Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 11, 2014

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

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Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

COMMENT
COMMENT
July 11, 2014

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

Show full opinionHide full opinion

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

COMMENT
COMMENT
July 11, 2014

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

Show full opinionHide full opinion

Secularly this is in the right space. Everybody is looking for healthier, more organic, more natural foods that are better for you. He’s a huge proponent of that, but this is trading at a massive multiple. In the next leg of a rally, you are going to have to see some M&A happen with some traditional players such as Kraft (KRFT-Q) and Kellogg (K-N) looking to expand, making acquisitions.

COMMENT
COMMENT
July 11, 2014

Fantastic business. In the long term, they will continue to win. It is the giant in the space. The near-term pullback was consciousness around the consumer and coffee prices. This is a long-term core holding if you have a 3 to 5 year time frame.

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Starbucks (SBUX-Q)
July 11, 2014

Fantastic business. In the long term, they will continue to win. It is the giant in the space. The near-term pullback was consciousness around the consumer and coffee prices. This is a long-term core holding if you have a 3 to 5 year time frame.

COMMENT
COMMENT
July 11, 2014

Great company. Extremely well-managed. A “go to” name in the gold space. He is constructive on gold, and is buying companies that have under performed, in order to get more leverage. This one will go up, but it is an expensive stock. It should be a core holding if you have a gold portfolio.

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Great company. Extremely well-managed. A “go to” name in the gold space. He is constructive on gold, and is buying companies that have under performed, in order to get more leverage. This one will go up, but it is an expensive stock. It should be a core holding if you have a gold portfolio.

BUY
BUY
July 11, 2014

A very rare mid-cap Canadian media company that owns a portfolio of very, very strong children/youth oriented titles. Thinks there are still lots of opportunities for them to buy up things people don’t want, rebrand the titles, and continue to capitalize on the titles they own. Have made a bunch of acquisitions. There is potential for M&A activity.

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DHX Media (DHX.B-T)
July 11, 2014

A very rare mid-cap Canadian media company that owns a portfolio of very, very strong children/youth oriented titles. Thinks there are still lots of opportunities for them to buy up things people don’t want, rebrand the titles, and continue to capitalize on the titles they own. Have made a bunch of acquisitions. There is potential for M&A activity.

TOP PICK
TOP PICK
July 11, 2014

Phenomenal company. Believes people will continue to have an affinity to them. Recent pullback presents a buying opportunity. In the long term, they will continue to deliver double-digit growth. They have yet to really penetrate Asia and Europe, and that is where the next goal is. Trading at about 22X forward earnings. Believes they will continue to earn high double-digit growth. It will be hard to find another company in the Consumer Discretionary space that has the pricing power and the growth that this company has.

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Phenomenal company. Believes people will continue to have an affinity to them. Recent pullback presents a buying opportunity. In the long term, they will continue to deliver double-digit growth. They have yet to really penetrate Asia and Europe, and that is where the next goal is. Trading at about 22X forward earnings. Believes they will continue to earn high double-digit growth. It will be hard to find another company in the Consumer Discretionary space that has the pricing power and the growth that this company has.