Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 9, 2018

They have great management. There was hope that the OLD in Ontario would privatize their gaming. They are selling down some of it and GC-T has done very well. They are one of the best operators in Canada.

They have great management. There was hope that the OLD in Ontario would privatize their gaming. They are selling down some of it and GC-T has done very well. They are one of the best operators in Canada.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$33.520
Owned
Yes
DON'T BUY
DON'T BUY
April 9, 2018

Lifts in a lot of accessible vehicles and homes. There is a log runway to make acquisitions. They have not proven they can make acquisitions globally, so he does not own it today.

Savaria Corp (SIS-T)
April 9, 2018

Lifts in a lot of accessible vehicles and homes. There is a log runway to make acquisitions. They have not proven they can make acquisitions globally, so he does not own it today.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$17.480
Owned
No
DON'T BUY
DON'T BUY
April 9, 2018

It is a good story, and a phenomenal stock. They address a large market and grow it. It is quite early days, but it is expensive. He has WIX.

Shopify Inc. (SHOP-T)
April 9, 2018

It is a good story, and a phenomenal stock. They address a large market and grow it. It is quite early days, but it is expensive. He has WIX.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$151.180
Owned
No
WATCH
WATCH
April 9, 2018

A very successful Canadian IPO. They have very materially beaten the numbers. He sold but would buy back at the right price.

A very successful Canadian IPO. They have very materially beaten the numbers. He sold but would buy back at the right price.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$44.130
Owned
No
BUY
BUY
April 9, 2018

He has owned it for a long time. You have to believe in the vision of the CEO. He has built a business that is dominant in the last mile. They also do a lot of Truck load and LTL here and in the US. He has been able to grow what has made them successful. There is always something that is not going as well as it should. Right now they are trying to fix a previous acquisition and that is what is happening this year. He thinks the CEO will do the right thing. The sum of the parts is bigger than the whole.

He has owned it for a long time. You have to believe in the vision of the CEO. He has built a business that is dominant in the last mile. They also do a lot of Truck load and LTL here and in the US. He has been able to grow what has made them successful. There is always something that is not going as well as it should. Right now they are trying to fix a previous acquisition and that is what is happening this year. He thinks the CEO will do the right thing. The sum of the parts is bigger than the whole.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$33.890
Owned
Yes
WATCH
WATCH
April 9, 2018

He is considering owning it. They have some short term issues, some self inflicted and some market. They just bought an airline.

He is considering owning it. They have some short term issues, some self inflicted and some market. They just bought an airline.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$27.420
Owned
No
BUY
BUY
April 9, 2018

You need to give it a multi-year view. It is not cheap. It solves a complex problem for their customers. It takes a multi-year trial of their software. They have done a really good job of growing at a pace that has allowed them to be profitable. They have met or exceeded his two to three year expectations every year that he has owned it.

Kinaxis Inc (KXS-T)
April 9, 2018

You need to give it a multi-year view. It is not cheap. It solves a complex problem for their customers. It takes a multi-year trial of their software. They have done a really good job of growing at a pace that has allowed them to be profitable. They have met or exceeded his two to three year expectations every year that he has owned it.

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$81.680
Owned
Yes