Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
November 29, 2018
Essentially health care dressing, bandages and things like that. They have a big entrance into the market when they won a big contract in Saudi Arabia but now there are concerns with all the problems with that country. They have a foot on the US side now as well. Revenue is very good. It is high risk as it is a small name.
Essentially health care dressing, bandages and things like that. They have a big entrance into the market when they won a big contract in Saudi Arabia but now there are concerns with all the problems with that country. They have a foot on the US side now as well. Revenue is very good. It is high risk as it is a small name.
Ryan Modesto
Managing Partner, 5i Research
Price
$5.570
Owned
Unknown
BUY
BUY
November 29, 2018
Like the name. They make flight simulators for commercial and military flights. There is a need for pilots and for training pilots. They are getting into the augmented reality side and partnered with Microsoft on that. Current business is good. Good cash flow.
CAE Inc (CAE-T)
November 29, 2018
Like the name. They make flight simulators for commercial and military flights. There is a need for pilots and for training pilots. They are getting into the augmented reality side and partnered with Microsoft on that. Current business is good. Good cash flow.
Ryan Modesto
Managing Partner, 5i Research
Price
$26.590
Owned
Unknown
HOLD
HOLD
November 29, 2018

A royalty company. Low risk dividend overall. He likes it. Income names have been beaten up. Overtime it will come back.

Pizza Pizza Royalty (PZA-T)
November 29, 2018

A royalty company. Low risk dividend overall. He likes it. Income names have been beaten up. Overtime it will come back.

Ryan Modesto
Managing Partner, 5i Research
Price
$8.950
Owned
_N/A
BUY
BUY
November 29, 2018

Great Canadian company. He likes it. Paw Patrol sales are probably going to slide off but still the top brand for now. The bankruptcy of Toys 'r Us has really disrupted the space. He thinks that all the fear has been priced in. High quality company. It is going to do OK in the next 3 - 5 years.

Spin Master Corp (TOY-T)
November 29, 2018

Great Canadian company. He likes it. Paw Patrol sales are probably going to slide off but still the top brand for now. The bankruptcy of Toys 'r Us has really disrupted the space. He thinks that all the fear has been priced in. High quality company. It is going to do OK in the next 3 - 5 years.

Ryan Modesto
Managing Partner, 5i Research
Price
$40.280
Owned
Unknown
TOP PICK
TOP PICK
November 29, 2018

They had an earnings release recently that the market didn't like. Still a growth story. Well diversified internationally. Good insider participation. Demographic story on baby boomers needing accessibility aids. Trading at a cheaper valuation than I had been trading for a while. (Analysts’ price target is $18.75)

Savaria Corp (SIS-T)
November 29, 2018

They had an earnings release recently that the market didn't like. Still a growth story. Well diversified internationally. Good insider participation. Demographic story on baby boomers needing accessibility aids. Trading at a cheaper valuation than I had been trading for a while. (Analysts’ price target is $18.75)

Ryan Modesto
Managing Partner, 5i Research
Price
$13.200
Owned
_N/A
TOP PICK
TOP PICK
November 29, 2018
He likes the business as in good times and bad times people go out for a drink with friends. (Analysts’ price target is $19.58)
Andrew Peller (ADW.A-T)
November 29, 2018
He likes the business as in good times and bad times people go out for a drink with friends. (Analysts’ price target is $19.58)
Ryan Modesto
Managing Partner, 5i Research
Price
$14.010
Owned
_N/A
TOP PICK
TOP PICK
November 29, 2018

Yield of 5%. Same store sales of 13% in the last quarter. 8% in the last year. They are doing all the right things. Growing their store count. Everything moving in the right direction. (Analysts’ price target is $36.00)

Yield of 5%. Same store sales of 13% in the last quarter. 8% in the last year. They are doing all the right things. Growing their store count. Everything moving in the right direction. (Analysts’ price target is $36.00)

Ryan Modesto
Managing Partner, 5i Research
Price
$34.370
Owned
Unknown