Latest Expert Opinions

Signal
Opinion
Expert
WAIT
WAIT
February 20, 2019
One of her favourite energy stocks. We've had several false bottoms, so she's not sure this is the bottom. Good geographic diversification, and not reliant on Canadian prices. Likes the management. (Analysts’ price target is $41.27)
Vermilion Energy Inc(VET-T)
February 20, 2019
One of her favourite energy stocks. We've had several false bottoms, so she's not sure this is the bottom. Good geographic diversification, and not reliant on Canadian prices. Likes the management. (Analysts’ price target is $41.27)
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$33.580
Owned
Unknown
HOLD
HOLD
February 20, 2019
Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it.
Another 10 bagger. Growth by acquisition. Latest quarter was way better than expected. They've now started to declare the value of the assets. There's also some organic growth. Management team's fantastic. Paid a one-time dividend, which is good, but does it mean they have nothing else to spend their money on. Hang on to it.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$1158.440
Owned
Unknown
COMMENT
COMMENT
February 20, 2019
Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to keep your eye on it.
Facebook(FB-Q)
February 20, 2019
Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to keep your eye on it.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$162.560
Owned
No
HOLD
HOLD
February 20, 2019
Blue chip. One of the premium dividend payers. One of the issues is that pricing power is not quite there. Not a growth story, but you can 100% hold it as a dividend play. Nothing to propel earnings higher in next 2-3 years, so she's not excited about it. No chatter about future acquisitions. Great company, great management team. Yield is 5.5%.
BCE Inc.(BCE-T)
February 20, 2019
Blue chip. One of the premium dividend payers. One of the issues is that pricing power is not quite there. Not a growth story, but you can 100% hold it as a dividend play. Nothing to propel earnings higher in next 2-3 years, so she's not excited about it. No chatter about future acquisitions. Great company, great management team. Yield is 5.5%.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$57.680
Owned
No
HOLD
HOLD
February 20, 2019
Great growth by acquisition story for decades. Stumbled a bit in the last year and a half, nothing serious. Earnings flatlined. You'll see acceleration again. Competitors have reported good earnings on gasoline. Expecting a good number, and you'll see the multiple increase. Still $10 left in this stock.
Great growth by acquisition story for decades. Stumbled a bit in the last year and a half, nothing serious. Earnings flatlined. You'll see acceleration again. Competitors have reported good earnings on gasoline. Expecting a good number, and you'll see the multiple increase. Still $10 left in this stock.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$73.080
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 20, 2019
(A Top Pick Feb 28/18, Down 9%) Resin prices rose sharply, which they mostly passed on to customers. So serious margin contraction, but this has been alleviated now.
CCL Industries (B)(CCL.B-T)
February 20, 2019
(A Top Pick Feb 28/18, Down 9%) Resin prices rose sharply, which they mostly passed on to customers. So serious margin contraction, but this has been alleviated now.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$57.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 20, 2019
(A Top Pick Feb 28/18, Down 21%) Bought Canopy. She thinks this was a great buy, but others think it an expensive acquisition with no immediate payout. Consumer stocks haven't participated in the recent rally, as they are more defensive. Likes management. Five years from now, the acquisition will seem like a smart buy.
(A Top Pick Feb 28/18, Down 21%) Bought Canopy. She thinks this was a great buy, but others think it an expensive acquisition with no immediate payout. Consumer stocks haven't participated in the recent rally, as they are more defensive. Likes management. Five years from now, the acquisition will seem like a smart buy.
Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$166.980
Owned
Yes