Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
April 15, 2019
It's done great for him for the past 5 years. This is a consolidator--when they buy something, it makes the company stronger, adding a deeper dynamic and profit. DSG is buying more shipping to add to their cross-border processing business. Also, they're expanding geographically, now in Australia. They do 2-3 acqusitions a year. It's become quietly a strong company worth holding for the long haul.
Descartes (DSG-T)
April 15, 2019
It's done great for him for the past 5 years. This is a consolidator--when they buy something, it makes the company stronger, adding a deeper dynamic and profit. DSG is buying more shipping to add to their cross-border processing business. Also, they're expanding geographically, now in Australia. They do 2-3 acqusitions a year. It's become quietly a strong company worth holding for the long haul.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$50.410
Owned
Yes
WEAK BUY
WEAK BUY
April 15, 2019
He owns more of AQN. The companies in this space are pricey, because investors are moving away from fossil fuels and buying these renewables. Yes, these stocks can get pricey, so don't buy at the top and buy more than one like AQN or BLX, which are better than NPI.
He owns more of AQN. The companies in this space are pricey, because investors are moving away from fossil fuels and buying these renewables. Yes, these stocks can get pricey, so don't buy at the top and buy more than one like AQN or BLX, which are better than NPI.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$23.790
Owned
Yes
BUY
BUY
April 15, 2019
A longtime favourite of his. AKU is a consolidator of imaging centres (x-rays, CAT scans, MRIs) at outpatient centres. There are bigger competitors, but they're trading at a higher 9x multiple than AKU. AKU trades around 8x. Today's acquisition was at 7x and addeds $30 million more EBITDA. There's still lots of consolidation to go in the U.S. So AKU can keep buying. Lots of runway ahead.
Akumin Inc. (AKU.U-T)
April 15, 2019
A longtime favourite of his. AKU is a consolidator of imaging centres (x-rays, CAT scans, MRIs) at outpatient centres. There are bigger competitors, but they're trading at a higher 9x multiple than AKU. AKU trades around 8x. Today's acquisition was at 7x and addeds $30 million more EBITDA. There's still lots of consolidation to go in the U.S. So AKU can keep buying. Lots of runway ahead.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$3.950
Owned
Yes
BUY
BUY
April 15, 2019
He's trimmed his energy holdings to 5%, but is now buying back because energy is coming back. MEG is his top choice here and bought some last week. MEG is the most undervalued Canadian energy stock. Oil though can be volatile.
MEG Energy Corp (MEG-T)
April 15, 2019
He's trimmed his energy holdings to 5%, but is now buying back because energy is coming back. MEG is his top choice here and bought some last week. MEG is the most undervalued Canadian energy stock. Oil though can be volatile.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$6.140
Owned
Yes
BUY
BUY
April 15, 2019
It's different from the big banks, because it's based on Quebec, so it's a play on Quebec where the real estate market is hot and the government has delivered five balanced budgets. NA is good for the long-term.
It's different from the big banks, because it's based on Quebec, so it's a play on Quebec where the real estate market is hot and the government has delivered five balanced budgets. NA is good for the long-term.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$62.820
Owned
Unknown
BUY
BUY
April 15, 2019
PWF bought three separate companies--Investors Group, Great-West Life and London Life--and will do now synergize them, which is a good thing. It'll take a few years, but this will reduce overhead and costs and let them compete better with MFC and SLF.
PWF bought three separate companies--Investors Group, Great-West Life and London Life--and will do now synergize them, which is a good thing. It'll take a few years, but this will reduce overhead and costs and let them compete better with MFC and SLF.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$32.550
Owned
Unknown
BUY
BUY
April 15, 2019
He thinks they will succeed in getting their oil to markets at a world price. He can't say how they will, but SU has accomplished this in the past.
He thinks they will succeed in getting their oil to markets at a world price. He can't say how they will, but SU has accomplished this in the past.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$44.110
Owned
Yes