Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 13, 2017

It has a good run this year based on Sears mattresses. They also had good numbers. There is also a scarcity for consumer stocks in Canada. This is a stable name a decent long term hold. You want to go and test a mattress.

It has a good run this year based on Sears mattresses. They also had good numbers. There is also a scarcity for consumer stocks in Canada. This is a stable name a decent long term hold. You want to go and test a mattress.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$40.690
Owned
Yes
DON'T BUY
DON'T BUY
July 13, 2017

It has been a difficult one. It split from its ECN and is now trading as two separate elements. There was suspicions that a short seller would go after them. People are concerned about the direction of the company. It will be reasonably sensitive to US economic conditions.

It has been a difficult one. It split from its ECN and is now trading as two separate elements. There was suspicions that a short seller would go after them. People are concerned about the direction of the company. It will be reasonably sensitive to US economic conditions.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$8.950
Owned
Unknown
DON'T BUY
DON'T BUY
July 13, 2017

There was a press release today with regards to a sale or a purchase order. About a year ago he had this as a short pick and it came down considerably. They missed the target considerably. He feels he is missing something on this stock.

There was a press release today with regards to a sale or a purchase order. About a year ago he had this as a short pick and it came down considerably. They missed the target considerably. He feels he is missing something on this stock.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$1.330
Owned
Unknown
BUY
BUY
July 13, 2017

It was a Top Pick recently. He toured their airport. Most take offs between 10 and midnight are theirs and he was there to see that. He was struck by how long their employers have been there. He likes that and the stability and the business. They have contracts for Purolator, DHL and Canada Post. 90-95% market share. They have leased out 90% of their capacity. There is considerable upside on their share price.

Cargojet Inc (CJT-T)
July 13, 2017

It was a Top Pick recently. He toured their airport. Most take offs between 10 and midnight are theirs and he was there to see that. He was struck by how long their employers have been there. He likes that and the stability and the business. They have contracts for Purolator, DHL and Canada Post. 90-95% market share. They have leased out 90% of their capacity. There is considerable upside on their share price.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$47.780
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
July 13, 2017

(Top Pick Jun 10’16, Up 3.42%) Last year they announced a 4 stage plan. At the end of October they announced a privatization plan, but it has been delayed. They are considering a private debt fund. Hold it if you understand the math.

(Top Pick Jun 10’16, Up 3.42%) Last year they announced a 4 stage plan. At the end of October they announced a privatization plan, but it has been delayed. They are considering a private debt fund. Hold it if you understand the math.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$14.460
Owned
Yes
SELL
SELL
July 13, 2017

They have been experimenting to find something that will work. Their model has not been able to prove itself. There is a lot more downside ahead.

They have been experimenting to find something that will work. Their model has not been able to prove itself. There is a lot more downside ahead.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$5.500
Owned
Unknown
DON'T BUY
DON'T BUY
July 13, 2017

Pretty cynical about this stock. It is a Canadian designed mini bus for public transportation. But it was manufactured in China. If he had a choice between buying and selling he would sell.

Pretty cynical about this stock. It is a Canadian designed mini bus for public transportation. But it was manufactured in China. If he had a choice between buying and selling he would sell.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$2.840
Owned
Unknown