Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 13, 2018

They provide flight training simulators in civil and defence industries. Strongly correlated to Boeing and Airbus. CAE trains people to fly new planes. Moving into healthcare by partnering with Microsoft in augmented reality, a business with potential. (1.5% dividend, Analysts' price target: $27.86)

CAE Inc (CAE-T)
September 13, 2018

They provide flight training simulators in civil and defence industries. Strongly correlated to Boeing and Airbus. CAE trains people to fly new planes. Moving into healthcare by partnering with Microsoft in augmented reality, a business with potential. (1.5% dividend, Analysts' price target: $27.86)

Ryan Modesto
Managing Partner, 5i Research
Price
$26.400
Owned
Yes
TOP PICK
TOP PICK
September 13, 2018

It's fallen too far too fast after a big purchase to get them into sports betting in a major way. They're almost more like a a tech company rather than a casino one with their mobile operation. It'll take time to pay debt, but it generates a lot of cash flow. If the US opens more sports betting, Stars will benefit. Cheap at 10x earnings. (no dividend, Analysts' price target: $51.31)

The Stars Group Inc (TSGI-T)
September 13, 2018

It's fallen too far too fast after a big purchase to get them into sports betting in a major way. They're almost more like a a tech company rather than a casino one with their mobile operation. It'll take time to pay debt, but it generates a lot of cash flow. If the US opens more sports betting, Stars will benefit. Cheap at 10x earnings. (no dividend, Analysts' price target: $51.31)

Ryan Modesto
Managing Partner, 5i Research
Price
$30.500
Owned
Yes
COMMENT
COMMENT
September 13, 2018

Shares are seeing a big drawdown driven by fear. But their recent quarter was good with revenues up and dispelled some of those concerns. Pays a 13% yield, with 4x cash flow. The yield is a red flag. Maybe 8% is appropriate.

Crius Energy Trust (KWH.UN-T)
September 13, 2018

Shares are seeing a big drawdown driven by fear. But their recent quarter was good with revenues up and dispelled some of those concerns. Pays a 13% yield, with 4x cash flow. The yield is a red flag. Maybe 8% is appropriate.

Ryan Modesto
Managing Partner, 5i Research
Price
$6.020
Owned
Unknown
COMMENT
COMMENT
September 13, 2018

Just energy vs. Crius Energy Trust: Similar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Just Energy Group (JE-T)
September 13, 2018

Just energy vs. Crius Energy Trust: Similar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Ryan Modesto
Managing Partner, 5i Research
Price
$3.890
Owned
Unknown
COMMENT
COMMENT
September 13, 2018

Just energy vs. Crius Energy Trust: Similar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Crius Energy Trust (KWH.UN-T)
September 13, 2018

Just energy vs. Crius Energy Trust: Similar companies, valuations and dividends. He prefers Crius because he knows it better and are shifting their client portfolio to more commercial and higher-margin companies. He likes this shift.

Ryan Modesto
Managing Partner, 5i Research
Price
$6.020
Owned
Unknown
BUY
BUY
September 13, 2018

Likes it. Just won contracts in Ontario which he thinks are undervalued--20-year contracts with the potential for growth by growing the square footage. Has little competition due to government regulation. Probably more than a 15x multiple. Long-term potential; they'll have to invest in these facilities, so be patient. They've been very transparent about the River Rock casino in BC as authorities investigate money laundering allegations.

Likes it. Just won contracts in Ontario which he thinks are undervalued--20-year contracts with the potential for growth by growing the square footage. Has little competition due to government regulation. Probably more than a 15x multiple. Long-term potential; they'll have to invest in these facilities, so be patient. They've been very transparent about the River Rock casino in BC as authorities investigate money laundering allegations.

Ryan Modesto
Managing Partner, 5i Research
Price
$44.360
Owned
Unknown
BUY
BUY
September 13, 2018

They do tooling for factories. Manufacturing is moving to e-vehicles and more automation in factories. ATS can do this. Backlog is growing and just bought a company today. High valuation. Sound strategy. He has a 5-year timeline for ATS. Things are playing out well for them. Likes it.

ATS Automation (ATA-T)
September 13, 2018

They do tooling for factories. Manufacturing is moving to e-vehicles and more automation in factories. ATS can do this. Backlog is growing and just bought a company today. High valuation. Sound strategy. He has a 5-year timeline for ATS. Things are playing out well for them. Likes it.

Ryan Modesto
Managing Partner, 5i Research
Price
$23.980
Owned
Yes