Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
September 24, 2018

See his educational segment on Gold.  Gold is one of the biggest exposures he has.  He has no problem with this one if you want a little more risk.

See his educational segment on Gold.  Gold is one of the biggest exposures he has.  He has no problem with this one if you want a little more risk.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$27.910
Owned
Unknown
BUY
BUY
September 24, 2018

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

Spin Master Corp(TOY-T)
September 24, 2018

A top holding for him. A success story. They innovate, at the forefront of bringing interactive toys to the market. They are at their lower band of valuation. so he really likes them. They have reinvested their excess cash to innvoate, and have made some smart purchases. He recently added in the high-$40's when they dipped.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$53.230
Owned
Yes
DON'T BUY
DON'T BUY
September 24, 2018

Knows them only a little. The political risk in gambling makes him nervous. They've come off quite a bit recently, but doesn't understand why. There are better investments than this.

The Stars Group Inc(TSGI-T)
September 24, 2018

Knows them only a little. The political risk in gambling makes him nervous. They've come off quite a bit recently, but doesn't understand why. There are better investments than this.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$32.320
Owned
No
BUY
BUY
September 24, 2018

A past top pick. They appear cheap in forward guidance. He still likes it and thinks it could move higher. They're serial acquirers and do a good job of intergrating companies.

A past top pick. They appear cheap in forward guidance. He still likes it and thinks it could move higher. They're serial acquirers and do a good job of intergrating companies.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.190
Owned
Yes
BUY
BUY
September 24, 2018

Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition.

Open Text(OTEX-T)
September 24, 2018

Likes it, but their financials are noisy after a recent purchase. Their chart has been bouncing around, but he sees this as an opportunity. Managers have increased shareholder value in recent years. He continues these managers to continue to execute well through organic growth and acquisition.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$49.170
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 24, 2018

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

Parkland Fuel Corp(PKI-T)
September 24, 2018

They recently acquired some gas stations from Couche-Tard. Their stock price has risen faster than Chouche-Tard's 
recently. They can acquire and integrate companies well. Richly valued now, so wait for a pullback to enter a position. Definitely hold it.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$43.270
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

(Past Top PickSept.182017,Up 41%)  A car repair chain. They're a consolidator in this space and now have covered in the U.S. Consistent ROE generators. A core holding.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$128.940
Owned
Yes