Latest Expert Opinions

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
February 1, 2019
This is lagging their peers in the US financial space. If interest rates increase, earnings will grow. He thinks their reputation still needs some improving before it brings back investors.
Show full opinionHide full opinion
Wells Fargo (WFC-N)
February 1, 2019
This is lagging their peers in the US financial space. If interest rates increase, earnings will grow. He thinks their reputation still needs some improving before it brings back investors.
BUY WEAKNESS
BUY WEAKNESS
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
Show full opinionHide full opinion
Walt Disney (DIS-N)
February 1, 2019
They have an enormous content library. The future will depend on how they deal with the Netflix challenge. He would look to add to any position on a pull back.
BUY WEAKNESS
BUY WEAKNESS
February 1, 2019
They have announced some write-downs on oil sands related assets in Q4, but they have a very clean balance sheet. They do not have any massive capex projects upcoming to eat into their cash flow. He sees any further weakness as a buy opportunity.
Show full opinionHide full opinion
They have announced some write-downs on oil sands related assets in Q4, but they have a very clean balance sheet. They do not have any massive capex projects upcoming to eat into their cash flow. He sees any further weakness as a buy opportunity.
DON'T BUY
DON'T BUY
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
Show full opinionHide full opinion
Kinaxis Inc (KXS-T)
February 1, 2019
He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)
HOLD
HOLD
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
Show full opinionHide full opinion
Costco Wholesale (COST-Q)
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
DON'T BUY
DON'T BUY
February 1, 2019
They effectively sold their airplane division. He looks for companies with good balance sheets and strong margins. He does not see this as a good margin business and would rather look for more quantifiable investments.
Show full opinionHide full opinion
They effectively sold their airplane division. He looks for companies with good balance sheets and strong margins. He does not see this as a good margin business and would rather look for more quantifiable investments.
HOLD
HOLD
February 1, 2019
He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.
Show full opinionHide full opinion
Descartes (DSG-T)
February 1, 2019
He does not do small caps. It trades on very expensive metrics and he would look to US companies for new capital. If you already own it, continue to hold it.