Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
September 10, 2018

It is a buy where it is despite NAFTA troubles which are baked into the stock price. But he would stay on the sidelines until the dust settles even though it might be higher then.

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

It is a buy where it is despite NAFTA troubles which are baked into the stock price. But he would stay on the sidelines until the dust settles even though it might be higher then.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$69.320
Owned
Unknown
DON'T BUY
DON'T BUY
September 10, 2018

They have a joint venture on a million square feet of greenhouse where they are cultivating plants. But he figures cannabis will become a commodity and it will be cheaper to grow it outdoors in the 4 summer months and then freeze it. A lot of it will go into oils. The company is set up well and they can grow. We need to figure out what they are doing with branding to see if they will be a winner. He figures there will end up being some better names coming out of it.

They have a joint venture on a million square feet of greenhouse where they are cultivating plants. But he figures cannabis will become a commodity and it will be cheaper to grow it outdoors in the 4 summer months and then freeze it. A lot of it will go into oils. The company is set up well and they can grow. We need to figure out what they are doing with branding to see if they will be a winner. He figures there will end up being some better names coming out of it.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$5.420
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Feb. 8/18, Up 6%) They emerged from bankruptcy with a clean balance sheet, new management. Trump has created a stronger steel market and this one benefited from a rising steel price.

Stelco Holdings Inc. (STLC-T)
September 10, 2018

(A Top Pick Feb. 8/18, Up 6%) They emerged from bankruptcy with a clean balance sheet, new management. Trump has created a stronger steel market and this one benefited from a rising steel price.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$22.970
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Feb. 8/18, Up 7%) It has gone sideways recently but so have many of the gaming stocks. He is sticking with it. He thinks they will go through a number of acquisitions to move the stock price higher.

Pollard Banknote Ltd (PBL-T)
September 10, 2018

(A Top Pick Feb. 8/18, Up 7%) It has gone sideways recently but so have many of the gaming stocks. He is sticking with it. He thinks they will go through a number of acquisitions to move the stock price higher.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$20.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 10, 2018

(A Top Pick Feb. 8/18, Up 58%) They compete with Uber Eats. It is a big play on millennials. They work with a lot of restaurants. It is not a cheap stock, however. There are growing earnings.

GrubHub Inc (GRUB-N)
September 10, 2018

(A Top Pick Feb. 8/18, Up 58%) They compete with Uber Eats. It is a big play on millennials. They work with a lot of restaurants. It is not a cheap stock, however. There are growing earnings.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$141.010
Owned
Yes
HOLD
HOLD
September 10, 2018

It has been a long term holding of his. It has been caught up in a lack of interest in dividend paying stocks. It is an independent power producer in Quebec, the US and France. He would stick with it. They tend to have volatile earnings. They had a poor quarter a while ago.

Boralex Inc. (BLX-T)
September 10, 2018

It has been a long term holding of his. It has been caught up in a lack of interest in dividend paying stocks. It is an independent power producer in Quebec, the US and France. He would stick with it. They tend to have volatile earnings. They had a poor quarter a while ago.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$19.300
Owned
Yes
BUY
BUY
September 10, 2018

It is a play on the broad Canadian large cap market. There is no dividend. We have lagged the US in the Canadian market and should play some catch up. We could go up or the US could come down. You can buy it and hold it for 10 years for diversification.

It is a play on the broad Canadian large cap market. There is no dividend. We have lagged the US in the Canadian market and should play some catch up. We could go up or the US could come down. You can buy it and hold it for 10 years for diversification.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$23.920
Owned
Unknown