Latest Expert Opinions

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COMMENT
COMMENT
July 19, 2017

Short? A great management team. She would definitely not Short this name. You never Short a name that has a great management team. She wouldn’t rush out and buy this right now. Their same-store sales comps on their other chains are not doing particularly well.

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Short? A great management team. She would definitely not Short this name. You never Short a name that has a great management team. She wouldn’t rush out and buy this right now. Their same-store sales comps on their other chains are not doing particularly well.

COMMENT
COMMENT
July 19, 2017

Just made a fairly large acquisition and issued new stock, which was probably not the best time. That put a top on the stock, but long-term she really likes it. It probably has another 5-6 years of acquisitions ahead of it. They don’t have any competition right now. Management is great and have made a good job of integrating acquisitions. They are logical in how they plan their geographical locations. There is more to go before the run out of steam.

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Just made a fairly large acquisition and issued new stock, which was probably not the best time. That put a top on the stock, but long-term she really likes it. It probably has another 5-6 years of acquisitions ahead of it. They don’t have any competition right now. Management is great and have made a good job of integrating acquisitions. They are logical in how they plan their geographical locations. There is more to go before the run out of steam.

COMMENT
COMMENT
July 19, 2017

This is early days and we don’t know how their US acquisition is going to work out. It has the largest proportion of assets in mortgages, which might be a negative going into a recession if we have a real estate correction.

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This is early days and we don’t know how their US acquisition is going to work out. It has the largest proportion of assets in mortgages, which might be a negative going into a recession if we have a real estate correction.

COMMENT
COMMENT
July 19, 2017

She likes the fundamentals of the zinc market, and this is a good play on that. Not crazy about the acquisitions they made as the 2 mines are not the same quality that they had. If you need a zinc play, this is a good one.

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She likes the fundamentals of the zinc market, and this is a good play on that. Not crazy about the acquisitions they made as the 2 mines are not the same quality that they had. If you need a zinc play, this is a good one.

BUY
BUY
July 19, 2017

This stock has been amazing. It is well-managed and they hedge their currency, they basically do everything right. Introduced credit cards recently, so there will be some cost benefits going forward. There is always something good happening at this company.

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This stock has been amazing. It is well-managed and they hedge their currency, they basically do everything right. Introduced credit cards recently, so there will be some cost benefits going forward. There is always something good happening at this company.

COMMENT
COMMENT
July 19, 2017

A holding company. As a growth manager, this is not exciting as there is not much happening. There is nothing growing in this company. The dividend is absolutely safe. If you are looking for meaningful appreciation, this would not be her favourite stock. 4.9% dividend yield.

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A holding company. As a growth manager, this is not exciting as there is not much happening. There is nothing growing in this company. The dividend is absolutely safe. If you are looking for meaningful appreciation, this would not be her favourite stock. 4.9% dividend yield.

PAST TOP PICK
PAST TOP PICK
July 19, 2017

(A Top Pick July 20/16. Down 0.09%.) It went up, and she took her profits. In their last earnings report, same-store sales have actually been negative, and they had been reporting double digit growth. If they return to positive same store sales, she will be a buyer again. Dividend yield of 4.8%.

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(A Top Pick July 20/16. Down 0.09%.) It went up, and she took her profits. In their last earnings report, same-store sales have actually been negative, and they had been reporting double digit growth. If they return to positive same store sales, she will be a buyer again. Dividend yield of 4.8%.