Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
April 26, 2018

He likes all the US banks. Regulations are coming easy for them as opposed to more difficult. Reasonable investment bank arm. He likes other US banks better at the moment though.

CitiGroup (C-N)
April 26, 2018

He likes all the US banks. Regulations are coming easy for them as opposed to more difficult. Reasonable investment bank arm. He likes other US banks better at the moment though.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$69.180
Owned
No
COMMENT
COMMENT
April 26, 2018

Very good auto parts company in Canada. The company is not really a global company. Great balance sheet. Linamar is not really into the electric vehicle. That made some people worry a little bit about the name. They have reasonable good growth.

Linamar Corp (LNR-T)
April 26, 2018

Very good auto parts company in Canada. The company is not really a global company. Great balance sheet. Linamar is not really into the electric vehicle. That made some people worry a little bit about the name. They have reasonable good growth.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$72.730
Owned
No
COMMENT
COMMENT
April 26, 2018

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

Walt Disney (DIS-N)
April 26, 2018

There is an issue with how the purchase of Fox is going to be worked out. Became very convoluted. Still owns all these great franchises. It is a great company but a little complicated right now.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$99.840
Owned
No
PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

(A Top Pick March 8/17 - Up 4%) Sold it 6 months ago. Not because he doesn’t like it but more because they wanted to buy something else.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Up 8%.) The largest private equity company in the world. Has a great dividend yield. A great story. They are not a corporation therefore not on the S&P 500. With the tax changes there are rumors that they will become a corporation and be part of the index and would get a bump.

(A Top Pick March 8/17 - Up 8%.) The largest private equity company in the world. Has a great dividend yield. A great story. They are not a corporation therefore not on the S&P 500. With the tax changes there are rumors that they will become a corporation and be part of the index and would get a bump.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$31.510
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 26, 2018

(A Top Pick March 8/17 - Down 9%.) He likes the model. They basically didn’t like the way management was executing.

AutoCanada Inc. (ACQ-T)
April 26, 2018

(A Top Pick March 8/17 - Down 9%.) He likes the model. They basically didn’t like the way management was executing.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$21.740
Owned
No
BUY
BUY
April 26, 2018

They own the name and he would buy it here. Dividend yield is high. The value of their assets is very good. They are facing some issues with taxes in the US. The stock is under a lot of pressure for this and other issues. Looks very cheap.

Enbridge (ENB-T)
April 26, 2018

They own the name and he would buy it here. Dividend yield is high. The value of their assets is very good. They are facing some issues with taxes in the US. The stock is under a lot of pressure for this and other issues. Looks very cheap.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$37.920
Owned
Yes