Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
April 26, 2018

Own it for a long time. Very cheap. Have great growth prospects. Great tier one ratio of 13%. Trades at 1.2 times book. Regulation is coming down. Yield of 1.3%. They have great franchises. (Analysts’ price target is $34.80)

Bank of America (BAC-N)
April 26, 2018

Own it for a long time. Very cheap. Have great growth prospects. Great tier one ratio of 13%. Trades at 1.2 times book. Regulation is coming down. Yield of 1.3%. They have great franchises. (Analysts’ price target is $34.80)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$30.070
Owned
Yes
TOP PICK
TOP PICK
April 26, 2018

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

Dollar Tree (DLTR-Q)
April 26, 2018

Much cheaper than Dollarama (DOL-T) trading at 16 times earnings. They bought Family Dollar and that didn’t go that well and affected the stock price. There is a little stabilization now. (Analysts’ price target is $111.54)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$96.930
Owned
Yes
TOP PICK
TOP PICK
April 26, 2018

Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. (Analysts’ price target is $94.75)

Great Canadian company. California Closets, College Pro Painters are some of their brands. They are also in the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. Very good story in the US. (Analysts’ price target is $94.75)

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$90.620
Owned
Yes