Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 13, 2016

This is all about the ecosystem, video, ad spending, and wrapping themselves around social networking. Have done an extremely good job on the video side. Finally, ad agencies are moving away from print, TV, etc., towards digital. He has a $135 target price on this.

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Facebook (FB-Q)
May 13, 2016

This is all about the ecosystem, video, ad spending, and wrapping themselves around social networking. Have done an extremely good job on the video side. Finally, ad agencies are moving away from print, TV, etc., towards digital. He has a $135 target price on this.

COMMENT
COMMENT
May 13, 2016

Prefers Union Pacific (UNP-N) in the US, and Canadian Pacific (CP-T) in Canada. There is not much difference between the 2 Canadian rails, but CP is trading a little cheaper. Union Pacific is trading at 16X. The trouble with the Eastern rails is that they are shorter hauls. Efficiencies in rails come with longer hauls. All US rails are beset with coal. Intermodal is where they have tried to grow the business.

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CSX Corp (CSX-Q)
May 13, 2016

Prefers Union Pacific (UNP-N) in the US, and Canadian Pacific (CP-T) in Canada. There is not much difference between the 2 Canadian rails, but CP is trading a little cheaper. Union Pacific is trading at 16X. The trouble with the Eastern rails is that they are shorter hauls. Efficiencies in rails come with longer hauls. All US rails are beset with coal. Intermodal is where they have tried to grow the business.

COMMENT
COMMENT
May 13, 2016

Just completed their SAP. You are still seeing pretty rational environment in Canada of square footage growth. The issue with the grocery tillers (?) has been the West, and this company is very well positioned with a discount banner out west. They also have Shoppers which is doing a great job. Integration will continue to do better than what is forecasted.

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Just completed their SAP. You are still seeing pretty rational environment in Canada of square footage growth. The issue with the grocery tillers (?) has been the West, and this company is very well positioned with a discount banner out west. They also have Shoppers which is doing a great job. Integration will continue to do better than what is forecasted.

COMMENT
COMMENT
May 13, 2016

A US dollar store? This one is coming into Canada, especially out West. He likes the sector. They did the Family Dollar acquisition, and are digesting that right now. There will be lots of synergies coming out of that. Opening 900 stores this year and 1000 next year and have 15,000 stores, so there is lots of opportunity for growth. Has a $92 target price.

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Dollar Tree (DLTR-Q)
May 13, 2016

A US dollar store? This one is coming into Canada, especially out West. He likes the sector. They did the Family Dollar acquisition, and are digesting that right now. There will be lots of synergies coming out of that. Opening 900 stores this year and 1000 next year and have 15,000 stores, so there is lots of opportunity for growth. Has a $92 target price.

COMMENT
COMMENT
May 13, 2016

The sales of cell phones obviously starting to decline. You have to look at this company in 2 year increments. Definitely the replacement demand is there for the next generation. The next iteration, iPhone 7, is not expected to be all that spectacular. It’s when we get to the next generation, when they have these OLED devices, flexible plastic. Likes the name and feels it is trading very, very cheaply, and still has high single digit growth.

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Apple (AAPL-Q)
May 13, 2016

The sales of cell phones obviously starting to decline. You have to look at this company in 2 year increments. Definitely the replacement demand is there for the next generation. The next iteration, iPhone 7, is not expected to be all that spectacular. It’s when we get to the next generation, when they have these OLED devices, flexible plastic. Likes the name and feels it is trading very, very cheaply, and still has high single digit growth.

BUY
BUY
May 13, 2016

He likes this. Trading at 3 or 4 times earnings. Load factors are good. They are controlling their revenue per available seat mile and are driving down their costs. Also, taking advantage of their international routes. Feels the stock is stupidly cheap.

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Air Canada (AC-T)
May 13, 2016

He likes this. Trading at 3 or 4 times earnings. Load factors are good. They are controlling their revenue per available seat mile and are driving down their costs. Also, taking advantage of their international routes. Feels the stock is stupidly cheap.

TOP PICK
TOP PICK
May 13, 2016

Has strong growth and is monetizing it through ad spending, and is obviously going more digital. They also have their other bets, such as curing aging through Calico. They are getting into the public cloud as well. Also, has 70% market share of Core Search. Growing at 20%. He has a $1000 target on this.

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Has strong growth and is monetizing it through ad spending, and is obviously going more digital. They also have their other bets, such as curing aging through Calico. They are getting into the public cloud as well. Also, has 70% market share of Core Search. Growing at 20%. He has a $1000 target on this.