Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 14, 2018

They will be benefiting for decades to come so it is a good time to buy Telcos in Canada in general. T-T is a pure play and BCE-T isn't a pure play but he owns both. BCE-T have the best assets in Canada. He shied away from Rogers (RCI.B-T). There is churn and customer service that has to be improved. When it is beaten up it is probably not a bad time to buy it but he prefers the other two companies.

BCE Inc. (BCE-T)
June 14, 2018

They will be benefiting for decades to come so it is a good time to buy Telcos in Canada in general. T-T is a pure play and BCE-T isn't a pure play but he owns both. BCE-T have the best assets in Canada. He shied away from Rogers (RCI.B-T). There is churn and customer service that has to be improved. When it is beaten up it is probably not a bad time to buy it but he prefers the other two companies.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$54.310
Owned
Yes
BUY
BUY
June 14, 2018

Telcos all over the world are investing in technology. This is one of the leading companies in antennas. They will be a huge beneficiary for the next couple of decades in upgrades. It has been a Top Pick quite recently.

Telcos all over the world are investing in technology. This is one of the leading companies in antennas. They will be a huge beneficiary for the next couple of decades in upgrades. It has been a Top Pick quite recently.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.400
Owned
Unknown
DON'T BUY
DON'T BUY
June 14, 2018

It trades at a lofty valuation. He would not buy it but these things can defy gravity for years to come. There may be a lot of churn in the business. Red flags were raised by them financiering some companies in the tech business. These things come down hard and fast if things don't work out.

Shopify Inc. (SHOP-T)
June 14, 2018

It trades at a lofty valuation. He would not buy it but these things can defy gravity for years to come. There may be a lot of churn in the business. Red flags were raised by them financiering some companies in the tech business. These things come down hard and fast if things don't work out.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$220.210
Owned
Unknown
BUY
BUY
June 14, 2018

Seats for movie theatres. They also make them for simulation in other industrial applications. They have been releasing better and better results and no analyst has caught on to it. They have huge customers in Canada. It is only a matter of time when these seats catch on in Canada.

Seats for movie theatres. They also make them for simulation in other industrial applications. They have been releasing better and better results and no analyst has caught on to it. They have huge customers in Canada. It is only a matter of time when these seats catch on in Canada.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.265
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 14, 2018

It is a core position for him and they benefit from aging demographics. They are a well managed company with good margins. On any weakness it is a good buy.

Savaria Corp (SIS-T)
June 14, 2018

It is a core position for him and they benefit from aging demographics. They are a well managed company with good margins. On any weakness it is a good buy.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$16.500
Owned
Yes
DON'T BUY
DON'T BUY
June 14, 2018

You never really hear about it. It has been around for a long time and it has done well. It is a phenomenally well run company. It trades at a lofty multiple but they do a good job of buying these small companies and doing well.

You never really hear about it. It has been around for a long time and it has done well. It is a phenomenally well run company. It trades at a lofty multiple but they do a good job of buying these small companies and doing well.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$30.710
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
June 14, 2018

(A Top Pick Jun. 26/17, Down 3%) They have been investing heavily in new plant and equipment. This is a great entry point. They are lowering their costs. They have 30% of the Canadian market and the next biggest player is very weak. There are one time start up costs. This is when you want to invest in these kinds of companies. This is a great entry point and he added to his position recently. You get a great dividend while you wait for higher margins.

(A Top Pick Jun. 26/17, Down 3%) They have been investing heavily in new plant and equipment. This is a great entry point. They are lowering their costs. They have 30% of the Canadian market and the next biggest player is very weak. There are one time start up costs. This is when you want to invest in these kinds of companies. This is a great entry point and he added to his position recently. You get a great dividend while you wait for higher margins.

Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$37.900
Owned
Yes