Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
September 24, 2018

They're not really the Amazon of China, because they're more B2B. They've dropped a lot, dragged down by tariff talks. Many Chinese tech stocks have fallen off, too. He respects Jack Ma. Alibaba meets his criteria on equity metrics, but what will happen between the US and China? Hold and maybe add at current levels.

They're not really the Amazon of China, because they're more B2B. They've dropped a lot, dragged down by tariff talks. Many Chinese tech stocks have fallen off, too. He respects Jack Ma. Alibaba meets his criteria on equity metrics, but what will happen between the US and China? Hold and maybe add at current levels.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$163.160
Owned
No
WEAK BUY
WEAK BUY
September 24, 2018

A dividend stock. He's not surprised that it's been struggling in this interest rate environment. If you've been collecting their dividends, you've done well, but he prefers companies that reinvest their cash. This is a good choice if you want to collect a dividend in the long run and see 9% compounded growth.

TC Energy (TRP-T)
September 24, 2018

A dividend stock. He's not surprised that it's been struggling in this interest rate environment. If you've been collecting their dividends, you've done well, but he prefers companies that reinvest their cash. This is a good choice if you want to collect a dividend in the long run and see 9% compounded growth.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$53.120
Owned
No
DON'T BUY
DON'T BUY
September 24, 2018

A gold royalty play (also in silver, oil/gas). He sold them around $100 on a purely technical basis. In a recession, hold cash, bonds and precious metals. Until then, there are better places to invest your money.

Franco-Nevada Corp. (FNV-T)
September 24, 2018

A gold royalty play (also in silver, oil/gas). He sold them around $100 on a purely technical basis. In a recession, hold cash, bonds and precious metals. Until then, there are better places to invest your money.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$81.500
Owned
No
DON'T BUY
DON'T BUY
September 24, 2018

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

Tesla Motors Inc (TSLA-Q)
September 24, 2018

Valuation is bothersome and the owner is erratic. They have trouble bringing product to market and they are burning through capital. He likes the car and e-cars, but the company is quite overvalued.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$299.680
Owned
No
BUY WEAKNESS
BUY WEAKNESS
September 24, 2018

One of the few great Canadian retail stocks. There's support below current levels. When a quality stock is down 10-20%, then buy more. Buy if you can't do that, then maybe you shouldn't be owning it in the first place.

One of the few great Canadian retail stocks. There's support below current levels. When a quality stock is down 10-20%, then buy more. Buy if you can't do that, then maybe you shouldn't be owning it in the first place.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$237.020
Owned
No
COMMENT
COMMENT
September 24, 2018

They dominate the luxury coach market with contracts in most major North American cities. He used to own them. Sold them because their ROE was in the high-teens, and wasn't good enough. It's not a bad company at all. A conservative growth play--there'll always be demand for buses.

They dominate the luxury coach market with contracts in most major North American cities. He used to own them. Sold them because their ROE was in the high-teens, and wasn't good enough. It's not a bad company at all. A conservative growth play--there'll always be demand for buses.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$52.050
Owned
No
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(Past Top Pick Sept.18, 2017, Up39%) They will consolidate for a while. They've come off lately, but have performed well this year. Their challenge is that as they acquire software companies to grow, so they have to either buy bigger or more companies to maintain their pace of growth.

(Past Top Pick Sept.18, 2017, Up39%) They will consolidate for a while. They've come off lately, but have performed well this year. Their challenge is that as they acquire software companies to grow, so they have to either buy bigger or more companies to maintain their pace of growth.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$949.510
Owned
Yes