Latest Expert Opinions

Signal
Opinion
Expert
WATCH
WATCH
May 2, 2019
It is an interesting company that is really well run. It did a bit of a 'U' as it went public with people unloading shares. It is at an interesting technical level. If we see it break higher with higher volume, that is significant. They have a high return on equity and are opening new stores. Their sales per square foot metrics are off the charts. He is keeping a close eye on it.
It is an interesting company that is really well run. It did a bit of a 'U' as it went public with people unloading shares. It is at an interesting technical level. If we see it break higher with higher volume, that is significant. They have a high return on equity and are opening new stores. Their sales per square foot metrics are off the charts. He is keeping a close eye on it.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$18.990
Owned
Yes
BUY
BUY
May 2, 2019
He screened them but is not an expert in what they do. They meet his metrics. They went through a period of consolation and it looks like a good time to add them to the portfolio.
He screened them but is not an expert in what they do. They meet his metrics. They went through a period of consolation and it looks like a good time to add them to the portfolio.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$11.670
Owned
Unknown
BUY
BUY
May 2, 2019
They have greater operations in Ontario now. There was controversy around the bidding process. It has been a volatile ride. Growth metrics are excellent. They can fund a lot of their operations thought cash flows but have had to take on some additional debt. Their runway for growth is good and they have a good moat around their business. He likes them. Gambling tends to be recession proof.
They have greater operations in Ontario now. There was controversy around the bidding process. It has been a volatile ride. Growth metrics are excellent. They can fund a lot of their operations thought cash flows but have had to take on some additional debt. Their runway for growth is good and they have a good moat around their business. He likes them. Gambling tends to be recession proof.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$49.610
Owned
Yes
BUY
BUY
May 2, 2019
He screened them from a financial metrics stand point. They seem undervalued. With these smaller companies they go through consolidation and then jump higher and repeat. They are too small for him. It is a nice little company. You have to be careful with position size.
He screened them from a financial metrics stand point. They seem undervalued. With these smaller companies they go through consolidation and then jump higher and repeat. They are too small for him. It is a nice little company. You have to be careful with position size.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$1.700
Owned
Unknown
COMMENT
COMMENT
May 2, 2019
Beyond Meat Burger at A&W. Their top line is doubling but they are not profitable yet. First to market is a competitive advantage but not the best. It remains to be seen if they can translate it into a viable business that can create shareholder wealth. He does not know how easy it is to replicate a veggie burger that tastes like meat. He does not participate in the first few days of an issue like this
Beyond Meat Burger at A&W. Their top line is doubling but they are not profitable yet. First to market is a competitive advantage but not the best. It remains to be seen if they can translate it into a viable business that can create shareholder wealth. He does not know how easy it is to replicate a veggie burger that tastes like meat. He does not participate in the first few days of an issue like this
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$66.790
Owned
No
BUY
BUY
May 2, 2019
PKI-T vs. ATD.A-T. PKI-T and ATD.A-T are similar but ATD is more focused on convenience stores and PKI is more focused on gas stations. He owns both. PKI is a smaller company and so would not be so protected in a downturn. He thinks they will both continue to do well.
PKI-T vs. ATD.A-T. PKI-T and ATD.A-T are similar but ATD is more focused on convenience stores and PKI is more focused on gas stations. He owns both. PKI is a smaller company and so would not be so protected in a downturn. He thinks they will both continue to do well.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$41.710
Owned
Yes
BUY
BUY
May 2, 2019
PKI-T vs. ATD.A-T. PKI-T and ATD.A-T are similar but ATD is more focused on convenience stores and PKI is more focused on gas stations. He owns both. PKI is a smaller company and so would not be so protected in a downturn. He thinks they will both continue to do well.
PKI-T vs. ATD.A-T. PKI-T and ATD.A-T are similar but ATD is more focused on convenience stores and PKI is more focused on gas stations. He owns both. PKI is a smaller company and so would not be so protected in a downturn. He thinks they will both continue to do well.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$79.280
Owned
Yes