Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 12, 2016

One of the biggest winners in Canadian history. He has known the management team for 15 years they are doing incredible acquisitions. People understand that they don’t play up for acquisitions and are good stewards of capital. It is a core holding for him. They deserve a larger multiple. He would be a buyer here.

Show full opinionHide full opinion

One of the biggest winners in Canadian history. He has known the management team for 15 years they are doing incredible acquisitions. People understand that they don’t play up for acquisitions and are good stewards of capital. It is a core holding for him. They deserve a larger multiple. He would be a buyer here.

BUY
BUY
May 12, 2016

The whole sector has been trounced. Now everyone hates all of them. Out of the management teams he thinks this is the best. The sector has been out of favour.

Show full opinionHide full opinion

The whole sector has been trounced. Now everyone hates all of them. Out of the management teams he thinks this is the best. The sector has been out of favour.

HOLD
HOLD
May 12, 2016

He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.

Show full opinionHide full opinion

He has had a long history. They cut their dividend late last year and got decimated so he bought it and did well. Now it is at a regular valuation. They can acquire other patents on the cheap, but it is harder to enforce them. This is a large holding of his. He likes the fundamentals.

DON'T BUY
DON'T BUY
May 12, 2016

Fixed price energy contracts door to door. It has done fairly well. The turn in terms of their clients is so high, though. He does not feel that comfortable with them. 8% yield and do people really believe it?

Show full opinionHide full opinion

Fixed price energy contracts door to door. It has done fairly well. The turn in terms of their clients is so high, though. He does not feel that comfortable with them. 8% yield and do people really believe it?

HOLD
HOLD
May 12, 2016

They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.

Show full opinionHide full opinion
Martinrea (MRE-T)
May 12, 2016

They are all trading at very low multiples. LNR-T came out with a great quarter and is continuing to sell off. They all trade at great multiples. We are possibly in the 7th or 8th inning of the game here. He has taken down his positions, but continues to hold them here.

SELL
SELL
May 12, 2016

High risk lender and a high risk stock. He owned it just after it came out. The management are not friendly to shareholders. They lend to high risk clients. They looked recently into buying back stock or taking the company private. He sold and is not looking to get back in.

Show full opinionHide full opinion

High risk lender and a high risk stock. He owned it just after it came out. The management are not friendly to shareholders. They lend to high risk clients. They looked recently into buying back stock or taking the company private. He sold and is not looking to get back in.

BUY
BUY
May 12, 2016

Was a Top Pick in the past. The recent quarter was not as strong as he would have expected and there was a sell off. He thinks eventually these guys will get taken out. It is underfollowed and is held rather tightly.

Show full opinionHide full opinion

Was a Top Pick in the past. The recent quarter was not as strong as he would have expected and there was a sell off. He thinks eventually these guys will get taken out. It is underfollowed and is held rather tightly.