Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 29, 2018

(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.

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Stella-Jones Inc. (SJ-T)
August 29, 2018

(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.

COMMENT
COMMENT
August 29, 2018

It's one of the best ways to make money in India, but are they smart enough to do it? The jury is still out. Prem Watsa is a smart guy, but is a little more volatile than the market. There are more predictable companies to own.

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It's one of the best ways to make money in India, but are they smart enough to do it? The jury is still out. Prem Watsa is a smart guy, but is a little more volatile than the market. There are more predictable companies to own.

TOP PICK
TOP PICK
August 29, 2018

They've bought a lot of little companies that specialize in "vertical applications" which fulfill a single purpose and do it well. They then divided them into six divisions they manage. They could aquire far more, so they have a big possibility of growth. The street didn't like their last quarter, but investors should look at the long-term: can they use their capital wisely to make these acqusitions? Yes. Based on the past, they are smart acquirers with 31% ROE on these purchases. Smart managers. (0.5% dividend, Analysts' price target: $1,073.58)

Show full opinionHide full opinion

They've bought a lot of little companies that specialize in "vertical applications" which fulfill a single purpose and do it well. They then divided them into six divisions they manage. They could aquire far more, so they have a big possibility of growth. The street didn't like their last quarter, but investors should look at the long-term: can they use their capital wisely to make these acqusitions? Yes. Based on the past, they are smart acquirers with 31% ROE on these purchases. Smart managers. (0.5% dividend, Analysts' price target: $1,073.58)