Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
June 29, 2018

Bought Raging River, multiple is in line, and they have decent growth. Market thinks they overpaid for Raging River, but if you buy good rocks, you’re going to get a good result.

Show full opinionHide full opinion

Bought Raging River, multiple is in line, and they have decent growth. Market thinks they overpaid for Raging River, but if you buy good rocks, you’re going to get a good result.

BUY
BUY
June 29, 2018

Cash harvesting, strong yield, plus decent growth, not too expensive. Cardinal’s good way to play straight-up growth or harvest some yield. Lots of cash flow with the dividend, which doesn’t look like it’s going anywhere except up.

Show full opinionHide full opinion

Cash harvesting, strong yield, plus decent growth, not too expensive. Cardinal’s good way to play straight-up growth or harvest some yield. Lots of cash flow with the dividend, which doesn’t look like it’s going anywhere except up.

COMMENT
COMMENT
June 29, 2018

Future? Produces plant-based medicine. They’re smart, likes the management team because of their pharma experience. Oversupply still to get through, but if you’re willing to look beyond the next year, stick with it. If you’re worried about storm clouds, put your money into a high-yielding energy stock, or another commodity, and then come back in later in 2019.

Show full opinionHide full opinion

Future? Produces plant-based medicine. They’re smart, likes the management team because of their pharma experience. Oversupply still to get through, but if you’re willing to look beyond the next year, stick with it. If you’re worried about storm clouds, put your money into a high-yielding energy stock, or another commodity, and then come back in later in 2019.

DON'T BUY
DON'T BUY
June 29, 2018

Doing right thing in signing supply agreements with Quebec government. Could be a takeout. Doesn’t like that they haven’t signed international agreements, plus the industry is selling off as a whole. He’d stay with the bigger players. Better ways to play the sector.

Show full opinionHide full opinion
Hexo Corp (HEXO-T)
June 29, 2018

Doing right thing in signing supply agreements with Quebec government. Could be a takeout. Doesn’t like that they haven’t signed international agreements, plus the industry is selling off as a whole. He’d stay with the bigger players. Better ways to play the sector.

COMMENT
COMMENT
June 29, 2018

Heard good things about their brand, quality production. Small player, so would hope they can do a joint venture with someone. Branding will be tough with regulations from Ottawa, so strong brand now could pay off.

Show full opinionHide full opinion

Heard good things about their brand, quality production. Small player, so would hope they can do a joint venture with someone. Branding will be tough with regulations from Ottawa, so strong brand now could pay off.

DON'T BUY
DON'T BUY
June 29, 2018

Tourmaline vs. Whitecap ( WCP-T ) Weighting in gas is weighing it down, you’re stuck competing against all the other gas producers. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.

Show full opinionHide full opinion

Tourmaline vs. Whitecap ( WCP-T ) Weighting in gas is weighing it down, you’re stuck competing against all the other gas producers. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.

COMMENT
COMMENT
June 29, 2018

Whitecap vs. Tourmaline (TOU-T) Decent multiple, plus bunch of growth potential, pretty good rocks. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.

Show full opinionHide full opinion

Whitecap vs. Tourmaline (TOU-T) Decent multiple, plus bunch of growth potential, pretty good rocks. Whitecap is a more interesting name because of oil weighting, so they’d choose that one.