Latest Expert Opinions

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Opinion
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COMMENT
COMMENT
December 21, 2017

He’s been sceptical of this company. They’ve put a lot of investment in capital and never really materialized just yet. Nothing wrong with management. They are sitting on this big asset of at least $28B in capital but the return is still negative at the moment. It won’t take much to justify the price as it has been beaten up pretty badly. Even with just a small 5% return on capital, that would justify twice the price it’s trading at. They are definitively in a show me, prove it to me phase.

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He’s been sceptical of this company. They’ve put a lot of investment in capital and never really materialized just yet. Nothing wrong with management. They are sitting on this big asset of at least $28B in capital but the return is still negative at the moment. It won’t take much to justify the price as it has been beaten up pretty badly. Even with just a small 5% return on capital, that would justify twice the price it’s trading at. They are definitively in a show me, prove it to me phase.

COMMENT
COMMENT
December 21, 2017

He thinks the growth from acquisition is going to continue. Doesn’t look like they overpaid too much on their acquisitions. Still generating descent return. Not ridiculously overpriced. Balance sheet is quite good for a company that has done so many acquisitions. Think it’s in pretty good shape.

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He thinks the growth from acquisition is going to continue. Doesn’t look like they overpaid too much on their acquisitions. Still generating descent return. Not ridiculously overpriced. Balance sheet is quite good for a company that has done so many acquisitions. Think it’s in pretty good shape.

COMMENT
COMMENT
December 21, 2017

One of the leader in technology chips for cell phone and other technologies. Has had some weakness in term of performance in the last few years. He think this is still up to be acquired by Broadcom (AVGO-O) which he likes. If he was going to buy this, he would say there is some risk because the returns have slipped a little bit. But because of the potential Broadcom acquisition you could play this and get a little bit of a premium, and get some cash or become a Broadcom shareholder.

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Qualcomm (QCOM-Q)
December 21, 2017

One of the leader in technology chips for cell phone and other technologies. Has had some weakness in term of performance in the last few years. He think this is still up to be acquired by Broadcom (AVGO-O) which he likes. If he was going to buy this, he would say there is some risk because the returns have slipped a little bit. But because of the potential Broadcom acquisition you could play this and get a little bit of a premium, and get some cash or become a Broadcom shareholder.

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

Not too long ago this company was on their short list. They are in trouble. They blown up their balance sheet and the returns are terrible. Hasbro (HAS-Q) has put up a potential bid out there and it would make a lot of sense. Your best hope is that buyout. It’s too risky. Maybe they will just wait for them to go bankrupt and pick the assets. They are really not in great shape.

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Mattel (MAT-Q)
December 21, 2017

Not too long ago this company was on their short list. They are in trouble. They blown up their balance sheet and the returns are terrible. Hasbro (HAS-Q) has put up a potential bid out there and it would make a lot of sense. Your best hope is that buyout. It’s too risky. Maybe they will just wait for them to go bankrupt and pick the assets. They are really not in great shape.

COMMENT
COMMENT
December 21, 2017

A good little Canadian story.This company is outstanding compared to Mattel (MAT-Q) or Hasbro (HAS-Q). The return on capital is 41%. Very strong balance sheet, valuation looks good. He really likes this company.

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Spin Master Corp (TOY-T)
December 21, 2017

A good little Canadian story.This company is outstanding compared to Mattel (MAT-Q) or Hasbro (HAS-Q). The return on capital is 41%. Very strong balance sheet, valuation looks good. He really likes this company.

TOP PICK
TOP PICK
December 21, 2017

Construction and infrastructure. Mostly energy, communication, energy and utilities. They are going to get some more business in communication because of the build out of 5G. Looks undervalued, improving their return, good opportunity in communication this year. (Analysts’ price target is $57.)

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Mastec Inc (MTZ-N)
December 21, 2017

Construction and infrastructure. Mostly energy, communication, energy and utilities. They are going to get some more business in communication because of the build out of 5G. Looks undervalued, improving their return, good opportunity in communication this year. (Analysts’ price target is $57.)

TOP PICK
TOP PICK
December 21, 2017

The pet industry is really growing. Producing a 30% return on capital. They are organic and really good producers. (Analysts’ price target is $32.)

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The pet industry is really growing. Producing a 30% return on capital. They are organic and really good producers. (Analysts’ price target is $32.)