Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 2, 2018

A coffee decaffeinater and distributor. There is a lot to like about this company. Has a pretty strong balance sheet and pays about a 4% dividend, which look sustainable. Coffee prices are falling, which means you have higher volumes and higher purchases from distributors. They’re building a new plant expansion, which won't be finished for another 1.5 years. As an investor, you’ll probably have to wait 1.5 years for things to ramp up, so you’ll have to be patient. There isn't any catalyst right now for the next leg of growth.

A coffee decaffeinater and distributor. There is a lot to like about this company. Has a pretty strong balance sheet and pays about a 4% dividend, which look sustainable. Coffee prices are falling, which means you have higher volumes and higher purchases from distributors. They’re building a new plant expansion, which won't be finished for another 1.5 years. As an investor, you’ll probably have to wait 1.5 years for things to ramp up, so you’ll have to be patient. There isn't any catalyst right now for the next leg of growth.

Ryan Modesto
Managing Partner, 5i Research
Price
$6.980
Owned
Unknown
COMMENT
COMMENT
January 2, 2018

He likes this company. It’s a higher growth company in the bus business. His favourite would be New Flyer (NFI-T). The selloff in this is because of a bit of a transition between different shareholders. Earlier on they had more growth oriented shareholders, and maybe a bit more speculative, but now they are getting older and are producing more buses. Shareholders are now probably thinking longer-term. It looks like they are doing all the right things.

He likes this company. It’s a higher growth company in the bus business. His favourite would be New Flyer (NFI-T). The selloff in this is because of a bit of a transition between different shareholders. Earlier on they had more growth oriented shareholders, and maybe a bit more speculative, but now they are getting older and are producing more buses. Shareholders are now probably thinking longer-term. It looks like they are doing all the right things.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.030
Owned
Unknown
COMMENT
COMMENT
January 2, 2018

For a smaller company, it takes time to move a ship. You probably have to wait a year, giving management time to deliver on their strategy and to add value on how they are going to do it. Thinks everything on this is moving in the right direction. The stock is bumping up against all-time highs. This is a name you need to be patient with. He likes the company.

Photon Control (PHO-T)
January 2, 2018

For a smaller company, it takes time to move a ship. You probably have to wait a year, giving management time to deliver on their strategy and to add value on how they are going to do it. Thinks everything on this is moving in the right direction. The stock is bumping up against all-time highs. This is a name you need to be patient with. He likes the company.

Ryan Modesto
Managing Partner, 5i Research
Price
$1.850
Owned
Unknown
WEAK BUY
WEAK BUY
January 2, 2018

This has been quite acquisitive in the past. They have bought numerous storage facilities. He likes the business, because it is low maintenance. This is the only pure play in storage in Canada. In the US, these companies trade at very high multiples. They did a big deal recently, and the debt is quite high. Not his favourite name. If going into this, he would average in over time.

This has been quite acquisitive in the past. They have bought numerous storage facilities. He likes the business, because it is low maintenance. This is the only pure play in storage in Canada. In the US, these companies trade at very high multiples. They did a big deal recently, and the debt is quite high. Not his favourite name. If going into this, he would average in over time.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.750
Owned
Unknown
COMMENT
COMMENT
January 2, 2018

This is krill oil extraction. In August, they had a news release saying they may no longer be able to call themselves a growing concern, essentially a warning there is a security risk now. Recently announced they are going into the cannabis oil business, and the stock surged on the news. There are no revenues yet and they don't have a license, so nothing has really changed. Too speculative for him.

This is krill oil extraction. In August, they had a news release saying they may no longer be able to call themselves a growing concern, essentially a warning there is a security risk now. Recently announced they are going into the cannabis oil business, and the stock surged on the news. There are no revenues yet and they don't have a license, so nothing has really changed. Too speculative for him.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.980
Owned
Unknown
COMMENT
COMMENT
January 2, 2018

A software company that has built a better mouse trap in logistics. Their software is gaining a lot of customers and they are able to grow revenues for their customers. This is a perfect time. Over the long-term, they are in the right space. One of the higher growth companies on the TSX. As long as you understand there will be higher volatility over a 3-year timeframe, he thinks this is going to do well.

Kinaxis Inc (KXS-T)
January 2, 2018

A software company that has built a better mouse trap in logistics. Their software is gaining a lot of customers and they are able to grow revenues for their customers. This is a perfect time. Over the long-term, they are in the right space. One of the higher growth companies on the TSX. As long as you understand there will be higher volatility over a 3-year timeframe, he thinks this is going to do well.

Ryan Modesto
Managing Partner, 5i Research
Price
$75.980
Owned
Unknown
SELL
SELL
January 2, 2018

Fluid storage tanks for the oil sector. Fundamentally, the balance sheet looks pretty good. However, they recently had a quarter that wasn't good. They missed their targets. Their revenue outlook didn't have much positive going on. Also, the CEO is retiring. He doesn't see a whole lot to like in the short and medium term. He would move on from this stock and return when the outlook improves.

Fluid storage tanks for the oil sector. Fundamentally, the balance sheet looks pretty good. However, they recently had a quarter that wasn't good. They missed their targets. Their revenue outlook didn't have much positive going on. Also, the CEO is retiring. He doesn't see a whole lot to like in the short and medium term. He would move on from this stock and return when the outlook improves.

Ryan Modesto
Managing Partner, 5i Research
Price
$11.000
Owned
Unknown