Latest Expert Opinions

Signal
Opinion
Expert
SELL
SELL
September 25, 2017

Another extremely expensive, high growth stock. They are migrating up the food chain to larger companies. It is priced for perfection. Another company could complete with them. If you have made nice money he would take the money and run.

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Shopify Inc. (SHOP-T)
September 25, 2017

Another extremely expensive, high growth stock. They are migrating up the food chain to larger companies. It is priced for perfection. Another company could complete with them. If you have made nice money he would take the money and run.

BUY WEAKNESS
BUY WEAKNESS
September 25, 2017

A core position for a long time for him. He buys more on dips. They should be able to grow for many years to come. The dividend is in US$ and should continue to grow.

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A core position for a long time for him. He buys more on dips. They should be able to grow for many years to come. The dividend is in US$ and should continue to grow.

BUY WEAKNESS
BUY WEAKNESS
September 25, 2017

It has been thriving. It is an extremely well managed and well capitalized company. Their business is growing dramatically. Buy it whenever it is below book value.

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Equitable Group (EQB-T)
September 25, 2017

It has been thriving. It is an extremely well managed and well capitalized company. Their business is growing dramatically. Buy it whenever it is below book value.

BUY WEAKNESS
BUY WEAKNESS
September 25, 2017

One of his top positions. He bought more below $12. It is an expensive stock in a fast growing space. It is the only safe way to play the aging demographic.

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Savaria Corp (SIS-T)
September 25, 2017

One of his top positions. He bought more below $12. It is an expensive stock in a fast growing space. It is the only safe way to play the aging demographic.

DON'T BUY
DON'T BUY
September 25, 2017

He used to own it a long time ago. It stalled out and he sold. It is finally getting traction again. They are trying to diversify the business. If they lose a big contract it could really impact the results. The dividend is safe. He would like to buy it much more cheaply but he would not buy at these levels.

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Calian Group Ltd (CGY-T)
September 25, 2017

He used to own it a long time ago. It stalled out and he sold. It is finally getting traction again. They are trying to diversify the business. If they lose a big contract it could really impact the results. The dividend is safe. He would like to buy it much more cheaply but he would not buy at these levels.

BUY
BUY
September 25, 2017

It is not interest rate sensitive. There are big moats around the business. They are modernizing several of their plants and can increase their margins going forward. It is in a consolidation phase as new plants come online. You will have to wait a few quarters if you get in.

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K-Bro Linen Inc (KBL-T)
September 25, 2017

It is not interest rate sensitive. There are big moats around the business. They are modernizing several of their plants and can increase their margins going forward. It is in a consolidation phase as new plants come online. You will have to wait a few quarters if you get in.

PAST TOP PICK
PAST TOP PICK
September 25, 2017

(Top Pick Sep 22/16, Down 54%) They hit a bit of a speed bump as a lot of theatres are upgrading their seats to reclining ones. They have adapted their product and so should recover over the next few quarters. He thinks there is a deal coming with AMC theatres as they are now advertizing that they use DBO-T seats. It is a great time to buy.

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D-Box Technologies (DBO-T)
September 25, 2017

(Top Pick Sep 22/16, Down 54%) They hit a bit of a speed bump as a lot of theatres are upgrading their seats to reclining ones. They have adapted their product and so should recover over the next few quarters. He thinks there is a deal coming with AMC theatres as they are now advertizing that they use DBO-T seats. It is a great time to buy.