Latest Expert Opinions

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Opinion
Expert
VAGUE
VAGUE
April 9, 2018

It is one of the better oil stocks. As a global investor he needs to know what is the best opportunities. Oil in Canada was a thing of the past. But they have oil that is nearer to where it is needed in Canada. They have some of the best light oil resource in Canada; have a strong management team and low debt. The end game for a mid-cap has to be acquisition. We used to sell everything we had to the US but now they have enough. Politicians should have had the foresight 10 years ago.

It is one of the better oil stocks. As a global investor he needs to know what is the best opportunities. Oil in Canada was a thing of the past. But they have oil that is nearer to where it is needed in Canada. They have some of the best light oil resource in Canada; have a strong management team and low debt. The end game for a mid-cap has to be acquisition. We used to sell everything we had to the US but now they have enough. Politicians should have had the foresight 10 years ago.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$5.750
Owned
Unknown
BUY
BUY
April 9, 2018

This business makes small acquisitions that are incremental. They have high margins and high returns. They think very long term. He does not think it is properly appreciated.

Winpak Ltd. (WPK-T)
April 9, 2018

This business makes small acquisitions that are incremental. They have high margins and high returns. They think very long term. He does not think it is properly appreciated.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$46.910
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick Aug 2, 2016, Up 46%) It changed its name. The merger acquisition transaction was quite complicated. It was one of the most value creating transactions he has seen. It is now DXC-T.

(A Top Pick Aug 2, 2016, Up 46%) It changed its name. The merger acquisition transaction was quite complicated. It was one of the most value creating transactions he has seen. It is now DXC-T.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$69.010
Owned
No
PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick Aug 2, 2016, Down 17%) Putting Boots into Walgreens has been quite a challenge. Still a well run business and a cheap stock.

(A Top Pick Aug 2, 2016, Down 17%) Putting Boots into Walgreens has been quite a challenge. Still a well run business and a cheap stock.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$62.850
Owned
No
PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick Aug 2, 2016, Up 17%) They benefited from Trump. They suffered write downs and losses from Uber loans last year. But it is still an interesting business.

(A Top Pick Aug 2, 2016, Up 17%) They benefited from Trump. They suffered write downs and losses from Uber loans last year. But it is still an interesting business.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$135.340
Owned
Yes
HOLD
HOLD
April 9, 2018

They are the cheapest producer and worry about the product further through delivery. They have a diversity of market. He is sticking with it.

They are the cheapest producer and worry about the product further through delivery. They have a diversity of market. He is sticking with it.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$22.240
Owned
Yes
DON'T BUY
DON'T BUY
April 9, 2018

Exceptional world class business. He finds auto parts challenging. However they are well run and are a good performing stock.

Martinrea (MRE-T)
April 9, 2018

Exceptional world class business. He finds auto parts challenging. However they are well run and are a good performing stock.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$15.830
Owned
No