Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
May 22, 2019
The old Cara operations. It has made some excellent acquisitions, including TheKeg restaurant chain. The problem is they hold a lot of assets in Alberta. The latest quarter was also impacted by the cold winter this year. He will continue to hold.
The old Cara operations. It has made some excellent acquisitions, including TheKeg restaurant chain. The problem is they hold a lot of assets in Alberta. The latest quarter was also impacted by the cold winter this year. He will continue to hold.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$26.990
Owned
Yes
HOLD
HOLD
May 22, 2019
He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.
Nutrien Ltd. (NTR-T)
May 22, 2019
He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$65.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2019
(A Top Pick May 29/18, Down 40%) They make electronic products for other manufacturers, like Cisco. There has been a lot of new product spending delays in the space and this is hurting them. The valuation is great and the company continues to buy back their own shares.
(A Top Pick May 29/18, Down 40%) They make electronic products for other manufacturers, like Cisco. There has been a lot of new product spending delays in the space and this is hurting them. The valuation is great and the company continues to buy back their own shares.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$9.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2019
(A Top Pick May 29/18, Up 26%) They grow by acquisition. The CEO is a little off-putting, but he is brilliant and does a great job identifying targets.
Open Text (OTEX-T)
May 22, 2019
(A Top Pick May 29/18, Up 26%) They grow by acquisition. The CEO is a little off-putting, but he is brilliant and does a great job identifying targets.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$55.070
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 22, 2019
(A Top Pick May 29/18, Down 5%) A east coast regional bank in the US. It has proposed a major merger, the biggest since the financial crisis. A high quality management team with high quality assets. He continues to prefer holding US financial assets versus Canadian.
BB&T Corp. (BBT-N)
May 22, 2019
(A Top Pick May 29/18, Down 5%) A east coast regional bank in the US. It has proposed a major merger, the biggest since the financial crisis. A high quality management team with high quality assets. He continues to prefer holding US financial assets versus Canadian.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$48.990
Owned
Yes
SHORT
SHORT
May 22, 2019
He does not normally short stocks -- but this is one he would short. It trades at a ridiculous multiple. Musk is crazy. There is growing competition in the space. It will take a lot longer for electric vehicles to become mainstream. They are too dependent on the slowing Chinese economy. Their bonds trade only 85 cents on the dollar. Long term this company may not survive. He would not go near it.
He does not normally short stocks -- but this is one he would short. It trades at a ridiculous multiple. Musk is crazy. There is growing competition in the space. It will take a lot longer for electric vehicles to become mainstream. They are too dependent on the slowing Chinese economy. Their bonds trade only 85 cents on the dollar. Long term this company may not survive. He would not go near it.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$192.730
Owned
No
DON'T BUY
DON'T BUY
May 22, 2019
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
FedEx (FDX-N)
May 22, 2019
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
Norman Levine
Managing Director, Portfolio Management Corp
Price
$162.000
Owned
Unknown