Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
July 20, 2018

Owned it for a long time. Technology moved from enterprise to consumer and now going back to enterprise. The cloud is still very small compared to other aspects. Still lots of companies can move and this company is well positioned for that. Generating lots of cash. Good profitability. They are in a sweet spot and continue to do well. They have a lead on the cloud.

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Microsoft (MSFT-Q)
July 20, 2018

Owned it for a long time. Technology moved from enterprise to consumer and now going back to enterprise. The cloud is still very small compared to other aspects. Still lots of companies can move and this company is well positioned for that. Generating lots of cash. Good profitability. They are in a sweet spot and continue to do well. They have a lead on the cloud.

BUY
BUY
July 20, 2018

Very well-run. They owned and sold it. Great business. Can’t go wrong with this.

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Very well-run. They owned and sold it. Great business. Can’t go wrong with this.

TOP PICK
TOP PICK
July 20, 2018

Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31)

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Dollar Tree (DLTR-Q)
July 20, 2018

Much cheaper than other dollar stores trading at 16 times earnings. No dividend. They bought Family Dollar and that didn’t go that well and affected the stock price. They continue to do well. Good growth profile. (Analysts’ price target is $102.31)

TOP PICK
TOP PICK
July 20, 2018

Great Canadian company. California Closets, College Pro Painters are some of their brands. The other business is the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. They can grow. Very good exposure to the US. (Analysts’ price target is $94.75)

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Great Canadian company. California Closets, College Pro Painters are some of their brands. The other business is the property management business. Stock trades at 28 times earnings but it is a very capital light business with no fixed assets. Generate very high free cash flows. They can grow. Very good exposure to the US. (Analysts’ price target is $94.75)

TOP PICK
TOP PICK
July 20, 2018

High barriers to entry. Pricing power. Rational competition. Yield 1.6%. not paying a lot for it. They are solving the customer service problems they had. (Analysts’ price target is $111.28)

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High barriers to entry. Pricing power. Rational competition. Yield 1.6%. not paying a lot for it. They are solving the customer service problems they had. (Analysts’ price target is $111.28)

BUY
BUY
July 20, 2018

Is a lower risk way to gain access to Canadian light oil. He thinks Canada is now the place to be. Predominantly light oil producer. Stock has been lagging. Sees them having about 80% upside at $80 oil. Safe balance sheet. Current valuation is so low.

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Is a lower risk way to gain access to Canadian light oil. He thinks Canada is now the place to be. Predominantly light oil producer. Stock has been lagging. Sees them having about 80% upside at $80 oil. Safe balance sheet. Current valuation is so low.

COMMENT
COMMENT
July 20, 2018

Should get LNG positive approval next Friday. All the signs are there. But will service stocks go up as well?

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Should get LNG positive approval next Friday. All the signs are there. But will service stocks go up as well?