Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 24, 2018

A Chinese company failed to acquire this company. Now you have a lot of uncertainty left in this stock. He would prefer others in this space regardless. You will have a shift in the type of investor that will hold this.

A Chinese company failed to acquire this company. Now you have a lot of uncertainty left in this stock. He would prefer others in this space regardless. You will have a shift in the type of investor that will hold this.

Ryan Modesto
Managing Partner, 5i Research
Price
$14.670
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick Aug 2/18, Up 106%) They made a big acquisition that gave them a big entry into sports betting and the UK market. In the US they are opening up their gambling restrictions. This company is firing on all cylinders.

(A Top Pick Aug 2/18, Up 106%) They made a big acquisition that gave them a big entry into sports betting and the UK market. In the US they are opening up their gambling restrictions. This company is firing on all cylinders.

Ryan Modesto
Managing Partner, 5i Research
Price
$46.530
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick Aug 2/18, Up 9%) It is a slow and steady company but he likes the valuation. They recently increased the dividend 15%. They are good at making small acquisitions. There is a lot of spending going on from government.

(A Top Pick Aug 2/18, Up 9%) It is a slow and steady company but he likes the valuation. They recently increased the dividend 15%. They are good at making small acquisitions. There is a lot of spending going on from government.

Ryan Modesto
Managing Partner, 5i Research
Price
$54.140
Owned
No
PAST TOP PICK
PAST TOP PICK
May 24, 2018

(A Top Pick Aug 2/18, Up 66%) A year ago this company looked a lot messier. They are hitting record backlogs and revenues. The higher valuation is justified by growth.

(A Top Pick Aug 2/18, Up 66%) A year ago this company looked a lot messier. They are hitting record backlogs and revenues. The higher valuation is justified by growth.

Ryan Modesto
Managing Partner, 5i Research
Price
$2.300
Owned
No
BUY
BUY
May 24, 2018

He is not concerned about the distribution because it is a royalty structure. He thinks it is one of the faster growing companies in the space. 3% same store sales growth. Anything with a high dividend is getting beaten up because of interest rate fears.

He is not concerned about the distribution because it is a royalty structure. He thinks it is one of the faster growing companies in the space. 3% same store sales growth. Anything with a high dividend is getting beaten up because of interest rate fears.

Ryan Modesto
Managing Partner, 5i Research
Price
$32.400
Owned
Yes
BUY
BUY
May 24, 2018

It is a higher risk income stock. They sell energy contracts that you can lock into. They have to make more customers than they lose. Their recent quarter looked good and alleviated a lot of concerns that existed with the company.

It is a higher risk income stock. They sell energy contracts that you can lock into. They have to make more customers than they lose. Their recent quarter looked good and alleviated a lot of concerns that existed with the company.

Ryan Modesto
Managing Partner, 5i Research
Price
$7.930
Owned
Unknown
BUY
BUY
May 24, 2018

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.

Altus Group (AIF-T)
May 24, 2018

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.

Ryan Modesto
Managing Partner, 5i Research
Price
$28.970
Owned
Unknown