Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
December 21, 2017

Circuit boards for airplanes. Earnings have been quite volatile. It is a bit lumpy. They made acquisitions and are trying to get the synergies from them. You have to hold on. The visibility is quite good. There have been quite a few takeouts in that sector. He likes the space and the management team.

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Circuit boards for airplanes. Earnings have been quite volatile. It is a bit lumpy. They made acquisitions and are trying to get the synergies from them. You have to hold on. The visibility is quite good. There have been quite a few takeouts in that sector. He likes the space and the management team.

WATCH
WATCH
December 21, 2017

He exited the story and has not gotten back in. He felt it had had quite a run up and then there was a sell-through issue. He did not know how many sterilizers actually went into hospitals for sterilization. With FDA approval it should put lights and fire under the stock. It is not cheap especially when you don’t have revenue metrics.

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TSO3 Inc (TOS-T)
December 21, 2017

He exited the story and has not gotten back in. He felt it had had quite a run up and then there was a sell-through issue. He did not know how many sterilizers actually went into hospitals for sterilization. With FDA approval it should put lights and fire under the stock. It is not cheap especially when you don’t have revenue metrics.

BUY
BUY
December 21, 2017

It has a ton of cash on the balance sheet. Some think this will be taken out in 2018. They signed a couple of deals and the stock is up today. It is cheap. It will take some time. We need them to ramp up.

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Espial Group (ESP-T)
December 21, 2017

It has a ton of cash on the balance sheet. Some think this will be taken out in 2018. They signed a couple of deals and the stock is up today. It is cheap. It will take some time. We need them to ramp up.

DON'T BUY
DON'T BUY
December 21, 2017

He is not sure why the stock came off. He likes to buy things that trade at NAV or below. He wonders if an institution decided to take this off. There is not a ton of liquidity.

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Knight Therapeutics (GUD-T)
December 21, 2017

He is not sure why the stock came off. He likes to buy things that trade at NAV or below. He wonders if an institution decided to take this off. There is not a ton of liquidity.

BUY
BUY
December 21, 2017

He likes it. It was trading sideways and then broke out. He thinks there is some multiple expansion. The last couple of quarters have gotten better.

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He likes it. It was trading sideways and then broke out. He thinks there is some multiple expansion. The last couple of quarters have gotten better.

DON'T BUY
DON'T BUY
December 21, 2017

Over the last number of years, they’ve been making a lot of acquisitions and raising the amount of their debt. The cash flows from these acquisitions hasn't really come through as had been expected. Debt is very, very high and they need to figure out how to get more cash in their cash flow, so may have to sell off some assets. He would stay away.

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DHX Media (DHX.B-T)
December 21, 2017

Over the last number of years, they’ve been making a lot of acquisitions and raising the amount of their debt. The cash flows from these acquisitions hasn't really come through as had been expected. Debt is very, very high and they need to figure out how to get more cash in their cash flow, so may have to sell off some assets. He would stay away.

COMMENT
COMMENT
December 21, 2017

There was talk of them signing another royalty agreement by year-end, and he is not sure that’s going to come to fruition. Still likes the story and continues to have a half decent position in it.

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There was talk of them signing another royalty agreement by year-end, and he is not sure that’s going to come to fruition. Still likes the story and continues to have a half decent position in it.