Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
July 23, 2018

There is so much concern on quality of earnings and when the companies will be profitable.  He wants to see the industry mature.  He likes it long term.  The health side of this could be revolutionary over the next couple of decades.

There is so much concern on quality of earnings and when the companies will be profitable.  He wants to see the industry mature.  He likes it long term.  The health side of this could be revolutionary over the next couple of decades.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.720
Owned
No
SELL
SELL
July 23, 2018

He thinks they have a lot of valuable real estate and have attempted to monetize it, but even as they have done this, the stock has not made any headway.  The negative secular trend in retail is just too tough.  If they can't get the retail business going then investors may start to question if the real estate is really worth all that much.

Hudson Bay Co.(HBC-T)
July 23, 2018

He thinks they have a lot of valuable real estate and have attempted to monetize it, but even as they have done this, the stock has not made any headway.  The negative secular trend in retail is just too tough.  If they can't get the retail business going then investors may start to question if the real estate is really worth all that much.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$11.500
Owned
Unknown
BUY
BUY
July 23, 2018

The liquor and cannabis businesses are two distinct and different businesses.  CLIQ-T are going through a very extensive renovation this year.  They are doing the right long term thinks in the business but it will impact it short time.  There is great long term upside.

Alcanna(CLIQ-T)
July 23, 2018

The liquor and cannabis businesses are two distinct and different businesses.  CLIQ-T are going through a very extensive renovation this year.  They are doing the right long term thinks in the business but it will impact it short time.  There is great long term upside.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.120
Owned
Unknown
DON'T BUY
DON'T BUY
July 23, 2018

Historically this company has not had a great return on capital.  Returns from reinvestments have never really come.

Historically this company has not had a great return on capital.  Returns from reinvestments have never really come.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$9.410
Owned
No
PARTIAL BUY
PARTIAL BUY
July 23, 2018

Hold or maybe buy more.  It is dominant in electrical transformers.  Businesses overseas are starting to turn around.  Their end markets are all doing very well right now.  It should do well over the next few years.  It checks a lot of the boxes for him.

Hold or maybe buy more.  It is dominant in electrical transformers.  Businesses overseas are starting to turn around.  Their end markets are all doing very well right now.  It should do well over the next few years.  It checks a lot of the boxes for him.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$8.510
Owned
Yes
HOLD
HOLD
July 23, 2018

It has been a great turnaround story.  They paid down a bunch of debt.  It is a stable business.  Everything is going well, but there has been some recent political turmoil and is creating an overhang on the company.  It is hard to know how it is going to play out.

It has been a great turnaround story.  They paid down a bunch of debt.  It is a stable business.  Everything is going well, but there has been some recent political turmoil and is creating an overhang on the company.  It is hard to know how it is going to play out.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$12.170
Owned
Yes
BUY
BUY
July 23, 2018

He generally likes the restaurant royalty business.  The one issue has been the rise in minimum wage.  Generally restaurants are raising prices to offset the minimum wages.  The long term trend is good in the industry is good.

He generally likes the restaurant royalty business.  The one issue has been the rise in minimum wage.  Generally restaurants are raising prices to offset the minimum wages.  The long term trend is good in the industry is good.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$34.100
Owned
No