Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 29, 2018

He met the company a few years ago and follows it on the side. They acquired mum and pop kinds of brands and are trying to consolidate the industry. They are up against giants in each space. They will have to invest heavily in advertizing. He passed on it.

He met the company a few years ago and follows it on the side. They acquired mum and pop kinds of brands and are trying to consolidate the industry. They are up against giants in each space. They will have to invest heavily in advertizing. He passed on it.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$1.510
Owned
Unknown
COMMENT
COMMENT
January 29, 2018

They were a healthy food ingredient company and then got into the marijuana space.

They were a healthy food ingredient company and then got into the marijuana space.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$4.110
Owned
Unknown
TOP PICK
TOP PICK
January 29, 2018

He just bought 5% of the company. They have huge growth potential over the next 25 years. They are one of the world leaders in this business. The stock is dirt cheap. There is little analyst coverage. (Analysts’ target: $5.25).

He just bought 5% of the company. They have huge growth potential over the next 25 years. They are one of the world leaders in this business. The stock is dirt cheap. There is little analyst coverage. (Analysts’ target: $5.25).

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.820
Owned
Yes
PARTIAL SELL
PARTIAL SELL
January 29, 2018

HR.UN-T vs. CHR.UN-T. Hang onto CSH.UN-T. They are both AMZN-Q proof. Tenants pay rent so they are not long term leases like elsewhere in the REIT space. He would lighten up on HR.UN-T

HR.UN-T vs. CHR.UN-T. Hang onto CSH.UN-T. They are both AMZN-Q proof. Tenants pay rent so they are not long term leases like elsewhere in the REIT space. He would lighten up on HR.UN-T

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$21.170
Owned
Unknown
BUY
BUY
January 29, 2018

HR.UN-T vs. CHR.UN-T. Hang onto CSH.UN-T. They are both AMZN-Q proof. Tenants pay rent so they are not long term leases like elsewhere in the REIT space. He would lighten up on HR.UN-T

HR.UN-T vs. CHR.UN-T. Hang onto CSH.UN-T. They are both AMZN-Q proof. Tenants pay rent so they are not long term leases like elsewhere in the REIT space. He would lighten up on HR.UN-T

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$15.770
Owned
Unknown
TOP PICK
TOP PICK
January 29, 2018

They are an orphaned retail REIT and AMZN-Q proof. Shoppers Drug Mart. It is a very well managed company. (Analysts’ target: $4.90).

They are an orphaned retail REIT and AMZN-Q proof. Shoppers Drug Mart. It is a very well managed company. (Analysts’ target: $4.90).

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$4.270
Owned
Yes
TOP PICK
TOP PICK
January 29, 2018

Half the market cap is BMO-T shares. It is a cheap way of playing BMO-T and you get their money management business at a big discount.

Half the market cap is BMO-T shares. It is a cheap way of playing BMO-T and you get their money management business at a big discount.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$26.500
Owned
Yes