Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
September 10, 2018

Short term they announced some disappointing results.  They have been trying to diversify and are getting into packaging.  Their strategy makes sense over time.  This should be temporary in nature and this is an opportunity to buy some here.

Short term they announced some disappointing results.  They have been trying to diversify and are getting into packaging.  Their strategy makes sense over time.  This should be temporary in nature and this is an opportunity to buy some here.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$26.400
Owned
No
COMMENT
COMMENT
September 10, 2018

He does not own gold stocks right now.  The whole space has been under pressure.  If you want to own one, this is it.  There really is not a lot of inflation out there and that combined with the US$ strength has been negative for the sector. 

Goldcorp Inc(G-T)
September 10, 2018

He does not own gold stocks right now.  The whole space has been under pressure.  If you want to own one, this is it.  There really is not a lot of inflation out there and that combined with the US$ strength has been negative for the sector. 

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$13.270
Owned
No
DON'T BUY
DON'T BUY
September 10, 2018

The sector has been out of favour.  People want faster growth.  There is pricing pressure on the wireless side and people cutting phone lines.  They are operating in an old world.  There will be winners and losers in the industry.  Their dividend has not been growing quickly.

A T & T US(T-N)
September 10, 2018

The sector has been out of favour.  People want faster growth.  There is pricing pressure on the wireless side and people cutting phone lines.  They are operating in an old world.  There will be winners and losers in the industry.  Their dividend has not been growing quickly.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$32.390
Owned
Unknown
COMMENT
COMMENT
September 10, 2018

Zinc.  He does not own a lot of commodities.  There is not a lot of zinc production coming on stream so this looks good.  However this is a smaller cap Canadian company and has suffered like a lot of other mining companies on the TSX.  It is a reasonably well operated company with decent assets.

Trevali Mining Corp(TV-T)
September 10, 2018

Zinc.  He does not own a lot of commodities.  There is not a lot of zinc production coming on stream so this looks good.  However this is a smaller cap Canadian company and has suffered like a lot of other mining companies on the TSX.  It is a reasonably well operated company with decent assets.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$0.700
Owned
No
BUY
BUY
September 10, 2018

It has been a core holding for him for a long time.  They are so dominant in the online advertizing space.  It is a great long term hold.  You are getting a great, dominant duopoly.  Don’t worry about it quarter to quarter.

Alphabet Inc. / Google(GOOG-Q)
September 10, 2018

It has been a core holding for him for a long time.  They are so dominant in the online advertizing space.  It is a great long term hold.  You are getting a great, dominant duopoly.  Don’t worry about it quarter to quarter.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$1175.060
Owned
Unknown
BUY
BUY
September 10, 2018

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.

Linamar Corp(LNR-T)
September 10, 2018

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$55.210
Owned
Unknown
DON'T BUY
DON'T BUY
September 10, 2018

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.

Magna Int'l. (A)(MG-T)
September 10, 2018

LNR-T vs. MG-T.  LRN-T has been overly beat up.  MG-T is less exposed to the trade wars.  He thinks LNR-T is a better buy.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$69.320
Owned
Unknown