Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 12, 2014

Hurt by operations issues and the Osisko bid. He is not a huge fan of gold anyway, so would not get into the name. He does think they will come out okay.

Hurt by operations issues and the Osisko bid. He is not a huge fan of gold anyway, so would not get into the name. He does think they will come out okay.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$7.850
Owned
Unknown
DON'T BUY
DON'T BUY
May 12, 2014

The long term picture is probably okay for them. It is slowly grinding higher. The stock is at a pretty expensive level.

The long term picture is probably okay for them. It is slowly grinding higher. The stock is at a pretty expensive level.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$39.600
Owned
Unknown
HOLD
HOLD
May 12, 2014

He added it to his portfolio recently. Thinks they can continue to grow buy acquisition. He is watching for them to do more deals.

He added it to his portfolio recently. Thinks they can continue to grow buy acquisition. He is watching for them to do more deals.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$31.300
Owned
Unknown
TOP PICK
TOP PICK
May 12, 2014

It is a rent to own business for electronics or furniture. Easy Financial does short term loans. They are growing their loan book quite rapidly and are growing business quite rapidly. The multiple should expand on this one. Reasonable return on equity and valuation.

goeasy (GSY-T)
May 12, 2014

It is a rent to own business for electronics or furniture. Easy Financial does short term loans. They are growing their loan book quite rapidly and are growing business quite rapidly. The multiple should expand on this one. Reasonable return on equity and valuation.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$19.510
Owned
Yes
TOP PICK
TOP PICK
May 12, 2014

The industrial build out in the US is continuing. The back log is record, up 30% this quarter. The last quarter was affected by weather. Management seems very confident in the future. 10 times earnings.

The industrial build out in the US is continuing. The back log is record, up 30% this quarter. The last quarter was affected by weather. Management seems very confident in the future. 10 times earnings.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$13.190
Owned
Yes
TOP PICK
TOP PICK
May 12, 2014

He tends to have exposure to energy service companies. They are one of the few companies on the ground in New Guinea right now. 3.35% yield. About 8 times earnings.

He tends to have exposure to energy service companies. They are one of the few companies on the ground in New Guinea right now. 3.35% yield. About 8 times earnings.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$5.470
Owned
Yes
HOLD
HOLD
May 12, 2014

Facing stronger competition now compared to the 1990s when they were building out lots of stores in a consolidated industry. Some of the office supply consumption, such as paper, is going down. A lot more competition from big box stores. They are obviously going into and entrenchment period where they will try to cut costs. In the short term, this is a Hold more than anything else. If they are able to stabilize the situation and cut their costs, there is definitely value in the stock for patient investors.

Staples (SPLS-Q)
May 12, 2014

Facing stronger competition now compared to the 1990s when they were building out lots of stores in a consolidated industry. Some of the office supply consumption, such as paper, is going down. A lot more competition from big box stores. They are obviously going into and entrenchment period where they will try to cut costs. In the short term, this is a Hold more than anything else. If they are able to stabilize the situation and cut their costs, there is definitely value in the stock for patient investors.

Jim Huang
President, T.I.P. Wealth Management
Price
$13.230
Owned
Unknown