Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 10, 2018

They have been acquisitive but have not made a large one recently. The discount to the group could close over time.

Open Text (OTEX-T)
September 10, 2018

They have been acquisitive but have not made a large one recently. The discount to the group could close over time.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$50.580
Owned
Yes
TOP PICK
TOP PICK
September 10, 2018

It is defensive in nature. It is a really well run business. The insurance business is quite profitable for them right now. Over the long term, management has done a fantastic job. They have made some great investments. It is very high quality and will do well as a long term investment. (Analysts’ target: $775.38).

Fairfax Financial (FFH-T)
September 10, 2018

It is defensive in nature. It is a really well run business. The insurance business is quite profitable for them right now. Over the long term, management has done a fantastic job. They have made some great investments. It is very high quality and will do well as a long term investment. (Analysts’ target: $775.38).

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$685.900
Owned
Yes
TOP PICK
TOP PICK
September 10, 2018

They are one of the largest restaurant operators in Canada. Their portfolio of brands is very hard to replicate. They have started to grow same store sales. They will continue to try to be acquisitive. (Analysts’ target: $32.61).

They are one of the largest restaurant operators in Canada. Their portfolio of brands is very hard to replicate. They have started to grow same store sales. They will continue to try to be acquisitive. (Analysts’ target: $32.61).

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$29.100
Owned
Yes
TOP PICK
TOP PICK
September 10, 2018

Alternative energy production. There is a long term positive secular trend in this industry. This was recapitalized by Brookfield about a year ago, who are more likely to buy more of this company than to sell their holding. They intend to grow the dividend by 5 – 8 % a year. It is a good defensive pick. (Analysts’ target: $13.33).

TerraForm Power (TERP-Q)
September 10, 2018

Alternative energy production. There is a long term positive secular trend in this industry. This was recapitalized by Brookfield about a year ago, who are more likely to buy more of this company than to sell their holding. They intend to grow the dividend by 5 – 8 % a year. It is a good defensive pick. (Analysts’ target: $13.33).

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$0.000
Owned
Yes
HOLD
HOLD
September 10, 2018

It has been a big holding of his in the past. He views it more as a finance company than a gold company. It reacts more like a financial company. He would stick with it if he owned it. It should strive in this kind of environment. He would even start to buy more.

Franco-Nevada Corp. (FNV-T)
September 10, 2018

It has been a big holding of his in the past. He views it more as a finance company than a gold company. It reacts more like a financial company. He would stick with it if he owned it. It should strive in this kind of environment. He would even start to buy more.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$79.120
Owned
No
HOLD
HOLD
September 10, 2018

He would not sell it. It lacks growth. They are well positioned as a media company. It has pulled back because of a lack of interest. He thinks they will make acquisitions over the next 18 months. This one does not provide a lot of excitement for investors.

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

He would not sell it. It lacks growth. They are well positioned as a media company. It has pulled back because of a lack of interest. He thinks they will make acquisitions over the next 18 months. This one does not provide a lot of excitement for investors.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$52.870
Owned
Unknown
HOLD
HOLD
September 10, 2018

It is a well run company that has done a phenomenal job. They are facing a lot of pressure in terms of fees and how to grow when they are already so big. They are in a bit of a no-man's land. They cut their dividend to buy back shares. It sends the wrong message to some investors.

CI Financial Corp (CIX-T)
September 10, 2018

It is a well run company that has done a phenomenal job. They are facing a lot of pressure in terms of fees and how to grow when they are already so big. They are in a bit of a no-man's land. They cut their dividend to buy back shares. It sends the wrong message to some investors.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$20.580
Owned
Unknown