Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
April 12, 2018

This did meet his criteria. Continue to collect the dividends.

This did meet his criteria. Continue to collect the dividends.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$13.160
Owned
Yes
BUY
BUY
April 12, 2018

He does not have exposure to this sector but keeps an eye on it. The sector as a whole is solid. The video game sector is relatively recession proof.

He does not have exposure to this sector but keeps an eye on it. The sector as a whole is solid. The video game sector is relatively recession proof.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$97.840
Owned
No
BUY
BUY
April 12, 2018

One of the stronger retailers in Canada. They meet his criteria for high return on equity. He thinks it is a good entry point. They are more reasonably priced this year than last because of higher earnings. They are adding stores and are an incredibly well run company. Possibly add to the position.

One of the stronger retailers in Canada. They meet his criteria for high return on equity. He thinks it is a good entry point. They are more reasonably priced this year than last because of higher earnings. They are adding stores and are an incredibly well run company. Possibly add to the position.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$34.750
Owned
No
TOP PICK
TOP PICK
April 12, 2018

It has turned the corner. The stock price still does not reflect the opportunities and financials. They have a fair amount of debt to pay down. They are extremely undervalued. As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

It has turned the corner. The stock price still does not reflect the opportunities and financials. They have a fair amount of debt to pay down. They are extremely undervalued. As long as they continue to execute this turnaround, it could easily be in the $2.50 to $3 range.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.570
Owned
Yes
BUY
BUY
April 12, 2018

He likes the name. They just bought it as it dipped down with softer earnings. Trading at 17 forward earnings. There are other retailer names that he likes better. They are the lower price leader. Some movement to the upside but he wouldn’t hold it for a very long-term period.

Walmart Inc (WMT-N)
April 12, 2018

He likes the name. They just bought it as it dipped down with softer earnings. Trading at 17 forward earnings. There are other retailer names that he likes better. They are the lower price leader. Some movement to the upside but he wouldn’t hold it for a very long-term period.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$85.430
Owned
Yes
PARTIAL SELL
PARTIAL SELL
April 12, 2018

He doesn’t have any name in the software gaming space. Trading at 3 times PEG ratio with 10% growth rate. Valuation is a little stretched. If you have a profit on this one you might want to put a stop-loss on this one.

He doesn’t have any name in the software gaming space. Trading at 3 times PEG ratio with 10% growth rate. Valuation is a little stretched. If you have a profit on this one you might want to put a stop-loss on this one.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$97.840
Owned
No
BUY
BUY
April 12, 2018

He doesn’t own it. They have a Brazilian company in the portfolio now called Vale SA (VALE-N). Materials do well in this later stage of the cycle. Copper is doing well. (Analysts’ price target is $42)

He doesn’t own it. They have a Brazilian company in the portfolio now called Vale SA (VALE-N). Materials do well in this later stage of the cycle. Copper is doing well. (Analysts’ price target is $42)

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$32.900
Owned
No