Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 29, 2018
He doesn't follow any individual name in the space. Too much uncertainty. Valuations are still high. Seems to be no margin of error.
Aphria Inc (APHA-T)
November 29, 2018
He doesn't follow any individual name in the space. Too much uncertainty. Valuations are still high. Seems to be no margin of error.
Ryan Modesto
Managing Partner, 5i Research
Price
$10.540
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 29, 2018
(A Top Pick Jan 02/18, Down 30%) The consumer is still there. They had two quarters that have been weak. From a valuation perspective it's trading at values not seen since 2012. Well-run company. There hasn't been a real material problem for the company.
Dollarama Inc. (DOL-T)
November 29, 2018
(A Top Pick Jan 02/18, Down 30%) The consumer is still there. They had two quarters that have been weak. From a valuation perspective it's trading at values not seen since 2012. Well-run company. There hasn't been a real material problem for the company.
Ryan Modesto
Managing Partner, 5i Research
Price
$35.840
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
November 29, 2018
(A Top Pick Jan 02/18, Down 6%) Still likes the name. Its was doing much better 3 months ago but the company kind of shot itself on the foot with a secondary offering and passed some shares at the top. There was no dilution but call the top on the transaction. They are doing some nice things. Thematically they are in the right space in terms of demographics.
BRP INC. (DOO-T)
November 29, 2018
(A Top Pick Jan 02/18, Down 6%) Still likes the name. Its was doing much better 3 months ago but the company kind of shot itself on the foot with a secondary offering and passed some shares at the top. There was no dilution but call the top on the transaction. They are doing some nice things. Thematically they are in the right space in terms of demographics.
Ryan Modesto
Managing Partner, 5i Research
Price
$44.190
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
November 29, 2018
(A Top Pick Jan 02/18, Up 7%) Logistics software company. Sticky revenues. Good job at making small acquisitions. Still really like it. Premium valuations but it held up pretty well in this last downturn.
Descartes (DSG-T)
November 29, 2018
(A Top Pick Jan 02/18, Up 7%) Logistics software company. Sticky revenues. Good job at making small acquisitions. Still really like it. Premium valuations but it held up pretty well in this last downturn.
Ryan Modesto
Managing Partner, 5i Research
Price
$38.380
Owned
Unknown
WATCH
WATCH
November 29, 2018
Facing a lot of competition from online businesses. Classic retail brick and mortar story. They are moving now to online. They have a good distribution set up. This move might take them out of the dog house. Worth a closer look.
Facing a lot of competition from online businesses. Classic retail brick and mortar story. They are moving now to online. They have a good distribution set up. This move might take them out of the dog house. Worth a closer look.
Ryan Modesto
Managing Partner, 5i Research
Price
$0.000
Owned
_N/A
BUY
BUY
November 29, 2018
Really like this company. There has been some drama in the company but has been well run. They own great brands. Starting to open up in the US. Investors are nervous on the debt load. But they have paid down their debt before. Good valuation for a leader in the online gambling.
Really like this company. There has been some drama in the company but has been well run. They own great brands. Starting to open up in the US. Investors are nervous on the debt load. But they have paid down their debt before. Good valuation for a leader in the online gambling.
Ryan Modesto
Managing Partner, 5i Research
Price
$25.690
Owned
Unknown
COMMENT
COMMENT
November 29, 2018
Pot retail and alcohol retail. Interesting as it has exposure to the marijuana space without the higher valuation. Even as he doesn't like the sector in general this is a good way to dip your toes in it.
Alcanna (CLIQ-T)
November 29, 2018
Pot retail and alcohol retail. Interesting as it has exposure to the marijuana space without the higher valuation. Even as he doesn't like the sector in general this is a good way to dip your toes in it.
Ryan Modesto
Managing Partner, 5i Research
Price
$7.200
Owned
_N/A