Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
February 5, 2019
News that the owner of a crypto exchange died and took the password to $190 million of cryptos with him. It's not the first issue in this space. Last year, there were similar problems in Asia with fraud or people losing the password. Generally, he sees how cryptos are useful in some cases, namely developing nations, but in a developed country with perfectly good banking, it raises the question of why tie up a lot of money in a crypto apart from speculating?
News that the owner of a crypto exchange died and took the password to $190 million of cryptos with him. It's not the first issue in this space. Last year, there were similar problems in Asia with fraud or people losing the password. Generally, he sees how cryptos are useful in some cases, namely developing nations, but in a developed country with perfectly good banking, it raises the question of why tie up a lot of money in a crypto apart from speculating?
Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$0.000
Owned
Unknown
BUY
BUY
February 5, 2019
Great Canadian success story. Not cheap, and extremely volatile. But it's resilient and has always bounced back. He'd continue to buy. It's a high multiple stock, so gets hit harder when the market gets hit.
Shopify Inc. (SHOP-T)
February 5, 2019
Great Canadian success story. Not cheap, and extremely volatile. But it's resilient and has always bounced back. He'd continue to buy. It's a high multiple stock, so gets hit harder when the market gets hit.
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$227.950
Owned
Yes
BUY
BUY
February 5, 2019
Has been one of the leaders in the REIT industrial space. This is an opportunity to buy. Look at it for a 1-3 year hold. If you like the name, hold.
Has been one of the leaders in the REIT industrial space. This is an opportunity to buy. Look at it for a 1-3 year hold. If you like the name, hold.
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$13.310
Owned
No
HOLD
HOLD
February 5, 2019
One concern is where will they find growth. Does have safety, a strong dividend. A widows and orphans stock. He doesn't own it, but sees no problem if you do. (Analysts’ price target is $58.00)
BCE Inc. (BCE-T)
February 5, 2019
One concern is where will they find growth. Does have safety, a strong dividend. A widows and orphans stock. He doesn't own it, but sees no problem if you do. (Analysts’ price target is $58.00)
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$57.400
Owned
No
HOLD
HOLD
February 5, 2019
Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.
Great Canadian success story. Very big pullback, which is not uncommon in the Canadian market. Last quarter earnings disappointed, but this is transitory. Have done a very good job managing this type of pressure. Don't be concerned about the pullback. Hold if you own, but he wouldn't rush out to buy more. Cost pressures will take a bit of time to work through. Yield is 2.42%.
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$78.610
Owned
No
COMMENT
COMMENT
February 5, 2019
Represents the entire Canadian energy patch. The energy sector is being abandoned as investors move into other areas. Very cheap, there's some leverage there, so you could have an above average year, but doesn't see it doubling in the next year.
Encana Corp (ECA-T)
February 5, 2019
Represents the entire Canadian energy patch. The energy sector is being abandoned as investors move into other areas. Very cheap, there's some leverage there, so you could have an above average year, but doesn't see it doubling in the next year.
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$8.920
Owned
Unknown
HOLD
HOLD
February 5, 2019
Canadian banks represent 30% of our index, so they're important. Royal is the bellwether for the group, with a good and high dividend. Thinks dividend will increase. Stable, well protected businesses. Banks typically double every 5-7 years, and nothing he can see to stop this. Yield is 3.87%.
Royal Bank (RY-T)
February 5, 2019
Canadian banks represent 30% of our index, so they're important. Royal is the bellwether for the group, with a good and high dividend. Thinks dividend will increase. Stable, well protected businesses. Banks typically double every 5-7 years, and nothing he can see to stop this. Yield is 3.87%.
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$101.200
Owned
Unknown