Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 3, 2018
Why was it hit so hard and will it recover to $50? A phenomenal growth story that probably still has years to go. When a huge growth stock becomes a mature company and there are questions about the growth, the multiple will contract. We are probably in that phase with this one. Don’t play it for much more than a bounce at the $40ish level.
Dollarama Inc. (DOL-T)
December 3, 2018
Why was it hit so hard and will it recover to $50? A phenomenal growth story that probably still has years to go. When a huge growth stock becomes a mature company and there are questions about the growth, the multiple will contract. We are probably in that phase with this one. Don’t play it for much more than a bounce at the $40ish level.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$35.240
Owned
Unknown
BUY
BUY
December 3, 2018
It is the pipeline sector in the US. The yield is north of 8%. He likes it. He accumulated a lot of it under $11. It is now very attractive down here. There is not huge growth here. It will just trade in a range. The yield is very sustainable.
Alerian MLP ETF (AMLP-N)
December 3, 2018
It is the pipeline sector in the US. The yield is north of 8%. He likes it. He accumulated a lot of it under $11. It is now very attractive down here. There is not huge growth here. It will just trade in a range. The yield is very sustainable.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$9.820
Owned
Yes
DON'T BUY
DON'T BUY
December 3, 2018
It is too expensive for his style. He questions if the new business of advancing funds, if this money is not being used to pay fees to Shopify. You have to keep your eye on that. There is good growth but what are you paying for that growth. These kinds of companies can come off dramatically.
Shopify Inc. (SHOP-T)
December 3, 2018
It is too expensive for his style. He questions if the new business of advancing funds, if this money is not being used to pay fees to Shopify. You have to keep your eye on that. There is good growth but what are you paying for that growth. These kinds of companies can come off dramatically.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$207.350
Owned
No
SELL
SELL
December 3, 2018
They do canola mainly. At these prices the stock is so cheap. He sold because he was not seeing enough capital being deployed in Canola streams.
Input Capital Corp (INP-X)
December 3, 2018
They do canola mainly. At these prices the stock is so cheap. He sold because he was not seeing enough capital being deployed in Canola streams.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.840
Owned
Unknown
STRONG BUY
STRONG BUY
December 3, 2018
It is one of Canada's leading meal kit companies. Last quarter they came in ahead of top line revenue growth. They improved gross margins, better than the grocery industry. There is no wastage of food. This morning's subscriber numbers blew him out of the water. He is really, really happy. Someone might make an offer for them.
It is one of Canada's leading meal kit companies. Last quarter they came in ahead of top line revenue growth. They improved gross margins, better than the grocery industry. There is no wastage of food. This morning's subscriber numbers blew him out of the water. He is really, really happy. Someone might make an offer for them.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$2.980
Owned
Yes
BUY
BUY
December 3, 2018
It is a new position he put on this year. New orders took a lot longer to gather for this company. He thinks they have a winning bus that will meet the right-sizing of transit in the US. He thinks it will be much better next year. They are suffering from tax-loss selling.
It is a new position he put on this year. New orders took a lot longer to gather for this company. He thinks they have a winning bus that will meet the right-sizing of transit in the US. He thinks it will be much better next year. They are suffering from tax-loss selling.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.840
Owned
Yes
STRONG BUY
STRONG BUY
December 3, 2018
His second biggest position. They made a few acquisitions that position them in all the sectors of wireless antennas. They will have huge potential over the next 20 years. Their sales are booming overseas as developing countries catch up. He expects double digit growth next year.
His second biggest position. They made a few acquisitions that position them in all the sectors of wireless antennas. They will have huge potential over the next 20 years. Their sales are booming overseas as developing countries catch up. He expects double digit growth next year.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.720
Owned
Yes