Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 7, 2018

Want to wait for them to start flying, to see if they can do it. It’s not an easy business. Comes down to management. You might be OK, but there are easier ways to make money.

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Canada Jetlines Ltd (JET-X)
September 7, 2018

Want to wait for them to start flying, to see if they can do it. It’s not an easy business. Comes down to management. You might be OK, but there are easier ways to make money.

DON'T BUY
DON'T BUY
September 7, 2018

Likes management, it’s smart. But you’ve missed it. You have to get in early, wait for the pop, and then sell. Wait and see if they can deliver numbers. Until they do, you don’t want to be long.

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Friday Night Inc. (TGIF-CN)
September 7, 2018

Likes management, it’s smart. But you’ve missed it. You have to get in early, wait for the pop, and then sell. Wait and see if they can deliver numbers. Until they do, you don’t want to be long.

HOLD
HOLD
September 7, 2018

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

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Photon Control (PHO-T)
September 7, 2018

Nice little tech company and nice tendency to surprise investors. OK to hold and not worry about the short-term fluctuations. Where it is now, at 20x forward earnings, is a reasonable price.

HOLD
HOLD
September 7, 2018

One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

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One of the best run tech companies. Growth by acquisition. Not cheap at 35x earnings. Beautiful chart. Top-drawer management. If you’re not worried about the valuation, it’s fine to own it.

COMMENT
COMMENT
September 7, 2018

Doing good job of trying to backfill ridiculous valuation. There comes a point when someone is going to say “Do you make any money?” Same as the tech boom. Keep this in mind, it’s important.

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Aurora Cannabis (ACB-T)
September 7, 2018

Doing good job of trying to backfill ridiculous valuation. There comes a point when someone is going to say “Do you make any money?” Same as the tech boom. Keep this in mind, it’s important.

COMMENT
COMMENT
September 7, 2018

BUS vs. GPV. Swapped out of BUS for GPV. There’s a lot of money flowing into this space. Some of the emissions scandal money is going to school boards to buy busses. Chart tells him that there’s no rush to get back in. GPV has more upside in the short term. GPV is volatile, but has done well. Also a great management team, who have put a lot of their own money in. Anticipates announcements on GPV’s order book.

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BUS vs. GPV. Swapped out of BUS for GPV. There’s a lot of money flowing into this space. Some of the emissions scandal money is going to school boards to buy busses. Chart tells him that there’s no rush to get back in. GPV has more upside in the short term. GPV is volatile, but has done well. Also a great management team, who have put a lot of their own money in. Anticipates announcements on GPV’s order book.

COMMENT
COMMENT
September 7, 2018

BUS vs. GPV. There’s a lot of money flowing into this space. Some of the emissions scandal money is going to school boards to buy busses. GPV has more upside in the short term. It’s volatile, but has done well. Great management team, who have put a lot of their own money in. Anticipates announcements on GPV’s order book.

Show full opinionHide full opinion

BUS vs. GPV. There’s a lot of money flowing into this space. Some of the emissions scandal money is going to school boards to buy busses. GPV has more upside in the short term. It’s volatile, but has done well. Great management team, who have put a lot of their own money in. Anticipates announcements on GPV’s order book.