Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
August 2, 2017

Not a big fan of the REIT space right now. There are a lot of headwinds facing it. You have higher interest rates, so margins are going to get compressed. There is also the Amazon (AMZN-Q) issue with retail storefronts closing down with everybody moving to e-commerce. He would rather look for something with a steadier growth behind it. Prefers the healthcare side of REITs.

Not a big fan of the REIT space right now. There are a lot of headwinds facing it. You have higher interest rates, so margins are going to get compressed. There is also the Amazon (AMZN-Q) issue with retail storefronts closing down with everybody moving to e-commerce. He would rather look for something with a steadier growth behind it. Prefers the healthcare side of REITs.

Ryan Modesto
Managing Partner, 5i Research
Price
$20.920
Owned
Unknown
COMMENT
COMMENT
August 2, 2017

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.

Doesn’t follow this company to closely, but does like the infrastructure space. It’s a good way to diversify your assets on the equity side, and you are still getting a real asset focus. Has no issue with this.

Ryan Modesto
Managing Partner, 5i Research
Price
$51.430
Owned
Unknown
DON'T BUY
DON'T BUY
August 2, 2017

He likes storage space in general. They put up 4 tin walls with minimal electricity, where people throw stuff in and then walk away. There is low maintenance. They all have pretty high valuations, but this one is particularly high. They’ve done a really big purchase recently and debt is getting pretty high, so risks are really elevated. He would probably pass on this for now. The risks are pretty high.

He likes storage space in general. They put up 4 tin walls with minimal electricity, where people throw stuff in and then walk away. There is low maintenance. They all have pretty high valuations, but this one is particularly high. They’ve done a really big purchase recently and debt is getting pretty high, so risks are really elevated. He would probably pass on this for now. The risks are pretty high.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.300
Owned
No
WAIT
WAIT
August 2, 2017

This reports earnings on Aug 3rd, so suggests that you wait for the earnings report. Very shareholder friendly. They’ve been solid capital allocators. Have been buying back shares and giving substantial dividend increases. A lot of gasoline storage tanks are being replaced, and they are benefiting from this rising tide. A name that he likes and it is not that expensive.

This reports earnings on Aug 3rd, so suggests that you wait for the earnings report. Very shareholder friendly. They’ve been solid capital allocators. Have been buying back shares and giving substantial dividend increases. A lot of gasoline storage tanks are being replaced, and they are benefiting from this rising tide. A name that he likes and it is not that expensive.

Ryan Modesto
Managing Partner, 5i Research
Price
$13.340
Owned
Unknown
COMMENT
COMMENT
August 2, 2017

Good distribution. His main concern is that this would be a little more sensitive to an economic downturn because receipts for company like this are going to be higher than something like an A&W. He would be fine with this holding. 6.2% dividend yield.

Good distribution. His main concern is that this would be a little more sensitive to an economic downturn because receipts for company like this are going to be higher than something like an A&W. He would be fine with this holding. 6.2% dividend yield.

Ryan Modesto
Managing Partner, 5i Research
Price
$22.300
Owned
Unknown
TOP PICK
TOP PICK
August 2, 2017

(Formerly Amaya Gaming.) They’ve made a move to put past issues behind them by changing their name and moving to Toronto. The old CEO is out of the company and has largely sold his shares. An insider has purchased about 16% of the company shares. Everything seems to be moving in the right direction. Margins are improving, debt is falling and interest coverage is better.

(Formerly Amaya Gaming.) They’ve made a move to put past issues behind them by changing their name and moving to Toronto. The old CEO is out of the company and has largely sold his shares. An insider has purchased about 16% of the company shares. Everything seems to be moving in the right direction. Margins are improving, debt is falling and interest coverage is better.

Ryan Modesto
Managing Partner, 5i Research
Price
$22.560
Owned
Unknown
TOP PICK
TOP PICK
August 2, 2017

Historically, it always seems to have been the right decision to buy this on dips. They recently had a release where their backlog didn’t quite meet the estimates of the street. They still have a billion-dollar backlog and the total bidding opportunity is the highest it has ever been. They are great at executing their strategy. 2.5%-2.8% dividend yield.

Historically, it always seems to have been the right decision to buy this on dips. They recently had a release where their backlog didn’t quite meet the estimates of the street. They still have a billion-dollar backlog and the total bidding opportunity is the highest it has ever been. They are great at executing their strategy. 2.5%-2.8% dividend yield.

Ryan Modesto
Managing Partner, 5i Research
Price
$50.950
Owned
Unknown