Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 6, 2016

Added this to his growth portfolio about a month ago. The company is involved in technology with movie theatres. It has taken them a very long time to get penetration into the theatre market. Growing fast and has a good niche.

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Added this to his growth portfolio about a month ago. The company is involved in technology with movie theatres. It has taken them a very long time to get penetration into the theatre market. Growing fast and has a good niche.

HOLD
HOLD
May 6, 2016

This stock is cheap. The Valeant (VRX-T) situation changed everything, the debt is so high and people just don’t know what is going on. Had a big drop today because Endo Pharma, in the US, had a really bad forecast and fell 40%, and Concordia fell in sympathy. Technically the company is up for sale. An offer is going to take a while. It is worth keeping.

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This stock is cheap. The Valeant (VRX-T) situation changed everything, the debt is so high and people just don’t know what is going on. Had a big drop today because Endo Pharma, in the US, had a really bad forecast and fell 40%, and Concordia fell in sympathy. Technically the company is up for sale. An offer is going to take a while. It is worth keeping.

COMMENT
COMMENT
May 6, 2016

Provides modular accommodation for the oil patch. With the Fort McMurray situation, demand is going to be pretty high for temporary housing. The stock had a huge pop following the fire, but underlying trends in the industry are still negative. The fire probably won’t change the needle a lot, but it will improve this year. It’ll still be negative. This is a temporary issue while Fort Mac builds. Until the underlying oil/gas situation improves, the long-term fundamentals are really not going to change. He would be a little cautious.

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Provides modular accommodation for the oil patch. With the Fort McMurray situation, demand is going to be pretty high for temporary housing. The stock had a huge pop following the fire, but underlying trends in the industry are still negative. The fire probably won’t change the needle a lot, but it will improve this year. It’ll still be negative. This is a temporary issue while Fort Mac builds. Until the underlying oil/gas situation improves, the long-term fundamentals are really not going to change. He would be a little cautious.

HOLD
HOLD
May 6, 2016

Likes this. They were very aggressive over the past couple of years in buying a lot of fast food outlets, and now it is consolidation time. Same-store sales growth has slowed down, which is okay, but you want to see that improve.

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Likes this. They were very aggressive over the past couple of years in buying a lot of fast food outlets, and now it is consolidation time. Same-store sales growth has slowed down, which is okay, but you want to see that improve.

COMMENT
COMMENT
May 6, 2016

This has “rent to own” furniture. Their big, big growing division is Easy Financial where they provide short term loans to customers. The margins and growth on this business are very high. Valuation is quite low and the dividend is decent. It probably will grow over time. Very, very cheap right now. He likes this.

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goeasy (GSY-T)
May 6, 2016

This has “rent to own” furniture. Their big, big growing division is Easy Financial where they provide short term loans to customers. The margins and growth on this business are very high. Valuation is quite low and the dividend is decent. It probably will grow over time. Very, very cheap right now. He likes this.

COMMENT
COMMENT
May 6, 2016

One of the best run companies in Canada. Thinks they have plenty of store growth ahead of them. Same-store sales numbers are generally pretty good. This is effectively becoming a monopoly in this space in Canada. One day a US or international player will acquire them.

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One of the best run companies in Canada. Thinks they have plenty of store growth ahead of them. Same-store sales numbers are generally pretty good. This is effectively becoming a monopoly in this space in Canada. One day a US or international player will acquire them.

COMMENT
COMMENT
May 6, 2016

Produces lumber and logs. Very cheap stock and pays a nice dividend. He likes the sector, particularly in the US. Very good balance sheet with debt being about half of cash flow. Trading at 9X forward earnings. He likes this quite a lot.

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Produces lumber and logs. Very cheap stock and pays a nice dividend. He likes the sector, particularly in the US. Very good balance sheet with debt being about half of cash flow. Trading at 9X forward earnings. He likes this quite a lot.