Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
October 2, 2018

A great performer this year. They've done a nice job with their product line and hitting on the fashion trends. Selling online has seen massive growth. It trades at 40x earnings (historical earnings are 32x). They've had missteps in the past five years, though. He's waiting for a better entry point. He's also looking at Aritzia in the clothing space.

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A great performer this year. They've done a nice job with their product line and hitting on the fashion trends. Selling online has seen massive growth. It trades at 40x earnings (historical earnings are 32x). They've had missteps in the past five years, though. He's waiting for a better entry point. He's also looking at Aritzia in the clothing space.

BUY
BUY
October 2, 2018

It's one of his largest holdings. Attractively valued with 8-10% earnings growth. TD and RY are the top two Canadian
banks. Likes TD's American exposure. Slow and steady growth for this sector historically. This sector should anchor your portfolio and can withstand an economic downturn.

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Toronto Dominion (TD-T)
October 2, 2018

It's one of his largest holdings. Attractively valued with 8-10% earnings growth. TD and RY are the top two Canadian
banks. Likes TD's American exposure. Slow and steady growth for this sector historically. This sector should anchor your portfolio and can withstand an economic downturn.

BUY
BUY
October 2, 2018

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

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If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

BUY
BUY
October 2, 2018

If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

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If you want to play Canadian oil short-term, look at a company with Brent oil exposure, not Canadian where companies suffer oil discounts on the market. That said, look at Vermillion or Royal Dutch Shell.

HOLD
HOLD
October 2, 2018

A good growth story over the past decade, growing without issuing new equity. The packaging space has been challenged the past two years though. He wouldn't enter this space now, but it's okay to hold WPK for the long-term. Pays a 0.26% dividend only.

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Winpak Ltd. (WPK-T)
October 2, 2018

A good growth story over the past decade, growing without issuing new equity. The packaging space has been challenged the past two years though. He wouldn't enter this space now, but it's okay to hold WPK for the long-term. Pays a 0.26% dividend only.

DON'T BUY
DON'T BUY
October 2, 2018

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

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PepsiCo (PEP-Q)
October 2, 2018

Not enough growth here and he barely invests in consumer staples. A well-run company though. If you want dividend growth, look at the banks or utilities instead.

COMMENT
COMMENT
October 2, 2018

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.

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Kinaxis Inc (KXS-T)
October 2, 2018

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.