Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 20, 2018

It is a favourite of his. He owns it personally but not institutionally. There is very little dispersion around the line on the chart. It is effectively an opportunity to get private equity expertise in a public equity wrapper. 80% of their cash flows come from fees.

It is a favourite of his. He owns it personally but not institutionally. There is very little dispersion around the line on the chart. It is effectively an opportunity to get private equity expertise in a public equity wrapper. 80% of their cash flows come from fees.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$56.050
Owned
Yes
COMMENT
COMMENT
September 20, 2018

If you are looking at them at this point in the cycle it can be painful. The fixed income proxies and bond proxies are selling off. If you look at the multiple you will find it is still pretty reasonable. This is different from a newspaper. This is an absolute necessity.

BCE Inc. (BCE-T)
September 20, 2018

If you are looking at them at this point in the cycle it can be painful. The fixed income proxies and bond proxies are selling off. If you look at the multiple you will find it is still pretty reasonable. This is different from a newspaper. This is an absolute necessity.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$52.380
Owned
Unknown
HOLD
HOLD
September 20, 2018

It was a great growth stock for a long time. The drivers have fizzled. Overall management are excellent in terms of being able to drive value for the investors. You should hang on to it over the long term or see his top picks today.

CCL Industries (B) (CCL.B-T)
September 20, 2018

It was a great growth stock for a long time. The drivers have fizzled. Overall management are excellent in terms of being able to drive value for the investors. You should hang on to it over the long term or see his top picks today.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$59.960
Owned
Unknown
HOLD
HOLD
September 20, 2018

It operates in the aerospace and manufacturing segments. It is dominant in rural parts of Canada. They make commercial and industrial tanks and pressure washing system. They were the target of short selling a while ago so the company bought back shares and increased the dividend. They have dealt with the issue quite well. The dividend is still a high payout ratio, however. Hang on to this one.

Exchange Income (EIF-T)
September 20, 2018

It operates in the aerospace and manufacturing segments. It is dominant in rural parts of Canada. They make commercial and industrial tanks and pressure washing system. They were the target of short selling a while ago so the company bought back shares and increased the dividend. They have dealt with the issue quite well. The dividend is still a high payout ratio, however. Hang on to this one.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$33.930
Owned
Unknown
BUY
BUY
September 20, 2018

This is a very much loved Canadian Tech stock. This is a rarity. The reason this has been so successful is that they have proven they are excellent in allowing companies to optimize. They have grown their revenues 70% year over year. The question is if the recent rebound is sustainable. They have to surpass analysts expectations. That community is looking for top line growth. This company has always tracked a 4-6% surprise above expected revenues.

Shopify Inc. (SHOP-T)
September 20, 2018

This is a very much loved Canadian Tech stock. This is a rarity. The reason this has been so successful is that they have proven they are excellent in allowing companies to optimize. They have grown their revenues 70% year over year. The question is if the recent rebound is sustainable. They have to surpass analysts expectations. That community is looking for top line growth. This company has always tracked a 4-6% surprise above expected revenues.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$215.680
Owned
Unknown
BUY
BUY
September 20, 2018

He owns it in personal accounts. It has struggled to prove to the investor community that it is intact. There was a negative secular trend recently. They still generate great revenues and profitability because of the increasing purchase when people go to their theaters. Their digital signage business is 10-15% of their revenues, coming from quick serve restaurant menus and other businesses that use their screens for advertizing or menus. The dividend is safe and attractive.

Cineplex Inc (CGX-T)
September 20, 2018

He owns it in personal accounts. It has struggled to prove to the investor community that it is intact. There was a negative secular trend recently. They still generate great revenues and profitability because of the increasing purchase when people go to their theaters. Their digital signage business is 10-15% of their revenues, coming from quick serve restaurant menus and other businesses that use their screens for advertizing or menus. The dividend is safe and attractive.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$33.540
Owned
Yes
DON'T BUY
DON'T BUY
September 20, 2018

This company has been through some tough times that will probably persist in terms in differentials in oil pricing. They are a bargain basement valuation, although he would not step into this sector. A lot of good things have to happen in order to realize their analysts' target price. They are more diversified; but there is still a lot of leverage. Cash flows from Eagleford are from Aurora. The valuation is still very levered to the price of oil and their ability to execute in the Duvernay. Try going for lower risk names,

Baytex Energy Corp (BTE-T)
September 20, 2018

This company has been through some tough times that will probably persist in terms in differentials in oil pricing. They are a bargain basement valuation, although he would not step into this sector. A lot of good things have to happen in order to realize their analysts' target price. They are more diversified; but there is still a lot of leverage. Cash flows from Eagleford are from Aurora. The valuation is still very levered to the price of oil and their ability to execute in the Duvernay. Try going for lower risk names,

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$3.490
Owned
Unknown