Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
November 19, 2018
Solid managers who've been buying in Canada and are now expanding into the U.S. His concern is their high valuation vs. its peers in America. But after the recent correction, PLC looks better. He's looking closely at it. It's a stable sector with aging demographics in its favour. PLC is the only public player in Canada.
Park Lawn Corp(PLC-T)
November 19, 2018
Solid managers who've been buying in Canada and are now expanding into the U.S. His concern is their high valuation vs. its peers in America. But after the recent correction, PLC looks better. He's looking closely at it. It's a stable sector with aging demographics in its favour. PLC is the only public player in Canada.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$20.880
Owned
No
BUY
BUY
November 19, 2018
Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
Amazon.com(AMZN-Q)
November 19, 2018
Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$1512.290
Owned
Unknown
HOLD
HOLD
November 19, 2018
Telcos have been a safe haven in this market, but VZ has long-term challenges as people cut the cable cord. It's safe to hang onto it for the dividend, but don't add to it.
Verizon Communications(VZ-N)
November 19, 2018
Telcos have been a safe haven in this market, but VZ has long-term challenges as people cut the cable cord. It's safe to hang onto it for the dividend, but don't add to it.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$60.620
Owned
Unknown
DON'T BUY
DON'T BUY
November 19, 2018
Doesn't love it. It's been a growth stock and so has had a premium in their stock. So when it had a recent misstep, the stock got killed. Even after the pullback, it's still a pricey stock in terms of valuation. He fears more competition coming, and as they raise they prices to a few dollars, DOL starts to compete with stores like Walmart.
Dollarama Inc.(DOL-T)
November 19, 2018
Doesn't love it. It's been a growth stock and so has had a premium in their stock. So when it had a recent misstep, the stock got killed. Even after the pullback, it's still a pricey stock in terms of valuation. He fears more competition coming, and as they raise they prices to a few dollars, DOL starts to compete with stores like Walmart.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$34.600
Owned
No
BUY
BUY
November 19, 2018
It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
Pollard Banknote Ltd(PBL-T)
November 19, 2018
It's still a core position for him. Excellent managers who've made some acquisitions that they'll likely continue. Just enjoyed a great quarter. The outlook looks good.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$22.910
Owned
Yes
BUY
BUY
November 19, 2018
He doesn't follow this company, though it's high-quality. It's a safe-haven, tech-quality play. They trade at a decent valuation with a strong brand name with a blue-chip customer list.
SAP AG ADR(SAP-N)
November 19, 2018
He doesn't follow this company, though it's high-quality. It's a safe-haven, tech-quality play. They trade at a decent valuation with a strong brand name with a blue-chip customer list.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$101.580
Owned
No
BUY
BUY
November 19, 2018
Likes it. Globally, it's one of the cheapest valuations in its sector. It's a way to play e-commerce, since CAS makes boxes that packages are delivered in. Generates a lot of free cash flows. Insiders own a lot of stock.
Cascades Inc(CAS-T)
November 19, 2018
Likes it. Globally, it's one of the cheapest valuations in its sector. It's a way to play e-commerce, since CAS makes boxes that packages are delivered in. Generates a lot of free cash flows. Insiders own a lot of stock.
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$11.070
Owned
Unknown