Latest Expert Opinions

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Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 19, 2017

(A Top Pick July 20/16. Down 20.2%.) They were converting themselves into a US based company that was eligible to bid on US contracts. In the meantime, they made an acquisition which has been hanging over the stock. A vote is today or tomorrow. She sold when she saw better opportunities elsewhere.

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(A Top Pick July 20/16. Down 20.2%.) They were converting themselves into a US based company that was eligible to bid on US contracts. In the meantime, they made an acquisition which has been hanging over the stock. A vote is today or tomorrow. She sold when she saw better opportunities elsewhere.

PAST TOP PICK
PAST TOP PICK
July 19, 2017

(A Top Pick July 20/16. Down 24.1%.) Last year, the US$ was very strong, so gold suffered. For gold to do well, you need the stock market to have a correction. She always owns some gold as an offset in case the market corrects.

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(A Top Pick July 20/16. Down 24.1%.) Last year, the US$ was very strong, so gold suffered. For gold to do well, you need the stock market to have a correction. She always owns some gold as an offset in case the market corrects.

WAIT
WAIT
July 19, 2017

They made an acquisition, and everybody thought they overpaid. Now they have a balance sheet problem, so before you get involved, wait to see what they dispose of and how much they get for it. She wouldn’t rush into this until they fix the balance sheet a little.

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They made an acquisition, and everybody thought they overpaid. Now they have a balance sheet problem, so before you get involved, wait to see what they dispose of and how much they get for it. She wouldn’t rush into this until they fix the balance sheet a little.

COMMENT
COMMENT
July 19, 2017

This is a stock that is in the late stage cycle, and generally you don’t own consumer stocks. Industrial products is probably where you want to be. One of the fears is that a lot of car loans are going to go bad in this cycle. Some of the loans go 6-7 years, and by that time, the car is not worth anything. Last quarter, the margins looked a little healthier in Europe. A great company, but it’s just the wrong stage of the cycle.

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This is a stock that is in the late stage cycle, and generally you don’t own consumer stocks. Industrial products is probably where you want to be. One of the fears is that a lot of car loans are going to go bad in this cycle. Some of the loans go 6-7 years, and by that time, the car is not worth anything. Last quarter, the margins looked a little healthier in Europe. A great company, but it’s just the wrong stage of the cycle.

HOLD
HOLD
July 19, 2017

She doesn’t like the food, but you see them expanding everywhere. Apparently the millennial’s love it. She is giving it another couple of quarters to see what happens before she makes up her mind.

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Freshii Inc (FRII-T)
July 19, 2017

She doesn’t like the food, but you see them expanding everywhere. Apparently the millennial’s love it. She is giving it another couple of quarters to see what happens before she makes up her mind.

COMMENT
COMMENT
July 19, 2017

She loves this stock. One of her favourites in this sector. In the past 6 months, most of the mining stocks have got crushed. They sold a mine, and are now sitting on a bunch of cash. Management is fairly savvy, so she would expect them to buy something accretive.

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She loves this stock. One of her favourites in this sector. In the past 6 months, most of the mining stocks have got crushed. They sold a mine, and are now sitting on a bunch of cash. Management is fairly savvy, so she would expect them to buy something accretive.

BUY
BUY
July 19, 2017

She is a huge fan of growth by acquisition companies, and this one is a perfect example. They’ve been a consolidator of the bus manufacturing industry. A very, very good management team. They’ve been very successfully integrating businesses. Profitability is great. Trading at about 17X forward earnings, so she doesn’t think of it as expensive. If they were to make another acquisition, she thinks the stock would pop.

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She is a huge fan of growth by acquisition companies, and this one is a perfect example. They’ve been a consolidator of the bus manufacturing industry. A very, very good management team. They’ve been very successfully integrating businesses. Profitability is great. Trading at about 17X forward earnings, so she doesn’t think of it as expensive. If they were to make another acquisition, she thinks the stock would pop.