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.

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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.

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.

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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.

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.

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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.

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.

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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.

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)

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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)

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)

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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)