Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
February 27, 2019
He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump.
He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$16.220
Owned
No
DON'T BUY
DON'T BUY
February 27, 2019
He used to favour this stock. Its challenge--and demise--is the debt it takes to operate this kind of company, like the costs of clam vessels. The balance sheet got hit. Now, CLR is recovering, but you don't want to own a company with heavy debt at this point in the cycle.
He used to favour this stock. Its challenge--and demise--is the debt it takes to operate this kind of company, like the costs of clam vessels. The balance sheet got hit. Now, CLR is recovering, but you don't want to own a company with heavy debt at this point in the cycle.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$5.300
Owned
No
DON'T BUY
DON'T BUY
February 27, 2019
They do share buybacks, but TRP is a step behind its peer, Enbridge which has a stronger capital structure (i.e. discontinued its DRIP). With their growth projects, they're not out of the woods just yet. Buy Enbridge instead. Also, it's so difficult to build a pipeline in Canada.
TransCanada Corp(TRP-T)
February 27, 2019
They do share buybacks, but TRP is a step behind its peer, Enbridge which has a stronger capital structure (i.e. discontinued its DRIP). With their growth projects, they're not out of the woods just yet. Buy Enbridge instead. Also, it's so difficult to build a pipeline in Canada.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$58.960
Owned
No
COMMENT
COMMENT
February 27, 2019
It's had an incredible run off lows. They've done a fine job of growing. Beware that short-sellers have been challening BAD. He is impressed with BAD.
Badger Daylighting(BAD-T)
February 27, 2019
It's had an incredible run off lows. They've done a fine job of growing. Beware that short-sellers have been challening BAD. He is impressed with BAD.
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$37.750
Owned
No
TOP PICK
TOP PICK
February 27, 2019
Great execution in broadcast equipment, like internet protocol. Netflix and Disney need Evertz's technology. Their R&D as percentage of revenue is off the charts. Management owns 65% of the company and future acquisitions could be a catalyst. (Analysts’ price target is $18.33)
Great execution in broadcast equipment, like internet protocol. Netflix and Disney need Evertz's technology. Their R&D as percentage of revenue is off the charts. Management owns 65% of the company and future acquisitions could be a catalyst. (Analysts’ price target is $18.33)
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$16.160
Owned
Yes
TOP PICK
TOP PICK
February 27, 2019
They make automation systems and robotics for manufacturing in autos and biopharma. ATS need to create a recurring revenue stream from that. So, this new CEO is creating that and this should raise earnings. (Analysts’ price target is $23.25)
ATS Automation(ATA-T)
February 27, 2019
They make automation systems and robotics for manufacturing in autos and biopharma. ATS need to create a recurring revenue stream from that. So, this new CEO is creating that and this should raise earnings. (Analysts’ price target is $23.25)
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$18.540
Owned
Yes
TOP PICK
TOP PICK
February 27, 2019
An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
CCL Industries (B)(CCL.B-T)
February 27, 2019
An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
James Telfser
Partner & Portfolio Manager, Aventine Management Group
Price
$54.850
Owned
Yes