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COMMENT
COMMENT
June 19, 2018

Hiku is a combined company resulting from the merger of TS Brandco Holdings, Inc. (Tokyo Smoke) and DOJA Cannabis Company. Tokyo Smoke is a set of stores across Canada. Hiku is now merging with WeedMD (WMD-V), which focuses on medicinal cannabis, especially for seniors. Marchand sees a lot of complementarity in the merger and also sees potential in Ontario because the Ford administration is talking about changing Ontario’s dispensary model, which might give Tokyo Smoke a head start in this large market.

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Hiku is a combined company resulting from the merger of TS Brandco Holdings, Inc. (Tokyo Smoke) and DOJA Cannabis Company. Tokyo Smoke is a set of stores across Canada. Hiku is now merging with WeedMD (WMD-V), which focuses on medicinal cannabis, especially for seniors. Marchand sees a lot of complementarity in the merger and also sees potential in Ontario because the Ford administration is talking about changing Ontario’s dispensary model, which might give Tokyo Smoke a head start in this large market.

BUY
BUY
June 19, 2018

This is an aggressive buyer of other companies. They are partnering up with the liquor commission in Alberta and will command a higher premium for their favored access to that market.

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This is an aggressive buyer of other companies. They are partnering up with the liquor commission in Alberta and will command a higher premium for their favored access to that market.

BUY WEAKNESS
BUY WEAKNESS
June 19, 2018

This was the first cryptocurrency miner to go public, via a reverse takeover. They are based in Iceland and expanding to Sweden. These are low-cost power jurisdictions, which gives HIVE an advantage. They have a great management team. The stock has been under a lot of pressure. The downside might be another 30% but long term, these are great assets to own. (Analyst’s price target is $3)

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This was the first cryptocurrency miner to go public, via a reverse takeover. They are based in Iceland and expanding to Sweden. These are low-cost power jurisdictions, which gives HIVE an advantage. They have a great management team. The stock has been under a lot of pressure. The downside might be another 30% but long term, these are great assets to own. (Analyst’s price target is $3)

WATCH
WATCH
June 19, 2018

They have had several management issues, including an interview with the CEO by the Globe that the company disavowed. The Ontario windstorm hurt their crop. These issues have depressed their stock price and may make the company a takeover target. The company does business in Europe as well as Canada. Marchand recommends waiting to see the company execute on the milestones it has set.

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They have had several management issues, including an interview with the CEO by the Globe that the company disavowed. The Ontario windstorm hurt their crop. These issues have depressed their stock price and may make the company a takeover target. The company does business in Europe as well as Canada. Marchand recommends waiting to see the company execute on the milestones it has set.

BUY
BUY
June 19, 2018

This is a way to play the millennial fintech market with a dash of crypto. The stock made its IPO at 10, then pulled back sharply. They have a platform that allows millennials (or anyone else) to get loans, mortgages, and other financial products -- now including a crypto layer. There are 10 million millennials and Mogo has 600,000 (6% of the addressable market). There is a likely tipping point at 10% of the market, so Mogo should add another 400,000 users, and they are on their way there. The company has been able to deliver top line growth, but not big earnings, which has put the stock under pressure. She recommends patience, that in a stock like this, the earnings come eventually.

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This is a way to play the millennial fintech market with a dash of crypto. The stock made its IPO at 10, then pulled back sharply. They have a platform that allows millennials (or anyone else) to get loans, mortgages, and other financial products -- now including a crypto layer. There are 10 million millennials and Mogo has 600,000 (6% of the addressable market). There is a likely tipping point at 10% of the market, so Mogo should add another 400,000 users, and they are on their way there. The company has been able to deliver top line growth, but not big earnings, which has put the stock under pressure. She recommends patience, that in a stock like this, the earnings come eventually.

TOP PICK
TOP PICK
June 19, 2018

This is the largest consolidated outpatient imaging in the US. There are about 6500 clinics that provides imaging services on an outpatient basis and RadNet has been consolidating the space. They have a few hundred of these, so there a lot more growth is possible. The private-clinic model is increasingly popular because it provides patients with lower copays. (Analyst’s price target is $16.33)

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RadNet (RDNT-O)
June 19, 2018

This is the largest consolidated outpatient imaging in the US. There are about 6500 clinics that provides imaging services on an outpatient basis and RadNet has been consolidating the space. They have a few hundred of these, so there a lot more growth is possible. The private-clinic model is increasingly popular because it provides patients with lower copays. (Analyst’s price target is $16.33)

TOP PICK
TOP PICK
June 19, 2018

This is positioning itself to become the Amazon and the Uber of the cannabis world, with 20 ecommerce sites across 20 countries. The stock had a huge runup because everyone was excited by the model, but it pulled back. This is a good time to get in. The company has $30 million in cash and will be doing further acquisitions. They have two unique platforms: One is for Namaste MD where patients can get prescriptions. The other, Cannmart, allows patients to buy cannabis online. Namaste will be one of the few licensees that sells cannabis but does not cultivate it. They are awaiting for Health Canada approval (Analyst’s price target is not provided)

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This is positioning itself to become the Amazon and the Uber of the cannabis world, with 20 ecommerce sites across 20 countries. The stock had a huge runup because everyone was excited by the model, but it pulled back. This is a good time to get in. The company has $30 million in cash and will be doing further acquisitions. They have two unique platforms: One is for Namaste MD where patients can get prescriptions. The other, Cannmart, allows patients to buy cannabis online. Namaste will be one of the few licensees that sells cannabis but does not cultivate it. They are awaiting for Health Canada approval (Analyst’s price target is not provided)