Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 7, 2018

Booking.com has become the core of the growth of this company. Their main target area is Europe. They have 1.5 million signed up lodgings and book a million bookings a day. (Analysts’ target: $2504.70).

Booking.com has become the core of the growth of this company. Their main target area is Europe. They have 1.5 million signed up lodgings and book a million bookings a day. (Analysts’ target: $2504.70).

Gordon Reid
President, GoodReid Investment Counsel
Price
$2131.980
Owned
Yes
TOP PICK
TOP PICK
June 7, 2018

A third of it is in aerospace. They also do precision materials. 15 times earnings and a very stable, predictable grower. (Analysts’ target: $173.94).

A third of it is in aerospace. They also do precision materials. 15 times earnings and a very stable, predictable grower. (Analysts’ target: $173.94).

Gordon Reid
President, GoodReid Investment Counsel
Price
$152.090
Owned
Yes
COMMENT
COMMENT
June 7, 2018

90% of its revenue comes from China, a monopoly, which is a big plus. This company is growing rapidly and they want to expand internationally which is harder. They also want to grow their Cloud business. Thei Alipay is a popular payment system used across China. This could add value to Alibaba. There's good growth potential here. But it's not a cheap stock and expect volatility.

90% of its revenue comes from China, a monopoly, which is a big plus. This company is growing rapidly and they want to expand internationally which is harder. They also want to grow their Cloud business. Thei Alipay is a popular payment system used across China. This could add value to Alibaba. There's good growth potential here. But it's not a cheap stock and expect volatility.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$203.620
Owned
No
COMMENT
COMMENT
June 7, 2018

It's focused in Latin America, a good growth profile for BNS, but there's risk and volatility in these countries. The banking systems in those countries are less mature and have weaker governance. BNS has done a good job trimming costs and made several big asset purchases like MD Management. It's a good company.

It's focused in Latin America, a good growth profile for BNS, but there's risk and volatility in these countries. The banking systems in those countries are less mature and have weaker governance. BNS has done a good job trimming costs and made several big asset purchases like MD Management. It's a good company.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$76.180
Owned
Unknown
COMMENT
COMMENT
June 7, 2018

They have a great, rapidly growing franchise in Asia and a good one in Canada, but their John Hancock operation has been difficult for them, dragging on their ROE. They need to exit--or do something with--Hancock, which is the root of
their problems. If they do, their stock will go up. They should sell Hancock and reinvest in Asia. The rest of their operations are doing gangbusters.

They have a great, rapidly growing franchise in Asia and a good one in Canada, but their John Hancock operation has been difficult for them, dragging on their ROE. They need to exit--or do something with--Hancock, which is the root of
their problems. If they do, their stock will go up. They should sell Hancock and reinvest in Asia. The rest of their operations are doing gangbusters.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$24.750
Owned
Unknown
BUY
BUY
June 7, 2018

It was tied to the PC market, but took a long time to transition into cars. Trades at 14x earnings and pays a 2.2% dividend. It's executing well these days. Good company.

Intel (INTC-Q)
June 7, 2018

It was tied to the PC market, but took a long time to transition into cars. Trades at 14x earnings and pays a 2.2% dividend. It's executing well these days. Good company.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$55.880
Owned
Unknown
BUY
BUY
June 7, 2018

He's long owned this. It's a good company and well-run. Has one of the best retail franchises in Canada while in American they continue to grow. Good dividend yield. Great earnings this quarter and likely this year. Expect better earnings from their U.S. operations. Looking ahead for 5-10 years, technology will drive down costs for them and will at some point reduce the number of branches.

He's long owned this. It's a good company and well-run. Has one of the best retail franchises in Canada while in American they continue to grow. Good dividend yield. Great earnings this quarter and likely this year. Expect better earnings from their U.S. operations. Looking ahead for 5-10 years, technology will drive down costs for them and will at some point reduce the number of branches.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$75.620
Owned
Yes