Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 10, 2018

A very steady packaging and distribution business. The payout ratio is lower than 50% and they have targeted higher than that. There should not be much impact from the NAFTA negotiations.

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A very steady packaging and distribution business. The payout ratio is lower than 50% and they have targeted higher than that. There should not be much impact from the NAFTA negotiations.

DON'T BUY
DON'T BUY
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

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Facebook (FB-Q)
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

DON'T BUY
DON'T BUY
September 10, 2018

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

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Aurora Cannabis (ACB-T)
September 10, 2018

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

DON'T BUY
DON'T BUY
September 10, 2018

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

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Aphria Inc (APHA-T)
September 10, 2018

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

BUY
BUY
September 10, 2018

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

Show full opinionHide full opinion

ACB-T vs. APH-T. The sector is highly volatile. APH-T is possibly a little higher quality and there have been rumours around them getting a large investment from a strategic player. TRST-T is the one he holds and is the best way to play this sector.

BUY
BUY
September 10, 2018

He still likes it. They are a leading liquor retailer and will get into Cannabis. They will be getting into Ontario as well as where they are in Alberta. They generate free cash flow and earnings already. It is a stealth way to play the cannabis sector.

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Alcanna (CLIQ-T)
September 10, 2018

He still likes it. They are a leading liquor retailer and will get into Cannabis. They will be getting into Ontario as well as where they are in Alberta. They generate free cash flow and earnings already. It is a stealth way to play the cannabis sector.

DON'T BUY
DON'T BUY
September 10, 2018

The glory days are probably gone. They have done a lot to repair the balance sheet and improve liquidity. Banks are becoming more competitive in this business.

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Home Capital Group (HCG-T)
September 10, 2018

The glory days are probably gone. They have done a lot to repair the balance sheet and improve liquidity. Banks are becoming more competitive in this business.