Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 9, 2018

It's burning through cash, has very high debt, is underdelivering and recently Elon Musk snapped at caller questions. Red flags are everywhere. They still haven't nailed down their level three entry-level car. Definitely don't buy.

It's burning through cash, has very high debt, is underdelivering and recently Elon Musk snapped at caller questions. Red flags are everywhere. They still haven't nailed down their level three entry-level car. Definitely don't buy.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$306.850
Owned
Unknown
DON'T BUY
DON'T BUY
May 9, 2018

He's taken aback by its high multiple and with how fast it's grown. He's skeptical when companies grow this quickly. He applauds there being a Canadian tech company, because there are so few, but there's no room for error. One earnings miss will hurt them badly.

He's taken aback by its high multiple and with how fast it's grown. He's skeptical when companies grow this quickly. He applauds there being a Canadian tech company, because there are so few, but there's no room for error. One earnings miss will hurt them badly.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$187.600
Owned
Unknown
COMMENT
COMMENT
May 9, 2018

It's done better than expected. Relies on consumers spending thousands on a coat, but he's impressed they've expanded their product line. Caveat: their multiple is high, and he's wary of high multiples in the retail space.

It's done better than expected. Relies on consumers spending thousands on a coat, but he's impressed they've expanded their product line. Caveat: their multiple is high, and he's wary of high multiples in the retail space.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$48.080
Owned
Unknown
BUY
BUY
May 9, 2018

Likes it. A lot of companies, like banks, have outdated computer systems--which CGI updated--so there's a long runway of growth for CGI. He's held this for a long while.

Likes it. A lot of companies, like banks, have outdated computer systems--which CGI updated--so there's a long runway of growth for CGI. He's held this for a long while.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$77.780
Owned
Yes
DON'T BUY
DON'T BUY
May 9, 2018

They get lumped in with other companies over with cord-cutting fears, but Disney is better positioned given their theme parks and movies. However, segments like ESPN have seen pressure. Overall, avoid this.

They get lumped in with other companies over with cord-cutting fears, but Disney is better positioned given their theme parks and movies. However, segments like ESPN have seen pressure. Overall, avoid this.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$99.970
Owned
Unknown
DON'T BUY
DON'T BUY
May 9, 2018

They capitalized early on the athletic leisure trend, but can they continue to command consumer interest at the prices they charge? Competitors charge lower prices for similar product--and consumers are fickle.

They capitalized early on the athletic leisure trend, but can they continue to command consumer interest at the prices they charge? Competitors charge lower prices for similar product--and consumers are fickle.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$98.960
Owned
Unknown
BUY
BUY
May 9, 2018

There are many strong catalysts going forward: their Cloud, Amazon Prime and, especially now, advertising segments. A solid stock.

There are many strong catalysts going forward: their Cloud, Amazon Prime and, especially now, advertising segments. A solid stock.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$1608.000
Owned
Unknown