Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
December 14, 2018
On his shopping list. Bit more expensive on a PEG ratio than Ericsson, but he'd recommend it.
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Nokia (NOK-N)
December 14, 2018
On his shopping list. Bit more expensive on a PEG ratio than Ericsson, but he'd recommend it.
DON'T BUY
DON'T BUY
December 14, 2018
It was dead money, so they don't own it now. Prefers Luxoft and EPAM, they're cutting edge.
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CGI Group (A) (GIB.A-T)
December 14, 2018
It was dead money, so they don't own it now. Prefers Luxoft and EPAM, they're cutting edge.
HOLD
HOLD
December 14, 2018
Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding.
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Microsoft (MSFT-Q)
December 14, 2018
Eighth biggest holding, at 3%. Fantastic franchise. Built up the cloud. Very strong horses in the race, that's why they're a leader. Should be a core holding.
WAIT
WAIT
December 14, 2018
Good price point? Extremely volatile. Has been in and out of it, a stock you have to trade. At $145-155, is where he'd look to buy. They're raising a lot of cash for their growth.
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Shopify Inc. (SHOP-T)
December 14, 2018
Good price point? Extremely volatile. Has been in and out of it, a stock you have to trade. At $145-155, is where he'd look to buy. They're raising a lot of cash for their growth.
WATCH
WATCH
December 14, 2018
Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.
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Alithya Group inc (ALYA-T)
December 14, 2018
Just went public in June. Plays into same space as CGI. Small minnow in big pond, but very smart. Built business on acquisitions. Interesting, because they're picking out smaller and mid-size, and they have a long runway.
COMMENT
COMMENT
December 14, 2018

Has a 1.75% position. Has had a haircut. Price target of $46.07. Not cheap. Dividend yield is 4.6%. Interesting, because they have an oligopoly in internet and gaming. Tremendous leadership in the video ecosystem, they have the developers and the distribution network. And now it has Tencent Music. He'd buy into the bigger holding company.

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Has a 1.75% position. Has had a haircut. Price target of $46.07. Not cheap. Dividend yield is 4.6%. Interesting, because they have an oligopoly in internet and gaming. Tremendous leadership in the video ecosystem, they have the developers and the distribution network. And now it has Tencent Music. He'd buy into the bigger holding company.

TOP PICK
TOP PICK
December 14, 2018
Owns 3.7% position. Three segments: enterprise, service provider, small business. Conservative company. Reputation for under promising and over delivering. Product order growth is strong, regional diversity around the world. Yield is 2.9%. (Analysts’ price target is $51.21)
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Cisco (CSCO-Q)
December 14, 2018
Owns 3.7% position. Three segments: enterprise, service provider, small business. Conservative company. Reputation for under promising and over delivering. Product order growth is strong, regional diversity around the world. Yield is 2.9%. (Analysts’ price target is $51.21)