Latest Expert Opinions

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
January 19, 2017

The stock is trading at about a 40% discount to its value. It has never traded that low. The problem is that the earnings forecasts have collapsed and are falling into negative ground. There is nothing to assign a value to when doing an analysis. The quality has slipped on the balance sheet. We should not lose site of the fact that they have some really interesting real estate holdings. He thinks IFRS accounting would apply a much higher value to their holdings. There could be a lot there from a net worth point of view.

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Hudson Bay Co. (HBC-T)
January 19, 2017

The stock is trading at about a 40% discount to its value. It has never traded that low. The problem is that the earnings forecasts have collapsed and are falling into negative ground. There is nothing to assign a value to when doing an analysis. The quality has slipped on the balance sheet. We should not lose site of the fact that they have some really interesting real estate holdings. He thinks IFRS accounting would apply a much higher value to their holdings. There could be a lot there from a net worth point of view.

DON'T BUY
DON'T BUY
January 19, 2017

It is like a number of faddish US stocks. It is overvalued, but loved. He would not endorse it. He thinks Trump could do all kinds of damage. This is off his buy list.

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Under Armour (UA-N)
January 19, 2017

It is like a number of faddish US stocks. It is overvalued, but loved. He would not endorse it. He thinks Trump could do all kinds of damage. This is off his buy list.

SPECULATIVE BUY
SPECULATIVE BUY
January 19, 2017

He is thinking this is dead money. The pillars that are driving this company aren’t. The remaining assets are the remaining contracts with governments. He thinks they should have been bought out. This thing is not working out. Mr. Chan has been dealt a hand he cannot win at.

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BlackBerry (BB-T)
January 19, 2017

He is thinking this is dead money. The pillars that are driving this company aren’t. The remaining assets are the remaining contracts with governments. He thinks they should have been bought out. This thing is not working out. Mr. Chan has been dealt a hand he cannot win at.

COMMENT
COMMENT
January 19, 2017

The US administration are hitting drug pricing. It has hurt valuations. PFE-N has been relatively passed up. It has a 50% upside potential. It has technical support at $31. If this does not hold then get the heck out. GILD-Q is more beat up and looks very cheap.

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Pfizer Inc (PFE-N)
January 19, 2017

The US administration are hitting drug pricing. It has hurt valuations. PFE-N has been relatively passed up. It has a 50% upside potential. It has technical support at $31. If this does not hold then get the heck out. GILD-Q is more beat up and looks very cheap.

BUY
BUY
January 19, 2017

He likes it. Finally conditions are coming together to let them break out into higher ground. They have good upside, and a lot of it.

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Citigroup Inc. (C-N)
January 19, 2017

He likes it. Finally conditions are coming together to let them break out into higher ground. They have good upside, and a lot of it.

PAST TOP PICK
PAST TOP PICK
January 19, 2017

(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere. He would not buy it here anymore.

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Telus Corp (T-T)
January 19, 2017

(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere. He would not buy it here anymore.

PAST TOP PICK
PAST TOP PICK
January 19, 2017

(Top Pick Jan 26/16, Up 36.76%) You just had to have it. It has done very well. It is trading at its net worth value so does not offer any more.

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(Top Pick Jan 26/16, Up 36.76%) You just had to have it. It has done very well. It is trading at its net worth value so does not offer any more.