Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 21, 2019
A turnaround opportunity. Trading below its liquidation value. Strong balance sheet, large upside recovery potential. No dividend. (Analysts’ price target is $2.13)
A turnaround opportunity. Trading below its liquidation value. Strong balance sheet, large upside recovery potential. No dividend. (Analysts’ price target is $2.13)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$1.360
Owned
Yes
TOP PICK
TOP PICK
May 21, 2019
Growth stock. One of the fastest growing companies in the US. Just reported 50% revenue growth. Payment processing for small and micro businesses, but also write software for inventory management, payroll, which they can sell on a subscription basis. (Analysts’ price target is $81.34)
Square Inc (SQ-N)
May 21, 2019
Growth stock. One of the fastest growing companies in the US. Just reported 50% revenue growth. Payment processing for small and micro businesses, but also write software for inventory management, payroll, which they can sell on a subscription basis. (Analysts’ price target is $81.34)
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$65.920
Owned
Yes
DON'T BUY
DON'T BUY
May 21, 2019
Big restructuring trouble, took at lot of debt. They've got some great assets, the issue is getting the best out of those assets. Prefers other oil companies. Thinks if you want to own the best oil company in Canada it's CNQ-T.
Encana Corp (ECA-T)
May 21, 2019
Big restructuring trouble, took at lot of debt. They've got some great assets, the issue is getting the best out of those assets. Prefers other oil companies. Thinks if you want to own the best oil company in Canada it's CNQ-T.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$9.150
Owned
No
COMMENT
COMMENT
May 21, 2019
They've had some cost issues. Very structured about how they run their business. There is a market for it and Amazon proof to certain degrees. They will continue to do well if they can continue increasing their average price per client. The issue is how much further they can grow. Maybe they need to move to the U.S. but that's a bigger competitve market which may be very difficult for them.
They've had some cost issues. Very structured about how they run their business. There is a market for it and Amazon proof to certain degrees. They will continue to do well if they can continue increasing their average price per client. The issue is how much further they can grow. Maybe they need to move to the U.S. but that's a bigger competitve market which may be very difficult for them.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$43.000
Owned
No
COMMENT
COMMENT
May 21, 2019
Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
Warren Buffett has been criticise in the last little while because his equity portfolio has underperformed the S&P500. Part of that reason is that Berkshire is such a large company now it's hard for them to make a difference. Berkshire is a lot more than Coke and JP Morgan. It's insurance business, utility business, other businesses they've bought such as Burlington Northern, those are things that create value within the company. Thinks people focus a lot on his investments stuff and that's a much more difficult thing. He likes it. Doesn't think they will pay a dividend but they might buyback more shares.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$203.360
Owned
Unknown
DON'T BUY
DON'T BUY
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
Nvidia Corp (NVDA-Q)
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$155.060
Owned
Unknown
BUY
BUY
May 21, 2019
Owns it and thinks it's a great company. Very good organic growth, has lots more growth to happen globally. Bought out VISA Europe in 2017 thinks it's going to be fully integrated later part of this year and will add a lot to VISA. Has little or no debt. Tons of free cash flow. You can own it here, or if you get a chance wait when it falls to buy it.
Visa Inc. (V-N)
May 21, 2019
Owns it and thinks it's a great company. Very good organic growth, has lots more growth to happen globally. Bought out VISA Europe in 2017 thinks it's going to be fully integrated later part of this year and will add a lot to VISA. Has little or no debt. Tons of free cash flow. You can own it here, or if you get a chance wait when it falls to buy it.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$163.860
Owned
Yes