Latest Expert Opinions

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Opinion
Expert
DON'T BUY
DON'T BUY
July 24, 2018

This stock ranks well in the 700 stocks in his dividend-stock database, but its near-term cash flow is negative, in comparison to 3-year and 5-year cash flow growth which have been OK. In contrast, Rogers ranks as an OK-to-buy stock in his system.

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Telus Corp (T-T)
July 24, 2018

This stock ranks well in the 700 stocks in his dividend-stock database, but its near-term cash flow is negative, in comparison to 3-year and 5-year cash flow growth which have been OK. In contrast, Rogers ranks as an OK-to-buy stock in his system.

COMMENT
COMMENT
July 24, 2018

He met with them a month ago. They have a trial underway in Northern Ontario, delivering packages that are less than 10 pounds. The stock has been going sideways while people wait to see whether the trials are successful. He thinks success is a sure thing. They’re also moving to much bigger drones that can carry a skid-sized container (up to 2500 pounds) for long distances. Thus they will be able to provide delivery services for a company like Amazon, of mail for Canada Post, and of medical or food supplies to remote communities.

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He met with them a month ago. They have a trial underway in Northern Ontario, delivering packages that are less than 10 pounds. The stock has been going sideways while people wait to see whether the trials are successful. He thinks success is a sure thing. They’re also moving to much bigger drones that can carry a skid-sized container (up to 2500 pounds) for long distances. Thus they will be able to provide delivery services for a company like Amazon, of mail for Canada Post, and of medical or food supplies to remote communities.

BUY
BUY
July 24, 2018

Comparing Canadian Tire (CTC/A-T) and Dollarama (DOL-T). He sees Dollarama as the one you throw in a box and look at it 3 years later. The stock is expensive, but it continues to show 11% sales growth and 12% earnings growth. They have more room to grow in Canada and their international division provides further significant growth opportunity. Over a long-term time frame, he expects Dollarama to do quite well.

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Comparing Canadian Tire (CTC/A-T) and Dollarama (DOL-T). He sees Dollarama as the one you throw in a box and look at it 3 years later. The stock is expensive, but it continues to show 11% sales growth and 12% earnings growth. They have more room to grow in Canada and their international division provides further significant growth opportunity. Over a long-term time frame, he expects Dollarama to do quite well.

COMMENT
COMMENT
July 24, 2018

Comparing Canadian Tire (CTC/A-T) and Dollarama (DOL-T). He sees Dollarama as the one you throw in a box and look at it 3 years later. The stock is expensive, but it continues to show 11% sales growth and 12% earnings growth. They have more room to grow in Canada and their international division provides further significant growth opportunity. Over a long-term time frame, he expects Dollarama to do quite well.

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Comparing Canadian Tire (CTC/A-T) and Dollarama (DOL-T). He sees Dollarama as the one you throw in a box and look at it 3 years later. The stock is expensive, but it continues to show 11% sales growth and 12% earnings growth. They have more room to grow in Canada and their international division provides further significant growth opportunity. Over a long-term time frame, he expects Dollarama to do quite well.

BUY
BUY
July 24, 2018

This company is an antenna specialist. It just acquired two other companies in its space. He sees great opportunity for Baylin in the 5G telecom rollout because it requires a huge number of small devices with sophisticated antennas.

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This company is an antenna specialist. It just acquired two other companies in its space. He sees great opportunity for Baylin in the 5G telecom rollout because it requires a huge number of small devices with sophisticated antennas.

BUY
BUY
July 24, 2018

He has worked as a consultant for this company for over a year. They continue to work on their CapitalCube service, which is doing well, and on improving their AI-based offerings. They can provide automated analysis of small companies that are underfollowed, which makes them attractive to Thomson Reuters. They have fintech opportunities with some very large banks around the world. They acquired a Boston-based company that is growing well. They have also developed extreme interest in a workflow product for dispatching workers and vehicles, to improve workforce efficiency.

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He has worked as a consultant for this company for over a year. They continue to work on their CapitalCube service, which is doing well, and on improving their AI-based offerings. They can provide automated analysis of small companies that are underfollowed, which makes them attractive to Thomson Reuters. They have fintech opportunities with some very large banks around the world. They acquired a Boston-based company that is growing well. They have also developed extreme interest in a workflow product for dispatching workers and vehicles, to improve workforce efficiency.

COMMENT
COMMENT
July 24, 2018

Route1 provides security services to companies, including letting you safely use your computer in a public place, like a cafe, and letting you totally delete the contents of a laptop at a distance. He uses this company’s services. They are also using their technology as a basis for expanding into new areas, providing potential growth over the next year. He has owned the stock in the past, doesn’t own it now, but sees a lot of potential.

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Route 1 Inc. (ROI-X)
July 24, 2018

Route1 provides security services to companies, including letting you safely use your computer in a public place, like a cafe, and letting you totally delete the contents of a laptop at a distance. He uses this company’s services. They are also using their technology as a basis for expanding into new areas, providing potential growth over the next year. He has owned the stock in the past, doesn’t own it now, but sees a lot of potential.