Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
January 16, 2018

(A Top Pick May 15/17. Up 32%.) Struggled for about 10 years, and then started turning in 2009-2010. They've restructured and jumped on the web business, and things have gone well ever since. Business is accelerating now and it is growing faster than a lot of their historical business models. Still has about a 6% free cash flow yield, that is very attractive for a software company. It’s still undervalued and has another 10%-20% to go.

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Microsoft (MSFT-Q)
January 16, 2018

(A Top Pick May 15/17. Up 32%.) Struggled for about 10 years, and then started turning in 2009-2010. They've restructured and jumped on the web business, and things have gone well ever since. Business is accelerating now and it is growing faster than a lot of their historical business models. Still has about a 6% free cash flow yield, that is very attractive for a software company. It’s still undervalued and has another 10%-20% to go.

DON'T BUY
DON'T BUY
January 16, 2018

Dividend yield of 13.5% since the price plunge. When you see that sort of dividend yield, it usually telegraphs something is coming. There is a transition in the world of entertainment. Unfortunately, it's bad for companies like this. They have a big component in advertising, and the value of that advertising is going down. The concern is that this in secular decline now. Profits are under pressure, and until we see the dividend cut that the stock is telegraphing, it is probably in no man's land and will probably go sideways. Probably not that much downside in the near term, and longer-term it depends on how the fundamentals develop. A lot of people don't want to be there because it is gone from a growth situation to a potential shrinking situation. He would be in no rush to get involved.

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Dividend yield of 13.5% since the price plunge. When you see that sort of dividend yield, it usually telegraphs something is coming. There is a transition in the world of entertainment. Unfortunately, it's bad for companies like this. They have a big component in advertising, and the value of that advertising is going down. The concern is that this in secular decline now. Profits are under pressure, and until we see the dividend cut that the stock is telegraphing, it is probably in no man's land and will probably go sideways. Probably not that much downside in the near term, and longer-term it depends on how the fundamentals develop. A lot of people don't want to be there because it is gone from a growth situation to a potential shrinking situation. He would be in no rush to get involved.

COMMENT
COMMENT
January 16, 2018

The world's largest provider of database software. Historically it’s been a great company. Another good software company that produces a wall of free cash flow. Has had a good run over the last year and is not as cheap as it used to be. Prefers Microsoft (MSFT-Q), but it is a good solid company. As a lot of business evolves to more Web services, they are potentially going to be under pressure. Meanwhile they continue to produce a lot of free cash flow. He would rate this as a Hold to a Weak Buy.

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Oracle (ORCL-N)
January 16, 2018

The world's largest provider of database software. Historically it’s been a great company. Another good software company that produces a wall of free cash flow. Has had a good run over the last year and is not as cheap as it used to be. Prefers Microsoft (MSFT-Q), but it is a good solid company. As a lot of business evolves to more Web services, they are potentially going to be under pressure. Meanwhile they continue to produce a lot of free cash flow. He would rate this as a Hold to a Weak Buy.

COMMENT
COMMENT
January 16, 2018

A long-term holding for him. It underperformed last year despite emerging profitability. The fundamentals are improving. 2018 has the potential to have some very big business developments that should drive the stock upwards. There has been insider buying in the last couple of months, which is a pretty bullish signal.

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A long-term holding for him. It underperformed last year despite emerging profitability. The fundamentals are improving. 2018 has the potential to have some very big business developments that should drive the stock upwards. There has been insider buying in the last couple of months, which is a pretty bullish signal.

COMMENT
COMMENT
January 16, 2018

Out of the FANG stocks, this is probably the one he likes the most. Long-term their position is pretty unassailable. They are the leader in search as well as a number of other businesses. It just continues to grow and put up more and more earnings. Starting to get a little pricey, but is still his favourite, and thinks it will go higher.

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Out of the FANG stocks, this is probably the one he likes the most. Long-term their position is pretty unassailable. They are the leader in search as well as a number of other businesses. It just continues to grow and put up more and more earnings. Starting to get a little pricey, but is still his favourite, and thinks it will go higher.

BUY
BUY
January 16, 2018

A money manager based out of Montreal involved in a number of Institutional high net worth. They've been a continual acquirer of other businesses. Pretty solidly managed, and have done well over time. Recently did a financing to shore up the balance sheet and help pay for some recent acquisitions. At these levels, it is a Buy.

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Fiera Capital Corp (FSZ-T)
January 16, 2018

A money manager based out of Montreal involved in a number of Institutional high net worth. They've been a continual acquirer of other businesses. Pretty solidly managed, and have done well over time. Recently did a financing to shore up the balance sheet and help pay for some recent acquisitions. At these levels, it is a Buy.

Alex Ruus

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Price
$12.940
Owned
Unknown
HOLD
HOLD
January 16, 2018

Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

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Primarily a packaging company and has been a good, long term growth story. It’s had a good run over the last year, but has now come back a bit. He would like to see it come back a little more. It’s a Hold, potentially coming into a Buy area. Dividend yield of 0.8%.

Alex Ruus

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Price
$57.250
Owned
Unknown