Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
January 9, 2017

A roll up of auto collision centers. He does not like roll ups. There is no real barrier to entry. They are gaining more and more market share from insurance companies, however. There may be an interesting short sometime in the future when cars drive themselves and don’t run into one another. It is not a bad time to take profits.

A roll up of auto collision centers. He does not like roll ups. There is no real barrier to entry. They are gaining more and more market share from insurance companies, however. There may be an interesting short sometime in the future when cars drive themselves and don’t run into one another. It is not a bad time to take profits.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$85.190
Owned
No
BUY
BUY
January 9, 2017

He started re-buying it a month ago. He thinks it will get taken over. They have received unsolicited offers after the stock sold off. He suspects it is private equity firms.

DH Corporation (DH-T)
January 9, 2017

He started re-buying it a month ago. He thinks it will get taken over. They have received unsolicited offers after the stock sold off. He suspects it is private equity firms.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$22.850
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2017

*Short* (Top Pick Nov 9/16, Up 13.10%) He has been short. He is just leaving it on. The stock is up a reasonable amount but an insider is selling. It is a very expensive stock in a dying industry. They are seeing net outflows.

*Short* (Top Pick Nov 9/16, Up 13.10%) He has been short. He is just leaving it on. The stock is up a reasonable amount but an insider is selling. It is a very expensive stock in a dying industry. They are seeing net outflows.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$28.390
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2017

(Top Pick Nov 9/16, Down 18.86%) Has been under pressure by quant funds. He still owns it. He is going to continue to own it.

Cott Corp (BCB-T)
January 9, 2017

(Top Pick Nov 9/16, Down 18.86%) Has been under pressure by quant funds. He still owns it. He is going to continue to own it.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$14.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 9, 2017

*Short* (Top Pick Nov 9/16, Up 1.08%) They have a large business in Florida that is very coal focused. It is an interesting short. It should really under perform equities.

Emera Inc (EMA-T)
January 9, 2017

*Short* (Top Pick Nov 9/16, Up 1.08%) They have a large business in Florida that is very coal focused. It is an interesting short. It should really under perform equities.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$45.420
Owned
Yes
BUY
BUY
January 9, 2017

He thinks there will be a special dividend in the first half of this year. They generate excess free cash flow. He likes the business. It is a long term hold for him.

He thinks there will be a special dividend in the first half of this year. They generate excess free cash flow. He likes the business. It is a long term hold for him.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$12.850
Owned
Yes
DON'T BUY
DON'T BUY
January 9, 2017

He shorted it in October and since then has covered it. They used to have a large emphasis on oil and gas. It is not a bad name to own if you think infrastructure spending will work out, but he does not.

He shorted it in October and since then has covered it. They used to have a large emphasis on oil and gas. It is not a bad name to own if you think infrastructure spending will work out, but he does not.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$32.040
Owned
No