Latest Expert Opinions

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COMMENT
November 14, 2018
They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
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They have a $100-million lawsuit (because of a US acquisition) which will absorb their cash flow. They are highly levered, so this is bad news. Dividend is pushing 10% now; you can hold it for this. A bit risky.
BUY
BUY
November 14, 2018
Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
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Real estate is mostly in Quebec, a stable market, and Montreal is seeing an uptick. They own shopping meals. He likes it. Great dividend. They have new and better management.
BUY WEAKNESS
BUY WEAKNESS
November 14, 2018
They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
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They've done a great job penetrating the American market over 20 years. But in the last 5 years, they've struggled. He buys at $30 and sells over $40.
DON'T BUY
DON'T BUY
November 14, 2018
They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.
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They made a lot of acquisitions and need them to grow--and that's tough. P/E of 22. He's rather buy their big customer, Starbucks.
TOP PICK
TOP PICK
November 14, 2018
#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
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#1 in internet search, and owns YouTube and Waymo (self-driving cars). It's pulled back to 23x earnings and still growing revenues in the high-teens %. So it's now cheap. (Analysts’ price target is $1348.97)
TOP PICK
TOP PICK
November 14, 2018
He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98)
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Qualcomm (QCOM-Q)
November 14, 2018
He's bought and sold this within a range over the past five years. Likes this because 5G will be a huge technology spend, and Qualcomm is the technology licensee. It pays over a 4% dividend. They are suing Apple over technology and, if they win, will be huge for QCOM. Low-risk, good upside. (Analysts’ price target is $69.98)
TOP PICK
TOP PICK
November 14, 2018
Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29)
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Linamar Corp (LNR-T)
November 14, 2018
Nominated CEO of the year. He's long followed this. $7 billion in annual revenue and will hit $10 billion by 2022. They have technology for e-cars. Cheap at 5x earnings when it should be at least 12x. (Analysts’ price target is $75.29)