Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 17, 2017

(Top Pick Feb 9/16, Up 20.76%) She still likes it. It has lagged the rally, only up at 4% vs. the market being up 10%. It is the 28th consecutive quarter of organic growth over 20% year over year. That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it. They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line. They have been buying back stock even though they don’t yet pay a dividend. They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.

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(Top Pick Feb 9/16, Up 20.76%) She still likes it. It has lagged the rally, only up at 4% vs. the market being up 10%. It is the 28th consecutive quarter of organic growth over 20% year over year. That trend of digital advertising is going to continue to grow as only about 35% of advertising budgets are allocated to it. They got a new CFO a couple of years ago who has brought a lot of financial discipline to the company so more growth is dropping to the bottom line. They have been buying back stock even though they don’t yet pay a dividend. They have a lot of cash off shore so policy changes in repatriation of cash will benefit them.

PAST TOP PICK
PAST TOP PICK
February 17, 2017

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy. As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.

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Home Depot (HD-N)
February 17, 2017

(Top Pick Feb 9/16, Up 28.27%) She still likes it. It is a play on the US economy. As employment and GDP improve people may spend more on home improvement. With a third of the age group 18-36 still living at home and as the job environment improves they tend to move out into a home of their own. The company is well managed and always increases their dividend. They report later on this month.

PAST TOP PICK
PAST TOP PICK
February 17, 2017

(Top Pick Feb 9/16, Up 8.49%) She still likes it. She bought it for the 3-3.5% yield and capital return of 5-8%. She still likes it. They are the largest theatre operator in Canada with a 77% market share. They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending. They have advertising in their theatres and advertising signage. They also have ‘rec room’ which offers gaming, etc. They are a well managed company and will continue to grow. She will be continuing to hold it.

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Cineplex Inc (CGX-T)
February 17, 2017

(Top Pick Feb 9/16, Up 8.49%) She still likes it. She bought it for the 3-3.5% yield and capital return of 5-8%. She still likes it. They are the largest theatre operator in Canada with a 77% market share. They can’t control what happens at the box office, but they are really good at things they can control such as concessions spending. They have advertising in their theatres and advertising signage. They also have ‘rec room’ which offers gaming, etc. They are a well managed company and will continue to grow. She will be continuing to hold it.

DON'T BUY
DON'T BUY
February 17, 2017

They brought guidance down going forward. They have a key HEP-C drug which is getting competition. They have to figure out a way to grow their pipeline and then their revenue and earnings. She would not be buying it for Pharma exposure. See her top picks and she also likes ABT-N.

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They brought guidance down going forward. They have a key HEP-C drug which is getting competition. They have to figure out a way to grow their pipeline and then their revenue and earnings. She would not be buying it for Pharma exposure. See her top picks and she also likes ABT-N.

BUY WEAKNESS
BUY WEAKNESS
February 17, 2017

They had a very strong fourth quarter and their guidance for the first quarter of this year because of pre-buying of Iron Ore in the fourth quarter on fears of prices spiking. They had a big run. Iron ore prices are not going to go back to the levels they were before. The zinc outlook is quite favourable. It is now getting back down to levels where she may pick up some more.

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They had a very strong fourth quarter and their guidance for the first quarter of this year because of pre-buying of Iron Ore in the fourth quarter on fears of prices spiking. They had a big run. Iron ore prices are not going to go back to the levels they were before. The zinc outlook is quite favourable. It is now getting back down to levels where she may pick up some more.

DON'T BUY
DON'T BUY
February 17, 2017

The whole rental business is going through a difficult period. The popularity of Uber is actually a negative for car rentals. It is quite competitive in terms of pricing. The business is pretty difficult and she would not invest there.

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Avis Budget Group (CAR-Q)
February 17, 2017

The whole rental business is going through a difficult period. The popularity of Uber is actually a negative for car rentals. It is quite competitive in terms of pricing. The business is pretty difficult and she would not invest there.

HOLD
HOLD
February 17, 2017

She has held it for a number of years. It was always her preferred play in that area. Nutrients should have a good long term demand. But this industry can get quite cyclical because using them can be put off for a number of years. They have a retail operation which cushions them more than POT-T. POT-T is buying them at the trough of the commodity price. (Analysts’ Target: $141.06).

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Agrium (AGU-T)
February 17, 2017

She has held it for a number of years. It was always her preferred play in that area. Nutrients should have a good long term demand. But this industry can get quite cyclical because using them can be put off for a number of years. They have a retail operation which cushions them more than POT-T. POT-T is buying them at the trough of the commodity price. (Analysts’ Target: $141.06).