Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 6, 2019
An industrial conglomerate. They had been big on traditional industrial plays but now are pivoting to software as-a-service revenues. They are well run and spin off a lot of cash. They have a great track record for acquisitions.
An industrial conglomerate. They had been big on traditional industrial plays but now are pivoting to software as-a-service revenues. They are well run and spin off a lot of cash. They have a great track record for acquisitions.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$360.600
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2019
He is not a huge fan. It has always been an expensive place to park money. You pay a high premium for low growth. There is not a lot of room to grow in traditional product lines. Growth will be challenged for a year or so.
He is not a huge fan. It has always been an expensive place to park money. You pay a high premium for low growth. There is not a lot of room to grow in traditional product lines. Growth will be challenged for a year or so.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$158.960
Owned
Unknown
HOLD
HOLD
June 6, 2019
You need to be in it for the long term. He would be holding it right now. You see all the advertisements on Google. Their cloud platform is not as strong as the other two, however. They have exposure to self driving cars and some healthcare exposure.
You need to be in it for the long term. He would be holding it right now. You see all the advertisements on Google. Their cloud platform is not as strong as the other two, however. They have exposure to self driving cars and some healthcare exposure.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$1044.340
Owned
Unknown
BUY
BUY
June 6, 2019
It is an interesting company and a great way to play the luxury space. Buying power in China is growing where they have a large exposure. It is a huge portfolio of luxury brands. They have a lot of digital ecommerce strategies that they are working on. Sophora, which they own, has a great digital platform. China is so important to their growth but it is a world-wide brand.
It is an interesting company and a great way to play the luxury space. Buying power in China is growing where they have a large exposure. It is a huge portfolio of luxury brands. They have a lot of digital ecommerce strategies that they are working on. Sophora, which they own, has a great digital platform. China is so important to their growth but it is a world-wide brand.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$79.160
Owned
Unknown
COMMENT
COMMENT
June 6, 2019
If you want to take a flier on it, it is an interesting way to do it. The competition is pretty fierce. They have a lot of the same drivers. This is one way to play it and you get the ancillary businesses like Uber-Eats.
Uber (UBER-N)
June 6, 2019
If you want to take a flier on it, it is an interesting way to do it. The competition is pretty fierce. They have a lot of the same drivers. This is one way to play it and you get the ancillary businesses like Uber-Eats.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$44.920
Owned
Unknown
WEAK BUY
WEAK BUY
June 6, 2019
He followed it for a while here. It is a tightly held company. They have a good record of turning intellectual property into successful brands.
He followed it for a while here. It is a tightly held company. They have a good record of turning intellectual property into successful brands.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$43.200
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 6, 2019
It screens very, very well. It has everything you want to see, except for the valuation. It is a hard company to buy. It is a pest control company. It is never going to go anywhere.
Rollins Inc (ROL-N)
June 6, 2019
It screens very, very well. It has everything you want to see, except for the valuation. It is a hard company to buy. It is a pest control company. It is never going to go anywhere.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$37.970
Owned
Unknown