Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
August 16, 2017

A Canadian play that is in one of the most important themes of a secular long-term shift to web commerce. It provides a platform for small to midsize e-commerce companies. They continue to get stronger. They are so strong that Amazon (AMZN-Q) shut down their competitive product to Shopify. In the last quarter, they went from 400,000 users to 500,000 users, companies selling things on the web. Earnings were up about 85% and revenue is up 75%. The downside is that it is a momentum driven company and trades at a very high multiple of about 10X EBITDA to sales. Realistically, if they were to miss or have a miscue operationally, the stock is going to get hurt.

Shopify Inc. (SHOP-T)
August 16, 2017

A Canadian play that is in one of the most important themes of a secular long-term shift to web commerce. It provides a platform for small to midsize e-commerce companies. They continue to get stronger. They are so strong that Amazon (AMZN-Q) shut down their competitive product to Shopify. In the last quarter, they went from 400,000 users to 500,000 users, companies selling things on the web. Earnings were up about 85% and revenue is up 75%. The downside is that it is a momentum driven company and trades at a very high multiple of about 10X EBITDA to sales. Realistically, if they were to miss or have a miscue operationally, the stock is going to get hurt.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$119.430
Owned
Yes
COMMENT
COMMENT
August 16, 2017

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$71.970
Owned
Unknown
BUY
BUY
August 16, 2017

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff. You could buy this and use a Stop such as $35-$35.50.

Mastec Inc (MTZ-N)
August 16, 2017

Why is MacQuarrie (MIC-N) weaker than Mastec (MTZ-N)? MacQuarrie Infrastructure, has a whole bunch of different types of hard assets and assets that are long life. It is going to act more like a bond because they are long life fairly predictable assets. Mastec is a company that is in a couple of secular themes, but is a growth stock. It is tightly tied to growth in a couple of areas. Thinks the secular changes taking place in both telecom equipment and pipelines, is significant. Mastek builds infrastructure, like pipelines, as well as being very big in maintenance and infrastructure work on cell towers, which are both going through very strong lifts. We are about to go through a process where all telcos are going to be putting up 5G equipment on cell towers, and Mastec gets paid to do that stuff. You could buy this and use a Stop such as $35-$35.50.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$38.750
Owned
Unknown
COMMENT
COMMENT
August 16, 2017

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose this one. He considered using it as a Top Pick today. Looking out over the next year, Facebook has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but is still somewhat dependent on 2nd or 3rd party contracts.

Facebook (FB-Q)
August 16, 2017

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose this one. He considered using it as a Top Pick today. Looking out over the next year, Facebook has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but is still somewhat dependent on 2nd or 3rd party contracts.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$170.000
Owned
Unknown
COMMENT
COMMENT
August 16, 2017

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose Facebook. Looking at over the next year, Facebook just has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but still somewhat dependent on 2nd or 3rd party contracts.

Netflix Inc. (NFLX-Q)
August 16, 2017

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose Facebook. Looking at over the next year, Facebook just has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but still somewhat dependent on 2nd or 3rd party contracts.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$169.980
Owned
Unknown
COMMENT
COMMENT
August 16, 2017

Move some National Bank (NA-T) funds over to Toronto Dominion (TD-T)? If you want to make a switch, TD makes more sense than National. This bank has a little more energy exposure and more domestic exposure, while TD has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

Move some National Bank (NA-T) funds over to Toronto Dominion (TD-T)? If you want to make a switch, TD makes more sense than National. This bank has a little more energy exposure and more domestic exposure, while TD has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$55.670
Owned
Unknown
COMMENT
COMMENT
August 16, 2017

Move some National Bank (NA-T) funds over to this bank? If you want to make a switch, TD makes more sense than National. It has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

Toronto Dominion (TD-T)
August 16, 2017

Move some National Bank (NA-T) funds over to this bank? If you want to make a switch, TD makes more sense than National. It has more US exposure. However, he would rather you buy a US bank, such as Citigroup (C-N), J.P. Morgan (JPM-N) or Bank of America (BAC-N).

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$63.950
Owned
Unknown