Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
June 13, 2018

He still owns this. They had some hardware issues for products that offer diabetes monitoring. Their recent earnings have been hinting at weaker operations as they could only recognize 2 months of revenue. It is underfollowed and he thinks there is still great growth opportunity with a long runway. He intends to continue to hold it.

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He still owns this. They had some hardware issues for products that offer diabetes monitoring. Their recent earnings have been hinting at weaker operations as they could only recognize 2 months of revenue. It is underfollowed and he thinks there is still great growth opportunity with a long runway. He intends to continue to hold it.

BUY
BUY
June 13, 2018

He owns this since $7. They make lifts for homes and elevators. He likes their acquisitions and sees good organic growth. It is not super cheap here, but he likes the demographic play overall. It is one of the only publically traded companies in the space.

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Savaria Corp (SIS-T)
June 13, 2018

He owns this since $7. They make lifts for homes and elevators. He likes their acquisitions and sees good organic growth. It is not super cheap here, but he likes the demographic play overall. It is one of the only publically traded companies in the space.

HOLD
HOLD
June 13, 2018

The airline business is very competitive. Route expansions and higher oil prices are creating headwinds. He would not recommend buying more right now. They are well managed. It may not be a bad time to enter, but the space is difficult to make this a long term hold.

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The airline business is very competitive. Route expansions and higher oil prices are creating headwinds. He would not recommend buying more right now. They are well managed. It may not be a bad time to enter, but the space is difficult to make this a long term hold.

DON'T BUY
DON'T BUY
June 13, 2018

This company makes black boxes for the airlines. They have been around for a while, but the stock has not done well as trials with airlines have not been successful. He has held off buying until they get more traction with sales. They are too small to get into the big airlines.

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This company makes black boxes for the airlines. They have been around for a while, but the stock has not done well as trials with airlines have not been successful. He has held off buying until they get more traction with sales. They are too small to get into the big airlines.

HOLD
HOLD
June 13, 2018

People often rent for a few months, but hold it two or three times longer than planned. He owns it and sees good growth opportunity that will allow the share price to grow into the relatively expensive multiples. If you continue to hold, the earnings growth will grow into the price and the stock will look cheap. Tuck it away and hold on.

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People often rent for a few months, but hold it two or three times longer than planned. He owns it and sees good growth opportunity that will allow the share price to grow into the relatively expensive multiples. If you continue to hold, the earnings growth will grow into the price and the stock will look cheap. Tuck it away and hold on.

DON'T BUY
DON'T BUY
June 13, 2018

He does not know this story well and it is a very illiquid stock. For his fund, it is simply too small to hold. He was impressed with the management team.

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He does not know this story well and it is a very illiquid stock. For his fund, it is simply too small to hold. He was impressed with the management team.

HOLD
HOLD
June 13, 2018

A small micro-cap name that he holds that has been disappointing. They have done a good job on recent acquisitions, however, he has yet to see margin expansion. On a price to sales level it trades cheaply, but on an EBIDA basis it is too expensive. They will eventually get taken out he thinks.

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A small micro-cap name that he holds that has been disappointing. They have done a good job on recent acquisitions, however, he has yet to see margin expansion. On a price to sales level it trades cheaply, but on an EBIDA basis it is too expensive. They will eventually get taken out he thinks.