Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick June 24/16. Up 60.39%.) This has done an amazing job. It is a poster child for what a network affect is. They have the best hotel listings, they get the most customers, and because they have the most customers booking, they get more hotel listings. The runway for this company is still significant.

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(A Top Pick June 24/16. Up 60.39%.) This has done an amazing job. It is a poster child for what a network affect is. They have the best hotel listings, they get the most customers, and because they have the most customers booking, they get more hotel listings. The runway for this company is still significant.

PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick June 24/16. Up 7.15%.) It may be in for a dairy war because of NAFTA issues. In some respects, he thinks it won’t have any impact. It buys milk in Canada and sells milk and products in Canada, and the same in the US. Had a nice run until early 2017, but has been a lousy performer year to date. Has potential for acquisitions. Their balance sheet is in great shape. Valuation is reasonable.

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Saputo Inc. (SAP-T)
July 18, 2017

(A Top Pick June 24/16. Up 7.15%.) It may be in for a dairy war because of NAFTA issues. In some respects, he thinks it won’t have any impact. It buys milk in Canada and sells milk and products in Canada, and the same in the US. Had a nice run until early 2017, but has been a lousy performer year to date. Has potential for acquisitions. Their balance sheet is in great shape. Valuation is reasonable.

COMMENT
COMMENT
July 18, 2017

A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.

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A diversified business, packaging, labels, adhesives. A lot of different stuff and a lot of moving parts. Not the easiest company to figure out. You have to put faith in management, which has done a wonderful job of buying companies, integrating them and improving the margins. There is a very, very large runway of growth for them. He likes this very much and thinks it is going to go a lot higher over the long-term.

BUY
BUY
July 18, 2017

He likes this for the simple fact that people are completely addicted to their phones and social media, and you need to have exposure to this. The advertising dollars that are being spent on Facebook is massive, and that is going to continue. Not a cheap stock, but the balance sheet is perfect. They continue to add more products to compete with Snap.

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Facebook (FB-Q)
July 18, 2017

He likes this for the simple fact that people are completely addicted to their phones and social media, and you need to have exposure to this. The advertising dollars that are being spent on Facebook is massive, and that is going to continue. Not a cheap stock, but the balance sheet is perfect. They continue to add more products to compete with Snap.

COMMENT
COMMENT
July 18, 2017

Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.

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Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.

COMMENT
COMMENT
July 18, 2017

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.

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Linamar Corp (LNR-T)
July 18, 2017

He doesn’t know how to assess how the NAFTA negotiations will affect this company. These companies are making lots of money and are benefiting from global demand for cars. It is clear that US demand has peaked as General Motors and Ford are shutting down plants. Prefers Magna (MG-T) and would buy more on a pullback.

COMMENT
COMMENT
July 18, 2017

A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.

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A wonderful business. They built an amazing success story. Makes a lot of money from selling cigarettes at gas stations. It has gotten so large for them to make another acquisition, it would have to be a whopper to move the needle. You can own this going forward, but you just have to be cognizant of the risks.