Latest Expert Opinions

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WATCH
WATCH
July 19, 2018

He has MG-T but owned LNR-T in the past. He likes the size and penetration of MG-T in the market. LNR-T took a bit of a hit recently. It is cheap if you believe trade wars in the auto industry will not happen. It is probably one to look at.

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Linamar Corp (LNR-T)
July 19, 2018

He has MG-T but owned LNR-T in the past. He likes the size and penetration of MG-T in the market. LNR-T took a bit of a hit recently. It is cheap if you believe trade wars in the auto industry will not happen. It is probably one to look at.

DON'T BUY
DON'T BUY
July 19, 2018

It is a great company. He is a value investor so does not over pay for what people are predicting in the future. They have razor thin margins. He thinks today the company has to be perfect going forward to justify this price.

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Amazon.com (AMZN-Q)
July 19, 2018

It is a great company. He is a value investor so does not over pay for what people are predicting in the future. They have razor thin margins. He thinks today the company has to be perfect going forward to justify this price.

HOLD
HOLD
July 19, 2018

He is wondering why it is where it is. SLF-T is on more of a tare than MFC-T. It has a bit to do with the mix of business. He thinks it is worth $30. Sometimes these things happen in the market. He owns it because the market is not efficient. You have to have patience.

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He is wondering why it is where it is. SLF-T is on more of a tare than MFC-T. It has a bit to do with the mix of business. He thinks it is worth $30. Sometimes these things happen in the market. He owns it because the market is not efficient. You have to have patience.

BUY
BUY
July 19, 2018

Great subscriber numbers. It is getting close to what he thinks it should be valued at. Most people don't recognize the value in their sports franchises. It has been stalled out. They have benefits of being part of a great oligopoly.

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Great subscriber numbers. It is getting close to what he thinks it should be valued at. Most people don't recognize the value in their sports franchises. It has been stalled out. They have benefits of being part of a great oligopoly.

BUY
BUY
July 19, 2018

Many brands. They had problems in their supply chains. The stock dropped a lot. There is shareholder activism and they are divesting some underperforming brands. Analysts and the market don’t like it but he is willing to look down the road and if they clean it up it will be worth a lot more.

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Many brands. They had problems in their supply chains. The stock dropped a lot. There is shareholder activism and they are divesting some underperforming brands. Analysts and the market don’t like it but he is willing to look down the road and if they clean it up it will be worth a lot more.

COMMENT
COMMENT
July 19, 2018

He has not had it in his portfolio for the last 5 years. It has not taken off. It might be a good opportunity now but he is not looking at it.

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Power Corp (POW-T)
July 19, 2018

He has not had it in his portfolio for the last 5 years. It has not taken off. It might be a good opportunity now but he is not looking at it.

DON'T BUY
DON'T BUY
July 19, 2018

He has owned it in the past. They had a good run and a year ago put in a plan to cut costs from their business. They have razor thin margins. It is a very competitive business. He does not like to buy these kinds of businesses. EMP-T also has CCR.UN-T REIT but you are in an industry that is so highly competitive with AMZN-Q and so on that it is hard to own it at this price.

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He has owned it in the past. They had a good run and a year ago put in a plan to cut costs from their business. They have razor thin margins. It is a very competitive business. He does not like to buy these kinds of businesses. EMP-T also has CCR.UN-T REIT but you are in an industry that is so highly competitive with AMZN-Q and so on that it is hard to own it at this price.