Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
January 28, 2019
His target yield / benchmark is as in VT-N plus 100 basis points. It's around 3.8% right now. Dividends from foreign corporations are treated as income but about half of it will be from capital gains.
His target yield / benchmark is as in VT-N plus 100 basis points. It's around 3.8% right now. Dividends from foreign corporations are treated as income but about half of it will be from capital gains.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$30.600
Owned
Yes
SELL
SELL
January 28, 2019
Equal weight mining ETF. Global mining will underperform going into a recession. Strong sell.
Equal weight mining ETF. Global mining will underperform going into a recession. Strong sell.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$42.290
Owned
Unknown
BUY
BUY
January 28, 2019
Managed software for employee stock purchase programs. They are the world leaders. It is his fifth biggest position. You are going to see recurring revenues ramp up over the next year or two. Profit margins are increasing also. They are reasonably priced. They will continue to grow.
Solium Capital Inc (SUM-T)
January 28, 2019
Managed software for employee stock purchase programs. They are the world leaders. It is his fifth biggest position. You are going to see recurring revenues ramp up over the next year or two. Profit margins are increasing also. They are reasonably priced. They will continue to grow.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$13.190
Owned
Yes
BUY
BUY
January 28, 2019
Third largest holding. They have a 45% market share. They deliver proportioned meals to your door. There is zero wastage. It reduces your carbon footprint. All the packaging is recyclable. Margins are much healthier. They are growing quickly and the stocks is reasonably priced.
Third largest holding. They have a 45% market share. They deliver proportioned meals to your door. There is zero wastage. It reduces your carbon footprint. All the packaging is recyclable. Margins are much healthier. They are growing quickly and the stocks is reasonably priced.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$3.500
Owned
Yes
DON'T BUY
DON'T BUY
January 28, 2019
He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec.
Quebecor Inc (B) (QBR.B-T)
January 28, 2019
He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$30.510
Owned
No
BUY
BUY
January 28, 2019
The symbol changed last year. He has a big position (about 7% of the company). They are signing up a lot of new business. The volumes are rising nicely and they are in the process of building a new facility. This is the year for the company to really shine. It pays a nice dividend. Some countries are banning the chemical process.
The symbol changed last year. He has a big position (about 7% of the company). They are signing up a lot of new business. The volumes are rising nicely and they are in the process of building a new facility. This is the year for the company to really shine. It pays a nice dividend. Some countries are banning the chemical process.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$0.000
Owned
Yes
BUY
BUY
January 28, 2019
The stock got hammered. It is a good buying opportunity. He thinks same store sales will climb back up. There is still more growth ahead of them. It is a great time to buy it.
Dollarama Inc. (DOL-T)
January 28, 2019
The stock got hammered. It is a good buying opportunity. He thinks same store sales will climb back up. There is still more growth ahead of them. It is a great time to buy it.
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
Price
$35.330
Owned
Yes