Latest Expert Opinions

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
August 28, 2018

Had a sharp run, then a sharp pullback. Technically it looks good here. You could buy it here. But he doesn't know this company well.

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Had a sharp run, then a sharp pullback. Technically it looks good here. You could buy it here. But he doesn't know this company well.

TOP PICK
TOP PICK
August 28, 2018

Oversold now and an erratic chart. The founder should have kept his mouth shut, so the stock's come down to 2014 level. A buy and a hold here. (Analysts' price target: $51.08)

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Oversold now and an erratic chart. The founder should have kept his mouth shut, so the stock's come down to 2014 level. A buy and a hold here. (Analysts' price target: $51.08)

TOP PICK
TOP PICK
August 28, 2018

An ugly chart, long out of favour, at 2013-14 levels. The risk is to the upside. The first stop is $95. Also, there's no reason tobaccp companies can't get into cannabis. (Analysts' price target: $93.58)

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An ugly chart, long out of favour, at 2013-14 levels. The risk is to the upside. The first stop is $95. Also, there's no reason tobaccp companies can't get into cannabis. (Analysts' price target: $93.58)

TOP PICK
TOP PICK
August 28, 2018

Plenty of upside as we approach NAFTA talks and a resolution. Otherwise, it's cheap name. The firs stop is $65 to the upside. Any hopeful NAFTA news will lift this. (Analysts' price target: $79.06)

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Linamar Corp (LNR-T)
August 28, 2018

Plenty of upside as we approach NAFTA talks and a resolution. Otherwise, it's cheap name. The firs stop is $65 to the upside. Any hopeful NAFTA news will lift this. (Analysts' price target: $79.06)

PAST TOP PICK
PAST TOP PICK
August 28, 2018

(Past Top Pick, June 25, 2018, Up 5%) Disappointed it didn't reach the $50's by now, given how the U.S. economy is doing. It should be moving up.

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Morgan Stanley (MS-N)
August 28, 2018

(Past Top Pick, June 25, 2018, Up 5%) Disappointed it didn't reach the $50's by now, given how the U.S. economy is doing. It should be moving up.

PAST TOP PICK
PAST TOP PICK
August 28, 2018

(Past Top Pick, June 25, 2018, Down 11%) A real disappointment. He's throwing in the towel. They make cars in India.

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Tata Motors Ltd. (TTM-N)
August 28, 2018

(Past Top Pick, June 25, 2018, Down 11%) A real disappointment. He's throwing in the towel. They make cars in India.

BUY
BUY
August 28, 2018

He’s bullish on it. It took a big hit on its first quarterly announcement. The second quarter was fine. The problem was the spike in oil prices. They have a problem keeping up with a rapid price rise, but a quarter later they have caught up and the stock has come back. He thinks the electric vehicle infrastructure will take a lot longer than the market anticipates, which gives Couche-Tard a longer time to adapt. He expects them to turn in nice cash flows under their current model for at least a decade. Headwinds? (a) sharply rising energy prices over the short term; (b) reduced driving miles, as a social trend; (c) currency risk, because they are effectively long the US dollar, though this is currently a tailwind for them; and (d) changing habits of their customers such as increased cigarette regulation.

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He’s bullish on it. It took a big hit on its first quarterly announcement. The second quarter was fine. The problem was the spike in oil prices. They have a problem keeping up with a rapid price rise, but a quarter later they have caught up and the stock has come back. He thinks the electric vehicle infrastructure will take a lot longer than the market anticipates, which gives Couche-Tard a longer time to adapt. He expects them to turn in nice cash flows under their current model for at least a decade. Headwinds? (a) sharply rising energy prices over the short term; (b) reduced driving miles, as a social trend; (c) currency risk, because they are effectively long the US dollar, though this is currently a tailwind for them; and (d) changing habits of their customers such as increased cigarette regulation.