Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

Nvidia Corp(NVDA-Q)
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

Genevieve Roch-Decter
Portfolio Manager, LDIC Inc.
Price
$260.170
Owned
Yes
WATCH
WATCH
June 19, 2018

Still likes. Very well run business. Pulled out based on valuation. Rebranding, organics, acquisitions, alternative meat categories, which at 10x EBITDA is fairly valued. Would look to step back in if there’s a sell off.

Still likes. Very well run business. Pulled out based on valuation. Rebranding, organics, acquisitions, alternative meat categories, which at 10x EBITDA is fairly valued. Would look to step back in if there’s a sell off.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$32.230
Owned
No
COMMENT
COMMENT
June 19, 2018

Dominant position in Alberta liquor, which is competitive, so they're diversifying. Trying to acquire licenses in cannabis, which is an interesting opportunity. Liquor business in turnaround mode which will improve over next few years, but market isn't giving value to the cannabis division. Will have a strong position when the licenses come through.

Alcanna(CLIQ-T)
June 19, 2018

Dominant position in Alberta liquor, which is competitive, so they're diversifying. Trying to acquire licenses in cannabis, which is an interesting opportunity. Liquor business in turnaround mode which will improve over next few years, but market isn't giving value to the cannabis division. Will have a strong position when the licenses come through.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.110
Owned
Yes
HOLD
HOLD
June 19, 2018

Get in again for 5 months up to 3 years? One of their favourite investments. Not as cheap as it was. It's a good business, management is executing, and it's in a strong market position. Third largest player globally. Holds contracts globally for lottery tickets, a steady growing market, even in a recession. Poised to continue to grow. Can hold it for the next 3-5 years.

Get in again for 5 months up to 3 years? One of their favourite investments. Not as cheap as it was. It's a good business, management is executing, and it's in a strong market position. Third largest player globally. Holds contracts globally for lottery tickets, a steady growing market, even in a recession. Poised to continue to grow. Can hold it for the next 3-5 years.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$21.720
Owned
Yes
BUY
BUY
June 19, 2018

Diversified in a number of metals, including copper, zinc and met coal. Stock has pulled back recently, as all base metals have based on EM and China weakness. Strong balance sheet, strong cash flow. Conservative way to participate in these areas. (Analyst's price target is $41.)

Diversified in a number of metals, including copper, zinc and met coal. Stock has pulled back recently, as all base metals have based on EM and China weakness. Strong balance sheet, strong cash flow. Conservative way to participate in these areas. (Analyst's price target is $41.)

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$34.960
Owned
Yes
COMMENT
COMMENT
June 19, 2018

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

CSX Corp(CSX-Q)
June 19, 2018

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$64.830
Owned
No
COMMENT
COMMENT
June 19, 2018

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

Rails in general are benefiting from strong economy in North America, especially the US. All these companies have become more efficient, infrastructure plays. Trade wars are a risk. Generally, the rails are a good way to play North American economy.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$107.570
Owned
Unknown