Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 13, 2018

Income royalty names have suffered from interest rate hike fears. He prefers other royalty companies. He'd like to see more Pizza Pizza stores and same store growth. Pays a 9% dividend. Prefers A&W who are growing their footprint in
Canada. People will always want pizza though.

Pizza Pizza Royalty (PZA-T)
September 13, 2018

Income royalty names have suffered from interest rate hike fears. He prefers other royalty companies. He'd like to see more Pizza Pizza stores and same store growth. Pays a 9% dividend. Prefers A&W who are growing their footprint in
Canada. People will always want pizza though.

Ryan Modesto
Managing Partner, 5i Research
Price
$9.320
Owned
No
DON'T BUY
DON'T BUY
September 13, 2018

He doesn't follow this closely, because it's a pre-revenue company that isn't generating positive cash flow yet, so it's too early for him to consider. It's in the drone delivery space, an interesting space. The big problem is that he doesn't know the future of drone delivery or if this company can execute. He would wait before looking at it.

He doesn't follow this closely, because it's a pre-revenue company that isn't generating positive cash flow yet, so it's too early for him to consider. It's in the drone delivery space, an interesting space. The big problem is that he doesn't know the future of drone delivery or if this company can execute. He would wait before looking at it.

Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
September 13, 2018

Spin-off announced today. Markets didn't like their big US acquisition, so they are spinning off Canadian assets. The spin-off is the right strategic move, but it doesn't interest him to buy the stock. They're making up for past mistakes.

Altagas Ltd (ALA-T)
September 13, 2018

Spin-off announced today. Markets didn't like their big US acquisition, so they are spinning off Canadian assets. The spin-off is the right strategic move, but it doesn't interest him to buy the stock. They're making up for past mistakes.

Ryan Modesto
Managing Partner, 5i Research
Price
$23.480
Owned
Unknown
BUY
BUY
September 13, 2018

A de-caffeinated coffee company which is growing faster than the caffeinated coffee market. Driven by health trends. Over the last years they've been building a new production facility which will open up their capacity, so the company will grow. They're gaining market share and launching a sales force in Europe. They're setting themselves up for growth. Cheap shares, nice 4% yield. May have to be patient until the facility opens in Q3 2019.

Ten Peaks Coffee Co (TPK-T)
September 13, 2018

A de-caffeinated coffee company which is growing faster than the caffeinated coffee market. Driven by health trends. Over the last years they've been building a new production facility which will open up their capacity, so the company will grow. They're gaining market share and launching a sales force in Europe. They're setting themselves up for growth. Cheap shares, nice 4% yield. May have to be patient until the facility opens in Q3 2019.

Ryan Modesto
Managing Partner, 5i Research
Price
$6.150
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 13, 2018

(Past Top Pick, Nov. 14, 2017, Up 14%) An asset management company that moves with the markets. Pays a 6% dividend plus a special annual one, totalling 7%. GS can do nothing year to year, and you'll still pocket that yield.

(Past Top Pick, Nov. 14, 2017, Up 14%) An asset management company that moves with the markets. Pays a 6% dividend plus a special annual one, totalling 7%. GS can do nothing year to year, and you'll still pocket that yield.

Ryan Modesto
Managing Partner, 5i Research
Price
$16.120
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 13, 2018

(Past Top Pick, Nov. 14, 2017, Up 36%) Taken out by Motorola. Bittersweet for him. They were beating market expectations with new products that looked like they had traction. But it's another case of a great Canadian company bought out. Good results, but sad to see it go.

Avigilon Corp (AVO-T)
September 13, 2018

(Past Top Pick, Nov. 14, 2017, Up 36%) Taken out by Motorola. Bittersweet for him. They were beating market expectations with new products that looked like they had traction. But it's another case of a great Canadian company bought out. Good results, but sad to see it go.

Ryan Modesto
Managing Partner, 5i Research
Price
$26.980
Owned
No
PAST TOP PICK
PAST TOP PICK
September 13, 2018

(Past Top Pick, Nov. 14, 2017, Up 34%) One of the strongest tech companies in Canada. They do logistics and machine learning. They "land and expand" by landing a client, then grow the contract value as the client becomes used to their services. They have global customers including Toyota. Valuation is high because it's a high-growth company. Still likes it.

Kinaxis Inc (KXS-T)
September 13, 2018

(Past Top Pick, Nov. 14, 2017, Up 34%) One of the strongest tech companies in Canada. They do logistics and machine learning. They "land and expand" by landing a client, then grow the contract value as the client becomes used to their services. They have global customers including Toyota. Valuation is high because it's a high-growth company. Still likes it.

Ryan Modesto
Managing Partner, 5i Research
Price
$94.180
Owned
Yes