Latest Expert Opinions

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COMMENT
COMMENT
January 16, 2018

Lithium, a number of years ago, was very, very popular. Then the lithium market pretty much died. It’s now coming back because of cars. He doesn't know this company, but in this field you have to be wary.

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Lithium, a number of years ago, was very, very popular. Then the lithium market pretty much died. It’s now coming back because of cars. He doesn't know this company, but in this field you have to be wary.

COMMENT
COMMENT
January 16, 2018

There are no Canadian banks he is interested in. They've had a phenomenal run. He can see how people might want to buy into the Preferreds. An area he is looking at more and more are preferred shares, as a defensive option. At some point, markets are going to get hit badly, and preferreds are a good place to go, especially if you can buy them under the issue price.

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Toronto Dominion (TD-T)
January 16, 2018

There are no Canadian banks he is interested in. They've had a phenomenal run. He can see how people might want to buy into the Preferreds. An area he is looking at more and more are preferred shares, as a defensive option. At some point, markets are going to get hit badly, and preferreds are a good place to go, especially if you can buy them under the issue price.

SELL
SELL
January 16, 2018

A huge, huge toymaker. It had a phenomenal run, but has pulled back, but it’s not that far off historical highs. Insiders own about 10%, which is quite a bit in a company this size, but they've been selling a lot of shares, which is a negative indicator. Pays a good dividend. Makes money year after year after year, but has a big huge debt load. He would like to see them pay part of that off. The toy industry can be very cyclical. If he owned this, he would be selling it.

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Hasbro Inc (HAS-Q)
January 16, 2018

A huge, huge toymaker. It had a phenomenal run, but has pulled back, but it’s not that far off historical highs. Insiders own about 10%, which is quite a bit in a company this size, but they've been selling a lot of shares, which is a negative indicator. Pays a good dividend. Makes money year after year after year, but has a big huge debt load. He would like to see them pay part of that off. The toy industry can be very cyclical. If he owned this, he would be selling it.

TOP PICK
TOP PICK
January 16, 2018

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

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Quarterhill Inc (QTRH-T)
January 16, 2018

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

TOP PICK
TOP PICK
January 16, 2018

In 2 areas, wealth management via Richardson Securities and in commodities in terms of raising capital for mining organizations. A little over a year ago, they bought First Energy which got them into oil and gas, but now have also moved into cyber currencies, and into marijuana, 2 fast growing fields. Last quarter, they lost about $2.8 million, and revenues went down about 21%. Thinks this could be a very good year for them. A lot of their competition has fallen by the wayside and a lot have merged.

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In 2 areas, wealth management via Richardson Securities and in commodities in terms of raising capital for mining organizations. A little over a year ago, they bought First Energy which got them into oil and gas, but now have also moved into cyber currencies, and into marijuana, 2 fast growing fields. Last quarter, they lost about $2.8 million, and revenues went down about 21%. Thinks this could be a very good year for them. A lot of their competition has fallen by the wayside and a lot have merged.

TOP PICK
TOP PICK
January 16, 2018

A big company in wealth management and insurance, based in Holland. It seems to be undergoing a turnaround and is gaining some momentum. They are in many countries and has a big operation in the US. Dividend yield of 4.3%. (Analysts' price target is $6.45.)

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Aegon N.V. (AEG-N)
January 16, 2018

A big company in wealth management and insurance, based in Holland. It seems to be undergoing a turnaround and is gaining some momentum. They are in many countries and has a big operation in the US. Dividend yield of 4.3%. (Analysts' price target is $6.45.)

PARTIAL SELL
PARTIAL SELL
January 16, 2018

A very solid, up-and-coming Canadian tech company that is pretty established in their niche, and just emerging into profitability. However, the near-term opportunity is gone. It is probably into a 2-3 year period of backfilling of valuation now. They are going to have to produce some profits to backfill the $10 billion valuation they've received. He would look elsewhere. If you own, consider taking a few profits.

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Shopify Inc. (SHOP-T)
January 16, 2018

A very solid, up-and-coming Canadian tech company that is pretty established in their niche, and just emerging into profitability. However, the near-term opportunity is gone. It is probably into a 2-3 year period of backfilling of valuation now. They are going to have to produce some profits to backfill the $10 billion valuation they've received. He would look elsewhere. If you own, consider taking a few profits.

Alex Ruus

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Price
$139.130
Owned
Unknown