Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
May 8, 2018

He loves this stock. It moved up a while ago and keeps firing on all cylinders. He read a research report recently that indicated an upside of $27--assuming the demand for cars stays strong.

Martinrea (MRE-T)
May 8, 2018

He loves this stock. It moved up a while ago and keeps firing on all cylinders. He read a research report recently that indicated an upside of $27--assuming the demand for cars stays strong.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$17.190
Owned
Yes
HOLD
HOLD
May 8, 2018

ACB paid a premium to the market price, hoping that it will become a distributor. That has not happened yet. The market price has not risen to the price ACB paid. This company is a former income trust. Like all other income trusts, they neglected their CAPEX. Their starting to do maintenance on their stores now, making them look better. The new management team will spend a lot of money on this. It will be messy for several quarters. Longer term, after they clean up their stores and the Alberta economy picks up again, will be a good holding. The dividend is not high enough to make the stock exciting for investors while they wait, so he doesn’t own it, but if he did own it, he wouldn’t be in a rush to sell it. If they do start to distribute marijuana, the stock will pop.

Alcanna (CLIQ-T)
May 8, 2018

ACB paid a premium to the market price, hoping that it will become a distributor. That has not happened yet. The market price has not risen to the price ACB paid. This company is a former income trust. Like all other income trusts, they neglected their CAPEX. Their starting to do maintenance on their stores now, making them look better. The new management team will spend a lot of money on this. It will be messy for several quarters. Longer term, after they clean up their stores and the Alberta economy picks up again, will be a good holding. The dividend is not high enough to make the stock exciting for investors while they wait, so he doesn’t own it, but if he did own it, he wouldn’t be in a rush to sell it. If they do start to distribute marijuana, the stock will pop.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$9.550
Owned
No
WAIT
WAIT
May 8, 2018

Done right, furniture is a great business. Most of them are private because they generate so much cash that they don’t need to go public. Leon’s is one of the best furniture businesses in the country. However, the furniture business is cyclical with the housing market. To the extent that housing purchases or renovations might slow down, this company will suffer. At this time, investors should wait to buy it later. It is a great business, but the cycle is turning.

Done right, furniture is a great business. Most of them are private because they generate so much cash that they don’t need to go public. Leon’s is one of the best furniture businesses in the country. However, the furniture business is cyclical with the housing market. To the extent that housing purchases or renovations might slow down, this company will suffer. At this time, investors should wait to buy it later. It is a great business, but the cycle is turning.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$17.700
Owned
Unknown
WAIT
WAIT
May 8, 2018

He would not buy it at this price because the Alberta economy is not yet recovering. There is some infrastructure spending underway now, but that will eventually peter out and sales of pickup trucks will slow down. ACQ makes its biggest money on expensive pickup trucks and associated insurance; there isn’t enough money to afford many new ones. There is a large supply of used pickup trucks that hurt the market for new truck sales.

He would not buy it at this price because the Alberta economy is not yet recovering. There is some infrastructure spending underway now, but that will eventually peter out and sales of pickup trucks will slow down. ACQ makes its biggest money on expensive pickup trucks and associated insurance; there isn’t enough money to afford many new ones. There is a large supply of used pickup trucks that hurt the market for new truck sales.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$17.340
Owned
No
COMMENT
COMMENT
May 8, 2018

This has one of the best charts that he’s seen in a long time. He believes that companies that hit new 52-week highs keep hitting new ones. The valuation is not a bargain, but people will buy expensive stocks if they like the story. He doesn’t own it but wishes he did. He wouldn’t buy it now because he feels like he missed the right time to buy when he sees a chart like this. Buying now might be a good idea, but he can’t bring himself to do it.

This has one of the best charts that he’s seen in a long time. He believes that companies that hit new 52-week highs keep hitting new ones. The valuation is not a bargain, but people will buy expensive stocks if they like the story. He doesn’t own it but wishes he did. He wouldn’t buy it now because he feels like he missed the right time to buy when he sees a chart like this. Buying now might be a good idea, but he can’t bring himself to do it.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$63.250
Owned
No
DON'T BUY
DON'T BUY
May 8, 2018

He used to own this. The CEO he knew suddenly and abruptly resigned. They brought a new CEO but then there were reimbursement problems. Their balance sheet is not pristine. Centric doesn’t look like a quick fix.

He used to own this. The CEO he knew suddenly and abruptly resigned. They brought a new CEO but then there were reimbursement problems. Their balance sheet is not pristine. Centric doesn’t look like a quick fix.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$0.255
Owned
No
COMMENT
COMMENT
May 8, 2018

He loves the management team and used to own a lot more of this stock. It has proved very difficult to generate results from this type of app. In the short term, they have a lot of problems to fix.

He loves the management team and used to own a lot more of this stock. It has proved very difficult to generate results from this type of app. In the short term, they have a lot of problems to fix.

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$0.150
Owned
Yes