Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Oct 27/17, Up 6%)  It is an excellent company, getting into US single family rental.  The long term outlook is good but definitely interest rates impacted calculating the net asset value.

Tricon Capital Group(TCN-T)
September 10, 2018

(A Top Pick Oct 27/17, Up 6%)  It is an excellent company, getting into US single family rental.  The long term outlook is good but definitely interest rates impacted calculating the net asset value.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$11.120
Owned
No
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Oct 27/17, Down 24%)  They are operating superbly.  They have gone through a transformation over the last few years.  The big issue is the political risk because there is quite a bit of political unrest where they opreate.  The asset is performing well but the stock went down because of political uncertainty.  The stock trades at a huge discount.

Polaris Infrastructure(PIF-T)
September 10, 2018

(A Top Pick Oct 27/17, Down 24%)  They are operating superbly.  They have gone through a transformation over the last few years.  The big issue is the political risk because there is quite a bit of political unrest where they opreate.  The asset is performing well but the stock went down because of political uncertainty.  The stock trades at a huge discount.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$12.070
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Oct 27/17, Down 32%)  Excellent brands.  He cut back his holdings recently.  They made some acquisitions and have not integrated them as well as hoped and it impacted profitability.  They grew revenue and grew their brands.  If they make operational improvements, there is a lot of upside.

Greenspace Brands Inc(JTR-X)
September 10, 2018

(A Top Pick Oct 27/17, Down 32%)  Excellent brands.  He cut back his holdings recently.  They made some acquisitions and have not integrated them as well as hoped and it impacted profitability.  They grew revenue and grew their brands.  If they make operational improvements, there is a lot of upside.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$0.900
Owned
Yes
BUY
BUY
September 10, 2018

They are strong in Western Canada and expanding in Eastern Canada.  He likes the model.  The dividend is attractive.

They are strong in Western Canada and expanding in Eastern Canada.  He likes the model.  The dividend is attractive.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$36.150
Owned
No
HOLD
HOLD
September 10, 2018

The dividend is safe and should grow over time.  They are seen as interest rate sensitive and so have underperformed this year.  In a more difficult market environment, this could regain favour with investors, so hang on to it.

BCE Inc.(BCE-T)
September 10, 2018

The dividend is safe and should grow over time.  They are seen as interest rate sensitive and so have underperformed this year.  In a more difficult market environment, this could regain favour with investors, so hang on to it.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$52.870
Owned
No
BUY
BUY
September 10, 2018

The dividend can go up and down.  The financial performance has been very, very strong recently.  The business is very healthy and the outlook continues to be excellent.

Norbord Inc(OSB-T)
September 10, 2018

The dividend can go up and down.  The financial performance has been very, very strong recently.  The business is very healthy and the outlook continues to be excellent.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$51.510
Owned
Unknown
COMMENT
COMMENT
September 10, 2018

Online gambling.  The stock has sold off.  He likes the business.  One of the trends is local governments allow gambling operations to raise needed cash.  He has no issues with the company.

The Stars Group Inc(TSGI-T)
September 10, 2018

Online gambling.  The stock has sold off.  He likes the business.  One of the trends is local governments allow gambling operations to raise needed cash.  He has no issues with the company.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$31.720
Owned
No