Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 28, 2016

It is a simple business of selling things for a dollar or three. It is an expensive multiple for a retailer. It is still growing, but people are questioning whether it is slowing in growth. He would still avoid it even at these prices.

Dollarama Inc. (DOL-T)
January 28, 2016

It is a simple business of selling things for a dollar or three. It is an expensive multiple for a retailer. It is still growing, but people are questioning whether it is slowing in growth. He would still avoid it even at these prices.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$73.300
Owned
Unknown
WATCH
WATCH
January 28, 2016

Dream is more real estate focused. They are challenged. It is a matter of timing. If people start to think things are stabilizing in Western Canada, then this one will thrive.

Dream is more real estate focused. They are challenged. It is a matter of timing. If people start to think things are stabilizing in Western Canada, then this one will thrive.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$7.270
Owned
No
DON'T BUY
DON'T BUY
January 28, 2016

It is a wonderful brand, growing very quickly. The move yesterday was because of an excellent earnings report. This is a momentum stock and he would not gravitate toward it.

Under Armour (UA-N)
January 28, 2016

It is a wonderful brand, growing very quickly. The move yesterday was because of an excellent earnings report. This is a momentum stock and he would not gravitate toward it.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$84.070
Owned
No
BUY
BUY
January 28, 2016

It is a well run business, focusing on the human resource area. They have long term relationships with companies and help with pensions and HR. Investors should take a close look at this one. This is a stable business and a good place for investors to hide.

It is a well run business, focusing on the human resource area. They have long term relationships with companies and help with pensions and HR. Investors should take a close look at this one. This is a stable business and a good place for investors to hide.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$14.650
Owned
No
BUY
BUY
January 28, 2016

The timing on these short term moves is always hard to predict. They are in a turnaround after troubled times and write-offs. The stock has come off the way it has, and yet they have the 407. Their core constriction business has been impacted by commodities. It is starting to look interesting. If you strip out the 407, the rest of the business is trading at a very low multiple.

The timing on these short term moves is always hard to predict. They are in a turnaround after troubled times and write-offs. The stock has come off the way it has, and yet they have the 407. Their core constriction business has been impacted by commodities. It is starting to look interesting. If you strip out the 407, the rest of the business is trading at a very low multiple.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$39.500
Owned
No
HOLD
HOLD
January 28, 2016

If you are a long term investor and bought it much higher, then hold on to it. The recent decline is probably overdone. They have a very dominant global brand. There are near term headwinds. He will buy it back at some point in the future.

Apple (AAPL-Q)
January 28, 2016

If you are a long term investor and bought it much higher, then hold on to it. The recent decline is probably overdone. They have a very dominant global brand. There are near term headwinds. He will buy it back at some point in the future.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$94.090
Owned
No
HOLD
HOLD
January 28, 2016

If you hold it for a long time, they pay a dividend and have a phenomenal record of rolling up these convenience stores. It is a pretty stable and consistent business. There are probably additional acquisition opportunities for them. The only risk is if they have a misstep.

If you hold it for a long time, they pay a dividend and have a phenomenal record of rolling up these convenience stores. It is a pretty stable and consistent business. There are probably additional acquisition opportunities for them. The only risk is if they have a misstep.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$60.010
Owned
Unknown