Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 21, 2019
Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
SalesForce.com Inc.(CRM-N)
January 21, 2019
Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$0.000
Owned
No
DON'T BUY
DON'T BUY
January 21, 2019
They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.
General Electric(GE-N)
January 21, 2019
They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$0.000
Owned
No
BUY
BUY
January 21, 2019
Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient.
Has owned this for five years. It's been doing sideways until only recently. It didn't move higher on volume (which he'd like to see). It's a strong company, though. He expects a recession, but convenience stores are resilient.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$71.300
Owned
Yes
BUY
BUY
January 21, 2019
He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
Telus Corp(T-T)
January 21, 2019
He briefly owned this. He's heard that Telus has spent a lot of money building their fibre-optics network and could increase their free cash flow. Its growth rate isn't high enough for him, but it is the strongest telco in this sector. A good stock.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$45.920
Owned
No
PAST TOP PICK
PAST TOP PICK
January 21, 2019
(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
CCL Industries (B)(CCL.B-T)
January 21, 2019
(A Top Pick Jan 22/18, Down 7%) Stopped out and sold. Well-run company with steady a steady packaging business. Their cash flow allows them to acquire businesses. He still keeps an eye on them. In a slowdown, they will suffer, but they have a steady history of being acquirers and can't buy during downturns.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$54.450
Owned
No
PAST TOP PICK
PAST TOP PICK
January 21, 2019
(A Top Pick Jan 22/18, Down 13%) They hold international companies that have a Buffet-style "moat." He strongly suggests this ETF.
(A Top Pick Jan 22/18, Down 13%) They hold international companies that have a Buffet-style "moat." He strongly suggests this ETF.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$0.000
Owned
No
PAST TOP PICK
PAST TOP PICK
January 21, 2019
(A Top Pick Jan 22/18, Up 14%) Have excess cash flow to buy other companies. STC itself is very small, so keep that in mind. He likes them. He hopes they breakabove $1.40. They've been going sideways lately, but are well-run.
(A Top Pick Jan 22/18, Up 14%) Have excess cash flow to buy other companies. STC itself is very small, so keep that in mind. He likes them. He hopes they breakabove $1.40. They've been going sideways lately, but are well-run.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.280
Owned
Yes