Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 25, 2016

This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.

This is a pretty good entry point. If you can be patient, pick away at it through the summer, which might be a good way to accumulate a position.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$18.500
Owned
Unknown
COMMENT
COMMENT
May 25, 2016

A very solid company and very well-run. There may be some issues on greater transparency around fees, but that is going to hit all mutual funds. Investors may be less affected because this is primarily a savings organization.

A very solid company and very well-run. There may be some issues on greater transparency around fees, but that is going to hit all mutual funds. Investors may be less affected because this is primarily a savings organization.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$31.790
Owned
Unknown
COMMENT
COMMENT
May 25, 2016

Recently added this to his model portfolio. Shifted some weight from some of the US tech stocks back to Canada.

Open Text (OTEX-T)
May 25, 2016

Recently added this to his model portfolio. Shifted some weight from some of the US tech stocks back to Canada.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$75.380
Owned
Yes
COMMENT
COMMENT
May 25, 2016

He went into this in the last year, defensively thinking that people still had to eat, even if it were a little rocky. Also, saw some price inflation in food coming with the currency movement. Well-managed. Have shown themselves to be adaptable to healthier food trends.

He went into this in the last year, defensively thinking that people still had to eat, even if it were a little rocky. Also, saw some price inflation in food coming with the currency movement. Well-managed. Have shown themselves to be adaptable to healthier food trends.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$70.880
Owned
Yes
COMMENT
COMMENT
May 25, 2016

The great thing about this stock is that it has lots of volatility. If you have the stomach for Shorting it, he doesn’t think that there will be events for any steady happy ending for this company. The US political class have decided they need a poster child for bad behaviour in the drug business. Drug prices are high and new drugs are coming on the market at very high prices.

The great thing about this stock is that it has lots of volatility. If you have the stomach for Shorting it, he doesn’t think that there will be events for any steady happy ending for this company. The US political class have decided they need a poster child for bad behaviour in the drug business. Drug prices are high and new drugs are coming on the market at very high prices.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$35.030
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 25, 2016

(A Top Pick July 16/15. Up 9.57%.) His largest position across all his portfolios. Still a Buy. Thinks they are going to have a series of their best years ever. In about 3 years, their CapX falls off, and then the dividend will really go up. Growth is coming from their ability to put people into more expensive seats.

Cineplex Inc (CGX-T)
May 25, 2016

(A Top Pick July 16/15. Up 9.57%.) His largest position across all his portfolios. Still a Buy. Thinks they are going to have a series of their best years ever. In about 3 years, their CapX falls off, and then the dividend will really go up. Growth is coming from their ability to put people into more expensive seats.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$51.730
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 25, 2016

(A Top Pick July 16/15. Down 13.29%.) He loves this. Fundamentals are outstanding. Building theatres at a great pace in China and have a huge amount of buildout ahead of them. Sold their original theatres. They are joint venturing in China and taking 20% of the top side revenue. All the big movies that are opening in China and North America are benefiting this company’s top and bottom lines.

IMAX Corp. (IMAX-N)
May 25, 2016

(A Top Pick July 16/15. Down 13.29%.) He loves this. Fundamentals are outstanding. Building theatres at a great pace in China and have a huge amount of buildout ahead of them. Sold their original theatres. They are joint venturing in China and taking 20% of the top side revenue. All the big movies that are opening in China and North America are benefiting this company’s top and bottom lines.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$32.890
Owned
Yes