Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 9, 2018

It hasn't done well this year. A low-growth, low-multiple, high-dividend stock. They operate Jazz Airlines and recently lease regional planes--there's potential growth here. An overhang is whether Air Canada will cut Chorus out of its Jazz operations but that's locked into 2025. He thinks this is unlikely.

It hasn't done well this year. A low-growth, low-multiple, high-dividend stock. They operate Jazz Airlines and recently lease regional planes--there's potential growth here. An overhang is whether Air Canada will cut Chorus out of its Jazz operations but that's locked into 2025. He thinks this is unlikely.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$7.830
Owned
Unknown
TOP PICK
TOP PICK
May 9, 2018

It had a great report today. Strong secural growth drivers in reducing emissions for carmakers and the move to e-cars. Messy now with the recent spin-out, but they will do well in the next few years (Analysts' price target $60.13)

It had a great report today. Strong secural growth drivers in reducing emissions for carmakers and the move to e-cars. Messy now with the recent spin-out, but they will do well in the next few years (Analysts' price target $60.13)

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$49.480
Owned
Yes
TOP PICK
TOP PICK
May 9, 2018

One of the three major US drug distributors. Partnered with Walgreens to buy drugs from manufacturers in bulk, then sell to pharmacies and hospitals at profit. Trades at a low multiple. The industry has challenges: generic pricing has been soft and declining, but that's stabilizing now to ABC's margins. ABC has the highest exposure among its peers to specialty pharmaceuticals which are growing faster at higher margins. Their contracts are set through 2020. (Analysts' price target $103.87)

One of the three major US drug distributors. Partnered with Walgreens to buy drugs from manufacturers in bulk, then sell to pharmacies and hospitals at profit. Trades at a low multiple. The industry has challenges: generic pricing has been soft and declining, but that's stabilizing now to ABC's margins. ABC has the highest exposure among its peers to specialty pharmaceuticals which are growing faster at higher margins. Their contracts are set through 2020. (Analysts' price target $103.87)

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$84.720
Owned
Yes
TOP PICK
TOP PICK
May 9, 2018

Three segments: single-family rental homes; buy large plots of land, develop and sell them; develop and rent luxury apartment buildings. They're exposed to strong-growth areas like the Sunbelt states (FLA, TX, CA) which is growing faster than the rest of the U.S. Continues to trade at a discount to its NAV--the market isn't paying attention to their success. (Analysts' price target $13.18)

Three segments: single-family rental homes; buy large plots of land, develop and sell them; develop and rent luxury apartment buildings. They're exposed to strong-growth areas like the Sunbelt states (FLA, TX, CA) which is growing faster than the rest of the U.S. Continues to trade at a discount to its NAV--the market isn't paying attention to their success. (Analysts' price target $13.18)

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$10.020
Owned
Yes