Latest Expert Opinions

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PAST TOP PICK
PAST TOP PICK
July 25, 2018

(A Past Top Pick on July 26, 2017, Down 38%) They developed a hardware that goes into fleets. They just announced they added another carrier to their approved list. The stock appears to be recovering after a decline. They're six months behind where he thought they'd be. Has trimmed his holding. He'll wait and see before adding more.

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(A Past Top Pick on July 26, 2017, Down 38%) They developed a hardware that goes into fleets. They just announced they added another carrier to their approved list. The stock appears to be recovering after a decline. They're six months behind where he thought they'd be. Has trimmed his holding. He'll wait and see before adding more.

COMMENT
COMMENT
July 25, 2018

A fantastic Canadian story. They continue to deliver on revenue growth. One knock is it's always very expensive using traditional metrics, as short sellers note. He's owned it in the past and wish he still did.

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Shopify Inc. (SHOP-T)
July 25, 2018

A fantastic Canadian story. They continue to deliver on revenue growth. One knock is it's always very expensive using traditional metrics, as short sellers note. He's owned it in the past and wish he still did.

COMMENT
COMMENT
July 25, 2018

They continue to execute and build their business, but the market hasn't recongized it. It's trading at less than book, really cheap. The market maybe concerned if they do an equity issue. Has owned it in the past.

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They continue to execute and build their business, but the market hasn't recongized it. It's trading at less than book, really cheap. The market maybe concerned if they do an equity issue. Has owned it in the past.

COMMENT
COMMENT
July 25, 2018

It's challenging to figure out this sector not. He thinks there'll be a ramp up to the October legalization. There'll be more details on the extract market later this year to propel the stock higher. He's worried that more companies are going public to attract a finite nunber of ivnestment dollars. He's been cautious on the stock, and is picking his spots
within the overall sector.

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It's challenging to figure out this sector not. He thinks there'll be a ramp up to the October legalization. There'll be more details on the extract market later this year to propel the stock higher. He's worried that more companies are going public to attract a finite nunber of ivnestment dollars. He's been cautious on the stock, and is picking his spots
within the overall sector.

COMMENT
COMMENT
July 25, 2018

Likes it alot. They've had issues with past management, but the new one is expanding the business. They do pressure controls of the inside of semi-conductors. They're giving guidance of doubling EBITDA over three years. If they exeuctue, there's a lot of room to rise.

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Likes it alot. They've had issues with past management, but the new one is expanding the business. They do pressure controls of the inside of semi-conductors. They're giving guidance of doubling EBITDA over three years. If they exeuctue, there's a lot of room to rise.

BUY
BUY
July 25, 2018

He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

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He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

BUY
BUY
July 25, 2018

They started to do Beta testing on this new software, then starting onboarding clients. The stock had ran up, then recently pulled back. Then, they ran into delays onboarding clients due to a hardware issue They should be back on track now. This will generate huge cash flow as they add subscribers; it will continue to grow as in-home patient services grows.

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They started to do Beta testing on this new software, then starting onboarding clients. The stock had ran up, then recently pulled back. Then, they ran into delays onboarding clients due to a hardware issue They should be back on track now. This will generate huge cash flow as they add subscribers; it will continue to grow as in-home patient services grows.