Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
September 27, 2018

This is a trend away from cash. Still some countries still use cash (i.e. Japan). They also created new services based on the data they collect with good margins. All analysts prefer this one vs VISA (V-N). Even as VISA (V-N) is cheaper on a multiple basis. (Analysts’ price target is $229.33)

Mastercard Inc.(MA-N)
September 27, 2018

This is a trend away from cash. Still some countries still use cash (i.e. Japan). They also created new services based on the data they collect with good margins. All analysts prefer this one vs VISA (V-N). Even as VISA (V-N) is cheaper on a multiple basis. (Analysts’ price target is $229.33)

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$222.310
Owned
Yes
TOP PICK
TOP PICK
September 27, 2018

Has been a flatliner. Hasn’t done much for a while. Quarters have been spotty. Last quarter they came with an incredible same store sells (7%). She hopes that the rebranding is going to make them have a better string going forward. She thinks they are going to make a new acquisition. (Analysts’ price target is $77.00)

Has been a flatliner. Hasn’t done much for a while. Quarters have been spotty. Last quarter they came with an incredible same store sells (7%). She hopes that the rebranding is going to make them have a better string going forward. She thinks they are going to make a new acquisition. (Analysts’ price target is $77.00)

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$65.080
Owned
Yes
TOP PICK
TOP PICK
September 27, 2018

If we have a tough year next year, this is a defensive name. They bought Jean Coutu and it is the best management in the retail space. (Analysts’ price target is $45.00)

Metro Inc (A)(MRU-T)
September 27, 2018

If we have a tough year next year, this is a defensive name. They bought Jean Coutu and it is the best management in the retail space. (Analysts’ price target is $45.00)

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$40.480
Owned
No