Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
March 11, 2019
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
Toronto Dominion (TD-T)
March 11, 2019
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$75.120
Owned
Unknown
DON'T BUY
DON'T BUY
March 11, 2019
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$112.460
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
March 11, 2019
It has had a fairly large run-up recently. The valuation is extremely high. If you look at the sales they are at about 19 times trailing sales, making the stock price seem high. Wait for a large dip in the stock price. (Analysts’ price target is $245.00)
Shopify Inc. (SHOP-T)
March 11, 2019
It has had a fairly large run-up recently. The valuation is extremely high. If you look at the sales they are at about 19 times trailing sales, making the stock price seem high. Wait for a large dip in the stock price. (Analysts’ price target is $245.00)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$268.460
Owned
Unknown
WATCH
WATCH
March 11, 2019

This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)

BlackBerry (BB-T)
March 11, 2019

This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$12.410
Owned
Unknown
TOP PICK
TOP PICK
March 11, 2019
He is staying with it. Revenues and earnings have doubled in the last 5 years but the stock is back to where it was 5 years ago. The multiple has shrunk. The CEO just bought 50,000 shares. (Analysts’ price target is $58.25)
Linamar Corp (LNR-T)
March 11, 2019
He is staying with it. Revenues and earnings have doubled in the last 5 years but the stock is back to where it was 5 years ago. The multiple has shrunk. The CEO just bought 50,000 shares. (Analysts’ price target is $58.25)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$50.780
Owned
Yes
TOP PICK
TOP PICK
March 11, 2019
They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30)
Air Lease (AL-N)
March 11, 2019
They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$34.790
Owned
Yes
TOP PICK
TOP PICK
March 11, 2019
It collapsed in 2015. They sold off their US division. Their balance sheet is much stronger now. They are the largest pressure pumper in Canada. You can buy it today at less than liquidation value. (Analysts’ price target is $2.04)
It collapsed in 2015. They sold off their US division. Their balance sheet is much stronger now. They are the largest pressure pumper in Canada. You can buy it today at less than liquidation value. (Analysts’ price target is $2.04)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$1.400
Owned
Yes