Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 2, 2018
He likes this stock and sees upside to $54.77. It is in his Top 5 of his fund. He thinks block chain is a good opportunity for this company.
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Cisco (CSCO-Q)
November 2, 2018
He likes this stock and sees upside to $54.77. It is in his Top 5 of his fund. He thinks block chain is a good opportunity for this company.
DON'T BUY
DON'T BUY
November 2, 2018
He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
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Spin Master Corp (TOY-T)
November 2, 2018
He sees value up to $50.90. Any new toy can be hit or miss and he thinks they have had a few toys go their way, but it is expensive here.
SPECULATIVE BUY
SPECULATIVE BUY
November 2, 2018

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

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Micron Technology (MU-Q)
November 2, 2018

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

COMMENT
COMMENT
November 2, 2018
He has long expected a crash in this space. Eventually the market will figure out which ones will survive. He still expects further downside in the space and his model price is only $3 per share since it has no current earnings.
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He has long expected a crash in this space. Eventually the market will figure out which ones will survive. He still expects further downside in the space and his model price is only $3 per share since it has no current earnings.
SPECULATIVE BUY
SPECULATIVE BUY
November 2, 2018
The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
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The semi-conductor space has come back a lot. He has a model price near $14. He thinks you can accumulate shares on any significant decline. He would recommend buying a little here and more at $18.30 – just not your full position yet.
DON'T BUY
DON'T BUY
November 2, 2018
He does not favour Canadian stocks right now, based on their high valuations. This is under pressure now for no single reason. He expects they are weak on growth prospects. He expects the stock could drop to $35.55 and $28.50 if the growth story is broken.
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Parkland Fuel Corp (PKI-T)
November 2, 2018
He does not favour Canadian stocks right now, based on their high valuations. This is under pressure now for no single reason. He expects they are weak on growth prospects. He expects the stock could drop to $35.55 and $28.50 if the growth story is broken.
DON'T BUY
DON'T BUY
November 2, 2018
He sees nothing but pain and agrees with the dividend cut. He thinks the stock needs to fall further and thinks you have to wait to see where the dust settles. He thinks major write downs are still required.
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General Electric (GE-N)
November 2, 2018
He sees nothing but pain and agrees with the dividend cut. He thinks the stock needs to fall further and thinks you have to wait to see where the dust settles. He thinks major write downs are still required.