Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 9, 2018

Restaurant kitchen equipment manufacturer that ventured into residential brands. They own 30-40 commercial equipment brands. They are not a customer facing brand so no one knows of them. They have done 15-20% compounding growth. He thinks they will continue to compound at these rates over a multi year period. (Analysts’ target: $139.86).

Restaurant kitchen equipment manufacturer that ventured into residential brands. They own 30-40 commercial equipment brands. They are not a customer facing brand so no one knows of them. They have done 15-20% compounding growth. He thinks they will continue to compound at these rates over a multi year period. (Analysts’ target: $139.86).

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$123.330
Owned
Yes
TOP PICK
TOP PICK
April 9, 2018

The biggest Berger King franchisee in Brazil. They want to be dominant in food service and QSR-T in brazil. 15-20% growth. Low leverage. They are going to sell more Canadian brands into Brazil. (Analysts’ target: BRL21.25).

BK Brazil (BKBR3-BZ)
April 9, 2018

The biggest Berger King franchisee in Brazil. They want to be dominant in food service and QSR-T in brazil. 15-20% growth. Low leverage. They are going to sell more Canadian brands into Brazil. (Analysts’ target: BRL21.25).

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
April 9, 2018

They have a durable cash flow that can compound over a multi-year period. They have 2.5 times debt to cash flow. It is finally really cheap. Low payout ratio, 4.9% dividend. (Analysts’ target: $41.00).

Keyera Corp (KEY-T)
April 9, 2018

They have a durable cash flow that can compound over a multi-year period. They have 2.5 times debt to cash flow. It is finally really cheap. Low payout ratio, 4.9% dividend. (Analysts’ target: $41.00).

Greg Dean
Principal & Portfolio Manager, Cambridge Global Asset Management
Price
$34.340
Owned
Yes
BUY
BUY
April 9, 2018

A cyclical stock. Aluminum is in a sweet spot as the Chinese cut back on capacity. There'll be a premium of aluminum prices. Rent, don't buy this stock. There could be share buybacks and dividend increases next year. Earnings will
double in the next three years.

Alcoa (AA-N)
April 9, 2018

A cyclical stock. Aluminum is in a sweet spot as the Chinese cut back on capacity. There'll be a premium of aluminum prices. Rent, don't buy this stock. There could be share buybacks and dividend increases next year. Earnings will
double in the next three years.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$50.620
Owned
Yes
DON'T BUY
DON'T BUY
April 9, 2018

It has struggled. Investment banking last year drove this company; they also the rode and cannabis and blackchain wave. Not a cheap stock. Don't add here. They're in a tough world of small caps with limited capital. They've done
fantastically well with cannabis, so kudos for them.

It has struggled. Investment banking last year drove this company; they also the rode and cannabis and blackchain wave. Not a cheap stock. Don't add here. They're in a tough world of small caps with limited capital. They've done
fantastically well with cannabis, so kudos for them.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$6.360
Owned
Unknown
DON'T BUY
DON'T BUY
April 9, 2018

He wouldn't buy Canadian banks though they've defied gravity. If we see a housing slowdown, who knows? He may step in when this stock is more attractive. As for the fintech threats to this sector, RBC is already investigating fintech which is smart.

Royal Bank (RY-T)
April 9, 2018

He wouldn't buy Canadian banks though they've defied gravity. If we see a housing slowdown, who knows? He may step in when this stock is more attractive. As for the fintech threats to this sector, RBC is already investigating fintech which is smart.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$98.040
Owned
Unknown
DON'T BUY
DON'T BUY
April 9, 2018

An underperformer for years. He owns a few US banks, but not this one. This is still struggling on the execution front. Morgan Stanley performs better.

CitiGroup (C-N)
April 9, 2018

An underperformer for years. He owns a few US banks, but not this one. This is still struggling on the execution front. Morgan Stanley performs better.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$69.440
Owned
No