Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 28, 2018

Sold his shares 6 months ago. It's always been a rich stock. He likes their foot traffic and demand across their various brands. It's not his favourite consumer name. Instead, he prefers McDonald's, or Facebook or a gambling stock. QSR is doing okay, not bad, doing well for shareholders but it's upsetting franchisees (who continue to make money off the brand). It's now not cheap at 22X earnings.

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Sold his shares 6 months ago. It's always been a rich stock. He likes their foot traffic and demand across their various brands. It's not his favourite consumer name. Instead, he prefers McDonald's, or Facebook or a gambling stock. QSR is doing okay, not bad, doing well for shareholders but it's upsetting franchisees (who continue to make money off the brand). It's now not cheap at 22X earnings.

WATCH
WATCH
May 28, 2018

He doesn't like pipelines for their interest-rate sensitivity. This is a decent name, but he wouldn't rush out and buy it. Keep it on your watch list. Below its current $24 share price is not bad.

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He doesn't like pipelines for their interest-rate sensitivity. This is a decent name, but he wouldn't rush out and buy it. Keep it on your watch list. Below its current $24 share price is not bad.

WATCH
WATCH
May 28, 2018

It's expensive now. It has a decent balance sheet and they know what they're doing as they expand. But the stock is stuck around $50 and doesn't excite him. It's dead money. Thin profit margins in this business at 2.9%.

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It's expensive now. It has a decent balance sheet and they know what they're doing as they expand. But the stock is stuck around $50 and doesn't excite him. It's dead money. Thin profit margins in this business at 2.9%.

BUY
BUY
May 28, 2018

It's alwasy been an expensive stock. He doesn't like Canadian tech stocks, but this is an amazing company. They're involved in supply chain management. Their software bolts onto existing companies well. This is a winning story and he likes it.

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Kinaxis Inc (KXS-T)
May 28, 2018

It's alwasy been an expensive stock. He doesn't like Canadian tech stocks, but this is an amazing company. They're involved in supply chain management. Their software bolts onto existing companies well. This is a winning story and he likes it.

COMMENT
COMMENT
May 28, 2018

Knows little about this stock. It looks pricey on the surface with a high multiple, but has a lot of growth ahead. The market likes it. It's not a value stock, but rather a growth/momentum one. Revenues are growing at 45%. This may make money next year.

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Square Inc (SQ-N)
May 28, 2018

Knows little about this stock. It looks pricey on the surface with a high multiple, but has a lot of growth ahead. The market likes it. It's not a value stock, but rather a growth/momentum one. Revenues are growing at 45%. This may make money next year.

DON'T BUY
DON'T BUY
May 28, 2018

He doesn't like gold stocks, and he hasn't looked at this stock in a while. Bitcoin stole buyers of gold and haven't come back. He avoids this sector.

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He doesn't like gold stocks, and he hasn't looked at this stock in a while. Bitcoin stole buyers of gold and haven't come back. He avoids this sector.

DON'T BUY
DON'T BUY
May 28, 2018

It's trading at a 6-year-low, though it's showing good fundamental value. These are capital-rich projects they're involved in, so the ROE is very low, in this case 3%. You buy this for the dividend, which he thinks is safe. Continue to hold it. He's not a fan of interest-sensitive stocks, so no pipelines or utilities.

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Altagas Ltd (ALA-T)
May 28, 2018

It's trading at a 6-year-low, though it's showing good fundamental value. These are capital-rich projects they're involved in, so the ROE is very low, in this case 3%. You buy this for the dividend, which he thinks is safe. Continue to hold it. He's not a fan of interest-sensitive stocks, so no pipelines or utilities.