Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
October 9, 2018

Not many warehouses. He likes Summit Real Estate Investment (SMU.UN-T) more given their stronger presence in the GTA. Still it is a safe bet now for a long-term investor in a sector that is growing. One of the lower growth names in the sector but definitely likes the sector.

Not many warehouses. He likes Summit Real Estate Investment (SMU.UN-T) more given their stronger presence in the GTA. Still it is a safe bet now for a long-term investor in a sector that is growing. One of the lower growth names in the sector but definitely likes the sector.

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$9.530
Owned
No
TOP PICK
TOP PICK
October 9, 2018

Fantastic company and fantastic Management team. Not cheap from a valuation perspective. Will do good deals in the e-commerce space. Very customer centric. Sticky, high recurring revenue story. (Analysts’ price target is $46.76)

Descartes (DSG-T)
October 9, 2018

Fantastic company and fantastic Management team. Not cheap from a valuation perspective. Will do good deals in the e-commerce space. Very customer centric. Sticky, high recurring revenue story. (Analysts’ price target is $46.76)

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$40.240
Owned
Yes
TOP PICK
TOP PICK
October 9, 2018

Owned it before. They generate fees and carry on massive amounts of money that they have raised. Provides stability to the portfolio. Dividend yield of 1.4%. (Analysts’ price target is $67.09)

Owned it before. They generate fees and carry on massive amounts of money that they have raised. Provides stability to the portfolio. Dividend yield of 1.4%. (Analysts’ price target is $67.09)

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$56.130
Owned
Yes
TOP PICK
TOP PICK
October 9, 2018

Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long. (Analysts’ price target is $127.55)

Great Management team. People want to sell their business to them. Maybe went ahead of themselves on a valuation multiple up to the beginning of the year and since then it has been nonstop down days. He feels there are more acquisitions ahead and won’t stay below $100 for long. (Analysts’ price target is $127.55)

James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$90.030
Owned
Yes