Latest Expert Opinions

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 24, 2018

(Past Top Pick, Sept. 18, 2017, Up 5%) They've gone nowhere for two years. Their valuation became rich and they made some nice acqusitions, but growth has since slowed. They're going through a pause. Management has increased shareholder value, so he likes them. Buy at high-$50's and sell at high-$60's. Buy now.

CCL Industries (B)(CCL.B-T)
September 24, 2018

(Past Top Pick, Sept. 18, 2017, Up 5%) They've gone nowhere for two years. Their valuation became rich and they made some nice acqusitions, but growth has since slowed. They're going through a pause. Management has increased shareholder value, so he likes them. Buy at high-$50's and sell at high-$60's. Buy now.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$59.070
Owned
Yes
COMMENT
COMMENT
September 24, 2018

Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.

Shopify Inc.(SHOP-T)
September 24, 2018

Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$209.640
Owned
Yes
COMMENT
COMMENT
September 24, 2018

Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.

SalesForce.com Inc.(CRM-N)
September 24, 2018

Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$158.780
Owned
No
TOP PICK
TOP PICK
September 24, 2018

(0.4% dividend, Analysts' price target: $48.53) They're nearly at their lowest level. Their recent quarterly report disappointed deeply, and the stock took a hit. However, they've done a fantastic job increasing shareholder value, so they deserve the benefit of the doubt. They're down 20%. He sold shares recently, but it remains a core holding and will increase his holdings.

Dollarama Inc.(DOL-T)
September 24, 2018

(0.4% dividend, Analysts' price target: $48.53) They're nearly at their lowest level. Their recent quarterly report disappointed deeply, and the stock took a hit. However, they've done a fantastic job increasing shareholder value, so they deserve the benefit of the doubt. They're down 20%. He sold shares recently, but it remains a core holding and will increase his holdings.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$41.820
Owned
Yes
TOP PICK
TOP PICK
September 24, 2018

After their report in July, they dropped a whopping 20%. They're smart by traditionally underpromising; also smart by deflecting the current privacy issues. Now, they are undervalued. Peel back layers to find a company with a massive economic moat of 2.2 billion users. Those who've left Facebook are going to Instagram--which Facebook owns. They also own WhatsApp, which has a billion users. The return on ad spend is better than Google, he understands from advertising people. He will add to his position. (Analysts' price target $205.12) 

Facebook(FB-Q)
September 24, 2018

After their report in July, they dropped a whopping 20%. They're smart by traditionally underpromising; also smart by deflecting the current privacy issues. Now, they are undervalued. Peel back layers to find a company with a massive economic moat of 2.2 billion users. Those who've left Facebook are going to Instagram--which Facebook owns. They also own WhatsApp, which has a billion users. The return on ad spend is better than Google, he understands from advertising people. He will add to his position. (Analysts' price target $205.12) 

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$165.410
Owned
Yes
TOP PICK
TOP PICK
September 24, 2018

They're the number three player in U.S. respiratory providers. They were spun out of Patient Home Monitoring. 30% ROE. As long as they execute and grow organically, their stock price will rise in 1-2 years. (no dividend, Anaylsts' price  target: $9.75)

Viemed Healthcare(VMD-T)
September 24, 2018

They're the number three player in U.S. respiratory providers. They were spun out of Patient Home Monitoring. 30% ROE. As long as they execute and grow organically, their stock price will rise in 1-2 years. (no dividend, Anaylsts' price  target: $9.75)

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$6.450
Owned
Yes