Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 16, 2016

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He really likes the rails. He hasn’t followed this one too closely, so Canadian National would be his choice.

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He really likes the rails. He hasn’t followed this one too closely, so Canadian National would be his choice.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$161.320
Owned
No
COMMENT
COMMENT
June 16, 2016

A great company. They have been very consistent about their products and very consistent about their vision of the company. Very strong on research and development. All those things have helped this company over the long-term.

Nestle (NSRGY-OTC)
June 16, 2016

A great company. They have been very consistent about their products and very consistent about their vision of the company. Very strong on research and development. All those things have helped this company over the long-term.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.001
Owned
No
DON'T BUY
DON'T BUY
June 16, 2016

Retail is very, very tough business. Had owned this at one point, but it had a nice pop and he sold. This would not be a long-term hold. The environment for retail is changing very dramatically because of Amazon (AMZN-Q).

Target Corp (TGT-N)
June 16, 2016

Retail is very, very tough business. Had owned this at one point, but it had a nice pop and he sold. This would not be a long-term hold. The environment for retail is changing very dramatically because of Amazon (AMZN-Q).

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$66.980
Owned
No
BUY
BUY
June 16, 2016

A Spanish bank, and like most banks it trades at a very low multiple, about 8X next year’s earnings, and about .5X BV. About 75% retail, 20% wholesale and 5% asset management. 20% of their business is Latin America, and about half of that is Brazil. The rest of it is North America, UK, Europe and Spain. Over the long-term, Brazil and Latin America will be high growth areas. This is one of the banks you want to own because of its franchise value in the high growth areas.

A Spanish bank, and like most banks it trades at a very low multiple, about 8X next year’s earnings, and about .5X BV. About 75% retail, 20% wholesale and 5% asset management. 20% of their business is Latin America, and about half of that is Brazil. The rest of it is North America, UK, Europe and Spain. Over the long-term, Brazil and Latin America will be high growth areas. This is one of the banks you want to own because of its franchise value in the high growth areas.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$4.190
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 16, 2016

(A top Pick July 8/15. Down 40.54%.) Sold this a while ago. Had liked it because he felt they were going in a certain direction about reducing their investment bank and cutting back on certain areas. Then there was a big CEO change, there was just too much turmoil.

(A top Pick July 8/15. Down 40.54%.) Sold this a while ago. Had liked it because he felt they were going in a certain direction about reducing their investment bank and cutting back on certain areas. Then there was a big CEO change, there was just too much turmoil.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$9.120
Owned
No
PAST TOP PICK
PAST TOP PICK
June 16, 2016

(A top Pick July 8/15. Down 15.37%.) These are the people that originally made cheques, but now it is more of a Fin Tech company, mostly in the US. He likes the company and thinks there is good growth in it. The Fin Tech side in the US will be far more important, because of the many small banks, which are happy to use third-party providers. Still a Buy.

DH Corporation (DH-T)
June 16, 2016

(A top Pick July 8/15. Down 15.37%.) These are the people that originally made cheques, but now it is more of a Fin Tech company, mostly in the US. He likes the company and thinks there is good growth in it. The Fin Tech side in the US will be far more important, because of the many small banks, which are happy to use third-party providers. Still a Buy.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$32.180
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 16, 2016

(A top Pick July 8/15. Down 23.63%.) A leasing company. Made a big acquisition of some of General Electric’s (GE-N) leasing products. They got DVR rated, so their cost of funds has come down. He can see good growth for them in the US.

(A top Pick July 8/15. Down 23.63%.) A leasing company. Made a big acquisition of some of General Electric’s (GE-N) leasing products. They got DVR rated, so their cost of funds has come down. He can see good growth for them in the US.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$14.530
Owned
Yes