Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
October 9, 2018

Like any of the Canadian banks he feels they have a place in the portfolio. They have the biggest exposure to emerging markets and that affected them negatively recently given what has been happening in South America. They don’t hold it but think it will do well.

Like any of the Canadian banks he feels they have a place in the portfolio. They have the biggest exposure to emerging markets and that affected them negatively recently given what has been happening in South America. They don’t hold it but think it will do well.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$74.490
Owned
No
DON'T BUY
DON'T BUY
October 9, 2018

He would be cautious on any of these forest plays. The easy money was made in the first half of the year. Many of these positions are just unwinding very fast. It could be a falling knife.

He would be cautious on any of these forest plays. The easy money was made in the first half of the year. Many of these positions are just unwinding very fast. It could be a falling knife.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$1.960
Owned
No
DON'T BUY
DON'T BUY
October 9, 2018

Interesting little name. It is correlated with the semiconductor space. Cheap name. Extremely whippy sector. He would be cautious until demand outstrips supply in the short term. They lowered guidance last quarter.

Photon Control (PHO-T)
October 9, 2018

Interesting little name. It is correlated with the semiconductor space. Cheap name. Extremely whippy sector. He would be cautious until demand outstrips supply in the short term. They lowered guidance last quarter.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$2.300
Owned
No
DON'T BUY
DON'T BUY
October 9, 2018

The market is guessing they will have to cut dividend. They are struggling for capital. He would wait until the dust settles. The risk on the downside is too high if they have to cut the dividend.

Altagas Ltd (ALA-T)
October 9, 2018

The market is guessing they will have to cut dividend. They are struggling for capital. He would wait until the dust settles. The risk on the downside is too high if they have to cut the dividend.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$21.110
Owned
No
BUY
BUY
October 9, 2018

A very frustrating stock. One of the names that should have benefited from the NAFTA agreement. A company that is growing. They are doing all the right things. They will build like 11,000 buses in the next couple of years. Great balance sheet. Trading at 13 times earnings. They are certainly not selling and if you are not on it, might be a good time to pick it away.

A very frustrating stock. One of the names that should have benefited from the NAFTA agreement. A company that is growing. They are doing all the right things. They will build like 11,000 buses in the next couple of years. Great balance sheet. Trading at 13 times earnings. They are certainly not selling and if you are not on it, might be a good time to pick it away.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$46.970
Owned
Yes
DON'T BUY
DON'T BUY
October 9, 2018

One of the battle ground stocks this year. They made an acquisition that might have saved their business. Overall a good business, big government contracts. Nobody is building and sending 500 million dollar satellites. Now they are putting up smaller maybe 50 million dollars satellites and that is affecting their revenues. Lots of challenges to the name. In the meantime, the name is being kicked around. There is a big short seller affecting the stock.

One of the battle ground stocks this year. They made an acquisition that might have saved their business. Overall a good business, big government contracts. Nobody is building and sending 500 million dollar satellites. Now they are putting up smaller maybe 50 million dollars satellites and that is affecting their revenues. Lots of challenges to the name. In the meantime, the name is being kicked around. There is a big short seller affecting the stock.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$41.070
Owned
No
PARTIAL SELL
PARTIAL SELL
October 9, 2018

A name that they wouldn’t be interested even if they would be interested in the space. He would prefer a company on the medical side or the retail side. He would be taking some profits if he owned the name. Many things are changing on the area. Maybe in 5 years it is legal in the US.

Aurora Cannabis (ACB-T)
October 9, 2018

A name that they wouldn’t be interested even if they would be interested in the space. He would prefer a company on the medical side or the retail side. He would be taking some profits if he owned the name. Many things are changing on the area. Maybe in 5 years it is legal in the US.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$13.240
Owned
No