Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
January 21, 2019
He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another.
Shopify Inc. (SHOP-T)
January 21, 2019
He's owned it in the past. He likes the company and its recurring revenue, but they don't have net income. What really worries him is competition in this space. It's overvalued at the moment, but has held up quite well. $170-220 is their range for the past year. Wait till it breaks below $170, but it's anyone's guess whether it goes one way or another.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$210.190
Owned
No
COMMENT
COMMENT
January 21, 2019
There was a short report on them a few months ago that suggested they landed a tremendous deal in Ontario but it went wrong. They have an aggressive growth plan to build their casinos, which requires a lot of capital. During a downtown, gambling is recession proof. High ROE.
There was a short report on them a few months ago that suggested they landed a tremendous deal in Ontario but it went wrong. They have an aggressive growth plan to build their casinos, which requires a lot of capital. During a downtown, gambling is recession proof. High ROE.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$53.920
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 21, 2019
They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
Photon Control (PHO-T)
January 21, 2019
They're in the semi space, which has been smacked lately. This will be fine. Their ROE has dipped too low for him, though. If you own it, hang onto it. If you have a time horizon past five years, add to your position.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.200
Owned
Unknown
DON'T BUY
DON'T BUY
January 21, 2019
A luxury brand and many are rushing out to buy a $900 parka. They're a one-pony show, though they diversifying away from making only coats. The China situation is certainly a concern. They're too expensive now, anyway, and relatively new (he wants to see more history). One store is near his Vancouver office and he's seen long line-ups. But where are its recurring revenue (sales from the same customer)?
A luxury brand and many are rushing out to buy a $900 parka. They're a one-pony show, though they diversifying away from making only coats. The China situation is certainly a concern. They're too expensive now, anyway, and relatively new (he wants to see more history). One store is near his Vancouver office and he's seen long line-ups. But where are its recurring revenue (sales from the same customer)?
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$66.970
Owned
No
DON'T BUY
DON'T BUY
January 21, 2019
A royalty play. They buy oil and gas from producers. Where is the price of oil and gas going? He has no idea. But oil and gas will be weak in a recession which he expects to happen. Look at Franco-Nevada if you want a royalty play. This may be good if you have a long-term horizon.
Freehold Royalties (FRU-T)
January 21, 2019
A royalty play. They buy oil and gas from producers. Where is the price of oil and gas going? He has no idea. But oil and gas will be weak in a recession which he expects to happen. Look at Franco-Nevada if you want a royalty play. This may be good if you have a long-term horizon.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$9.080
Owned
Unknown
DON'T BUY
DON'T BUY
January 21, 2019
Average down? He wouldn't. He used to own this. He hasn't looked at NFI lately. Take a good look at their financials.
Average down? He wouldn't. He used to own this. He hasn't looked at NFI lately. Take a good look at their financials.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$31.730
Owned
No
BUY
BUY
January 21, 2019
He owns Mastercard. The credit card industry is fabulous. 85% of the world's credit card market is dominated by Visa and Mastercard. They have a strong moat. They make money when people have money or not.
Visa Inc. (V-N)
January 21, 2019
He owns Mastercard. The credit card industry is fabulous. 85% of the world's credit card market is dominated by Visa and Mastercard. They have a strong moat. They make money when people have money or not.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$0.000
Owned
No