Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 25, 2017

(Top Pick Sep 22/16, Up 6%) Their volume of containers has expanded significantly. Their environmental business has record backlogs. It is a great entry point and he has been buying more. Very high barriers to entry. It is an infrastructure pay on two fronts.

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Logistec Corp (LGT.B-T)
September 25, 2017

(Top Pick Sep 22/16, Up 6%) Their volume of containers has expanded significantly. Their environmental business has record backlogs. It is a great entry point and he has been buying more. Very high barriers to entry. It is an infrastructure pay on two fronts.

PAST TOP PICK
PAST TOP PICK
September 25, 2017

(Top Pick Sep 22/16, Down 4%) The world leader in nuclear valves but they make all sorts of valves. They were hit by the slowdown in the oil industry. They are a classic value trade. There is a lot of undervalued real estate on the books. It is possible the company could get sold one day. He owns it for the long run as things slowly begin to turn around.

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Velan Inc (VLN-T)
September 25, 2017

(Top Pick Sep 22/16, Down 4%) The world leader in nuclear valves but they make all sorts of valves. They were hit by the slowdown in the oil industry. They are a classic value trade. There is a lot of undervalued real estate on the books. It is possible the company could get sold one day. He owns it for the long run as things slowly begin to turn around.

TOP PICK
TOP PICK
September 25, 2017

They have about 40% of the market. They disclosed there are up to 31k subscribers. They just went public in June. They are full of cash and now increasing their distribution facility in Montreal 10 fold. They will open a facility out west next year. It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home. They have great management. (Analysts’ target: $2.63).

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They have about 40% of the market. They disclosed there are up to 31k subscribers. They just went public in June. They are full of cash and now increasing their distribution facility in Montreal 10 fold. They will open a facility out west next year. It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home. They have great management. (Analysts’ target: $2.63).

TOP PICK
TOP PICK
September 25, 2017

An infrastructure play. They provide services and equipment to inspect waste water, oil and gas pipes. It was overvalued for many years. They had had some integration issues with acquisitions. Margins are growing and costs are under control. (Analysts’ target: $6.50).

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Pure Technologies Ltd (PUR-T)
September 25, 2017

An infrastructure play. They provide services and equipment to inspect waste water, oil and gas pipes. It was overvalued for many years. They had had some integration issues with acquisitions. Margins are growing and costs are under control. (Analysts’ target: $6.50).

TOP PICK
TOP PICK
September 25, 2017

The new CEO wants to implement a growth strategy. They just acquired a Maple Syrup products exporter, the biggest in the world. You should see a re-rating of the stock to a growth stock. (Analysts’ target: $7.00).

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Rogers Sugar Inc (RSI-T)
September 25, 2017

The new CEO wants to implement a growth strategy. They just acquired a Maple Syrup products exporter, the biggest in the world. You should see a re-rating of the stock to a growth stock. (Analysts’ target: $7.00).

HOLD
HOLD
September 25, 2017

He has never owned it but has followed it. They are transitioning out of a tough sector. They have done a great job in a tough space. The stock has performed tremendously well. It remains to be seen if they can become a force in packaging. He would certainly hold onto it if he owned it. He owns two others.

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He has never owned it but has followed it. They are transitioning out of a tough sector. They have done a great job in a tough space. The stock has performed tremendously well. It remains to be seen if they can become a force in packaging. He would certainly hold onto it if he owned it. He owns two others.

WEAK BUY
WEAK BUY
September 25, 2017

It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They are quite undervalued. It remains to be seen how fast they can grow the company from here. There is some good long term value creation in the name.

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ECN Capital (ECN-T)
September 25, 2017

It was a spinoff of Element Financial. He buys when it dips below $4. They are getting into lending for home renovations. They are quite undervalued. It remains to be seen how fast they can grow the company from here. There is some good long term value creation in the name.