Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
November 21, 2018
They are a Canadian wine story. They are growing by acquisition. As the market has gone through a correction, so has this stock. As the multiple corrects, he will be looking at it.
Andrew Peller (ADW.A-T)
November 21, 2018
They are a Canadian wine story. They are growing by acquisition. As the market has gone through a correction, so has this stock. As the multiple corrects, he will be looking at it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$13.940
Owned
No
WAIT
WAIT
November 21, 2018
They own locations in the larger cities, primarily grocery anchored shopping centres. They are managed by a good focused real estate team. They like to buy the best locations in urban areas. He will look at it on a pull back. It is a good long term hold.
They own locations in the larger cities, primarily grocery anchored shopping centres. They are managed by a good focused real estate team. They like to buy the best locations in urban areas. He will look at it on a pull back. It is a good long term hold.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$19.650
Owned
No
DON'T BUY
DON'T BUY
November 21, 2018
This is a regional airline spun out by Air Canada. They still have a relationship with Air Canada. However, he prefers Air Canada to Chorus.
Chorus Aviation Inc (CHR-T)
November 21, 2018
This is a regional airline spun out by Air Canada. They still have a relationship with Air Canada. However, he prefers Air Canada to Chorus.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$6.410
Owned
No
BUY WEAKNESS
BUY WEAKNESS
November 21, 2018
This is a flight simulator business based out of Montreal. They are a well run company. There will be increased demand for flight training around the world. He thinks valuation is too high right now.
CAE Inc (CAE-T)
November 21, 2018
This is a flight simulator business based out of Montreal. They are a well run company. There will be increased demand for flight training around the world. He thinks valuation is too high right now.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$26.280
Owned
No
DON'T BUY
DON'T BUY
November 21, 2018
They sell energy contracts. They have under gone several management changes over the years. He is not a great fan of this business model.
Just Energy Group (JE-T)
November 21, 2018
They sell energy contracts. They have under gone several management changes over the years. He is not a great fan of this business model.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$5.320
Owned
No
DON'T BUY
DON'T BUY
November 21, 2018
This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$66.740
Owned
No
DON'T BUY
DON'T BUY
November 21, 2018
Before the acquisition of Canopy, they were in spirits and beverage business. They spent a lot of money for Canopy Growth. They may have to take a write down on that investment in the coming year. Debt is a concern.
Before the acquisition of Canopy, they were in spirits and beverage business. They spent a lot of money for Canopy Growth. They may have to take a write down on that investment in the coming year. Debt is a concern.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$194.210
Owned
No