when the market goes down. Could sell themselves 5 years down the road.

Has done plenty of acquisitions. Continue to raise dividend. Bought two companies in the US and it looks good. A great, great company. Solid because they get their management fee even when the market goes down. Could sell themselves 5 years down the road.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$13.860
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 8, 2014

(Top Pick Apr 4/13, Up 61%) People are too focused on the short term. They are building this company to be a big player in the gaming space. It is smaller and volatile. Fundamentals are pretty solid.

(Top Pick Apr 4/13, Up 61%) People are too focused on the short term. They are building this company to be a big player in the gaming space. It is smaller and volatile. Fundamentals are pretty solid.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$7.960
Owned
No
PAST TOP PICK
PAST TOP PICK
May 8, 2014

(Top Pick Apr 4/13, Up 26.47%) They executed very well, raising dividend 20%. Last quarter was pretty solid.

(Top Pick Apr 4/13, Up 26.47%) They executed very well, raising dividend 20%. Last quarter was pretty solid.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$14.950
Owned
No
PAST TOP PICK
PAST TOP PICK
May 8, 2014

(Top Pick Apr 4/13, Up 61.95%) Big US real estate exposure by providing services. Started paying a dividend a couple of years ago. This is a great, great sign. Nothing to complain about at all.

(Top Pick Apr 4/13, Up 61.95%) Big US real estate exposure by providing services. Started paying a dividend a couple of years ago. This is a great, great sign. Nothing to complain about at all.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$54.370
Owned
No
BUY
BUY
May 8, 2014

In each year of the recession in the financial crisis they raised their earnings and dividend. You don’t have to worry about them.

In each year of the recession in the financial crisis they raised their earnings and dividend. You don’t have to worry about them.

Peter Hodson
CEO & Head of Research, 5i Research Inc.
Price
$47.050
Owned
Unknown