Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 26, 2018

Large life insurance in Canada. The Asian business is growing very nicely. The Hancock business in the US is not doing so well and, in his view, that is affecting the price of the stock. Still not very expensive. There is an opportunity to own this.

Large life insurance in Canada. The Asian business is growing very nicely. The Hancock business in the US is not doing so well and, in his view, that is affecting the price of the stock. Still not very expensive. There is an opportunity to own this.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$24.450
Owned
Yes
BUY
BUY
April 26, 2018

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$99.900
Owned
Yes
DON'T BUY
DON'T BUY
April 26, 2018

He wouldn’t own this. Poor execution. Bad customer service. A company that has not executed really well. Not a well run company.

He wouldn’t own this. Poor execution. Bad customer service. A company that has not executed really well. Not a well run company.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$4.020
Owned
Yes
BUY
BUY
April 26, 2018

They have done a great job with the fiber. Great dividend yield. The growth is coming from the wireless side. You will get a 6 to 8% rate of return. There are some parts that you can worry about looking into the future on he media side and the fix line side.

BCE Inc. (BCE-T)
April 26, 2018

They have done a great job with the fiber. Great dividend yield. The growth is coming from the wireless side. You will get a 6 to 8% rate of return. There are some parts that you can worry about looking into the future on he media side and the fix line side.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$54.660
Owned
Yes
COMMENT
COMMENT
April 26, 2018

Lloyds Bank ADS (LYG-N) vs the S&P 500. Lloyds is a British Bank with a strong retail franchise in the US. Probably the S&P 500 could make sense for a retail investor. It is a difficult thing to compare because one is an index and the other is a single stock.

Lloyds Bank ADS (LYG-N) vs the S&P 500. Lloyds is a British Bank with a strong retail franchise in the US. Probably the S&P 500 could make sense for a retail investor. It is a difficult thing to compare because one is an index and the other is a single stock.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$3.610
Owned
_N/A
BUY
BUY
April 26, 2018

Should I buy the stock, or did I miss the boat? They have own it since they started the company. Great bank. Continues to like it. A unique franchise. In the US they are doing very well. Management is very strong. Yield is 3.7%

Toronto Dominion (TD-T)
April 26, 2018

Should I buy the stock, or did I miss the boat? They have own it since they started the company. Great bank. Continues to like it. A unique franchise. In the US they are doing very well. Management is very strong. Yield is 3.7%

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$72.150
Owned
Yes
BUY
BUY
April 26, 2018

An Israeli company that trades in the US. The largest generic pharmaceutical company in the world. They went through a difficult management period after its founder passed away. The important part of the generics is not really the molecule part (if you have smart people you can copy the molecules). The important part is the legal aspect. And here this company is very very strong. It is going to take a while to restructure the company, but they have a great franchise. Over a 3 to 5 years’ time horizon it is a great story to buy.

An Israeli company that trades in the US. The largest generic pharmaceutical company in the world. They went through a difficult management period after its founder passed away. The important part of the generics is not really the molecule part (if you have smart people you can copy the molecules). The important part is the legal aspect. And here this company is very very strong. It is going to take a while to restructure the company, but they have a great franchise. Over a 3 to 5 years’ time horizon it is a great story to buy.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$17.670
Owned
Yes