Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 10, 2018

It is a great play on the space. He noticed that in the last few months there has been a lack of new capital going into it so people must be trying to pick a winner. He cautions that the space is going to be very volatile over the next 6 months.

It is a great play on the space. He noticed that in the last few months there has been a lack of new capital going into it so people must be trying to pick a winner. He cautions that the space is going to be very volatile over the next 6 months.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$23.400
Owned
Unknown
HOLD
HOLD
September 10, 2018

He would continue to hold it. Transportation of crude by rail has been a big issue for this company. He thinks this is the environment we will live in for a while – crude by rail. For 1 to 3 years it is a hold.

Canadian Pacific Rail (CP-T)
September 10, 2018

He would continue to hold it. Transportation of crude by rail has been a big issue for this company. He thinks this is the environment we will live in for a while – crude by rail. For 1 to 3 years it is a hold.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$269.580
Owned
Unknown
BUY
BUY
September 10, 2018

People are questioning whether they can sustain the dividend. He thinks the cash flow stream is strong enough to sustain the dividend. This is not a cheap stock relative to the group but it has that solid yield.

Vermilion Energy Inc (VET-T)
September 10, 2018

People are questioning whether they can sustain the dividend. He thinks the cash flow stream is strong enough to sustain the dividend. This is not a cheap stock relative to the group but it has that solid yield.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$40.820
Owned
Unknown
WAIT
WAIT
September 10, 2018

Their quarters are fine and they are announcing new contracts so why is it languishing? It is the trade talks, even though they have operations in the US. The underlying fundamentals in the industry remain strong. Sit and wait it out and get some resolution with NAFTA. If you are waiting to buy, wait until NAFTA is resolved.

Their quarters are fine and they are announcing new contracts so why is it languishing? It is the trade talks, even though they have operations in the US. The underlying fundamentals in the industry remain strong. Sit and wait it out and get some resolution with NAFTA. If you are waiting to buy, wait until NAFTA is resolved.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$50.930
Owned
Yes
DON'T BUY
DON'T BUY
September 10, 2018

He is more of an AC-T fan. WJA-T has been a success story also. There are mistakes you make when you get too big. They launched an ultra low carrier. Canada cannot support more than two airlines. He likes the airline industry. WJA-T's numbers have been fine.

Westjet Airlines (WJA-T)
September 10, 2018

He is more of an AC-T fan. WJA-T has been a success story also. There are mistakes you make when you get too big. They launched an ultra low carrier. Canada cannot support more than two airlines. He likes the airline industry. WJA-T's numbers have been fine.

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$19.340
Owned
No
TOP PICK
TOP PICK
September 10, 2018

It is a very large company. You have probably bought gas from them and they run the 'C' store behind the counter. They have been very acquisitive over the last 18 months. They can roll out more private label products, open more 'C' stores and make acquisitions to grow. They have blown away analysts' estimates and will probably do it again. (Analysts’ target: $44.50).

Parkland Fuel Corp (PKI-T)
September 10, 2018

It is a very large company. You have probably bought gas from them and they run the 'C' store behind the counter. They have been very acquisitive over the last 18 months. They can roll out more private label products, open more 'C' stores and make acquisitions to grow. They have blown away analysts' estimates and will probably do it again. (Analysts’ target: $44.50).

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$41.830
Owned
Yes
TOP PICK
TOP PICK
September 10, 2018

It is a very small story. They are involved in telephony and telephony products. He thinks the street has the story a little bit wrong. They basically doubled the size of the company. (Analysts’ target: $2.22).

It is a very small story. They are involved in telephony and telephony products. He thinks the street has the story a little bit wrong. They basically doubled the size of the company. (Analysts’ target: $2.22).

Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$1.170
Owned
Yes