Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 7, 2019
A great story that's becoming well-known. Lots of growth potential and have grown it very well in Quebec. It's an alternative lender, and there's a big need for that. A lot of the easy growth has already happened, though. It has grown into its valuation.
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goeasy (GSY-T)
May 7, 2019
A great story that's becoming well-known. Lots of growth potential and have grown it very well in Quebec. It's an alternative lender, and there's a big need for that. A lot of the easy growth has already happened, though. It has grown into its valuation.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019
A great business and well-run, though there was conflict between the management company and the business. They're doing very well in the personal storage space, because customers often keep their stuff stored a lot longer than they planned. They've made some acquisitions and done good organic growth. They've based lately, though, and are struggle to break higher. He sold it, but may buy it on a pullback.
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A great business and well-run, though there was conflict between the management company and the business. They're doing very well in the personal storage space, because customers often keep their stuff stored a lot longer than they planned. They've made some acquisitions and done good organic growth. They've based lately, though, and are struggle to break higher. He sold it, but may buy it on a pullback.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick Oct 09/18, Up 35%) They've hit on e-commerce, transportation, tariffs, all these catalysts. It's run further than he thought, so there's momentum now. He's waiting for a better entry point for this. It's solid and well-run. Probably a long runway ahead.
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Descartes (DSG-T)
May 7, 2019
(A Top Pick Oct 09/18, Up 35%) They've hit on e-commerce, transportation, tariffs, all these catalysts. It's run further than he thought, so there's momentum now. He's waiting for a better entry point for this. It's solid and well-run. Probably a long runway ahead.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick Oct 09/18, Up 14%) He will hold this for a long time. They're in the right space now. They have no problem raising money and buying back shares and raising dividends. BAM is a little more volatile than most utilities, but overall solid.
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(A Top Pick Oct 09/18, Up 14%) He will hold this for a long time. They're in the right space now. They have no problem raising money and buying back shares and raising dividends. BAM is a little more volatile than most utilities, but overall solid.
PAST TOP PICK
PAST TOP PICK
May 7, 2019
(A Top Pick Oct 09/18, Down 9%) A disappointment. It's a growth by acquisition story, but they couldn't keep up with labour costs. He sold. Had some weak quarters.
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(A Top Pick Oct 09/18, Down 9%) A disappointment. It's a growth by acquisition story, but they couldn't keep up with labour costs. He sold. Had some weak quarters.
DON'T BUY
DON'T BUY
May 7, 2019
For RRSP? A few years ago, these royalty stream companies were popular, but haven't done much lately. They've fixed several fixes and are back to square one. He's never loved these kinds of companies. There are better income stocks out there.
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For RRSP? A few years ago, these royalty stream companies were popular, but haven't done much lately. They've fixed several fixes and are back to square one. He's never loved these kinds of companies. There are better income stocks out there.
BUY
BUY
May 7, 2019
Why hasn't it taken off? He loves it this year, outperforming the banks. He sees great upside. They're buying back a lot of shares. That lawsuit overhang is gone. It's trading below historical valuation.
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Why hasn't it taken off? He loves it this year, outperforming the banks. He sees great upside. They're buying back a lot of shares. That lawsuit overhang is gone. It's trading below historical valuation.