Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 9, 2018

Just exit their position on this stock because gold price is difficult to predict. The number one company in the sector. Not cheap but the execute well. Top notch management team. Almost not debt. Strong company. He thinks it will come back to their highs.

Just exit their position on this stock because gold price is difficult to predict. The number one company in the sector. Not cheap but the execute well. Top notch management team. Almost not debt. Strong company. He thinks it will come back to their highs.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$24.360
Owned
No
HOLD
HOLD
October 9, 2018

One of the top capital allocators. Valuation is stretched. They continue to growth organically. Lots of recurring business. They dominate the apartments management side of things. He will hold to it. Strong company. It is a little sensitive to the economy, so you have to watch for that.

One of the top capital allocators. Valuation is stretched. They continue to growth organically. Lots of recurring business. They dominate the apartments management side of things. He will hold to it. Strong company. It is a little sensitive to the economy, so you have to watch for that.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$104.820
Owned
Yes
HOLD
HOLD
October 9, 2018

Tricky name. Widely owned. They have to continuously do deals to show good return on invested capital and they might make a mistake. That is his fear on this stock.

Tricky name. Widely owned. They have to continuously do deals to show good return on invested capital and they might make a mistake. That is his fear on this stock.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$917.010
Owned
No
PAST TOP PICK
PAST TOP PICK
October 9, 2018

(A Top Pick January 8/18 - Down 50%) They met with the management team and felt not so good for their US business. Trading now at level that it is very attractive. A lot of value in the business.

IBI Group (IBG-T)
October 9, 2018

(A Top Pick January 8/18 - Down 50%) They met with the management team and felt not so good for their US business. Trading now at level that it is very attractive. A lot of value in the business.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$4.310
Owned
No
PAST TOP PICK
PAST TOP PICK
October 9, 2018

(A Top Pick January 8/18 - Down 1%.) Part of the industrials that experienced massive multiple contraction. Earnings are growing. Lots of cash on the balance sheet. Still like it a lot.

Winpak Ltd. (WPK-T)
October 9, 2018

(A Top Pick January 8/18 - Down 1%.) Part of the industrials that experienced massive multiple contraction. Earnings are growing. Lots of cash on the balance sheet. Still like it a lot.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$45.630
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 9, 2018

(A Top Pick January 8/18 - Down 12%.) Great Canadian story. Liquidity isn’t great as the owners own 60% of the stock. They reinvest huge amounts of their CF in R&D. Leaders in the industry. Huge opportunity.

(A Top Pick January 8/18 - Down 12%.) Great Canadian story. Liquidity isn’t great as the owners own 60% of the stock. They reinvest huge amounts of their CF in R&D. Leaders in the industry. Huge opportunity.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$15.510
Owned
Yes
BUY
BUY
October 9, 2018

Like any of the Canadian banks he feels they have a place in the portfolio. If you are investing for the long-term, this bank is one of the better ones to own. Continue to hold it. They are trading at a five year low on a P/E basis giving you a little of a buffer.

Toronto Dominion (TD-T)
October 9, 2018

Like any of the Canadian banks he feels they have a place in the portfolio. If you are investing for the long-term, this bank is one of the better ones to own. Continue to hold it. They are trading at a five year low on a P/E basis giving you a little of a buffer.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$76.510
Owned
No