Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
June 6, 2019
It is a bank that went through a lot of headline risk. It is transitioning. The CEO is turning things around, trying to turn it into a commercial bank. It is a good opportunity to pick up a good company with a great reputation that will probably be around for the long haul.
Goldman Sachs (GS-N)
June 6, 2019
It is a bank that went through a lot of headline risk. It is transitioning. The CEO is turning things around, trying to turn it into a commercial bank. It is a good opportunity to pick up a good company with a great reputation that will probably be around for the long haul.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$189.810
Owned
Yes
BUY
BUY
June 6, 2019

He likes it. He likes the secular tailwind. Gaming consoles and data centers get their chips. They are building more differentiated chips from NDVA-Q.

He likes it. He likes the secular tailwind. Gaming consoles and data centers get their chips. They are building more differentiated chips from NDVA-Q.

Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$31.820
Owned
No
BUY
BUY
June 6, 2019
He would not run a mile from the stock unless they did something crazy. He cannot find too many things against them except regulatory issues that can't be predicted.
Amazon.com (AMZN-Q)
June 6, 2019
He would not run a mile from the stock unless they did something crazy. He cannot find too many things against them except regulatory issues that can't be predicted.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$1754.360
Owned
Unknown
HOLD
HOLD
June 6, 2019

It split into three shares. DWDP-N was a holding company and he would continue to hold it. The AG company would be more challenged.

It split into three shares. DWDP-N was a holding company and he would continue to hold it. The AG company would be more challenged.

Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$0.000
Owned
Unknown
WATCH
WATCH
June 6, 2019
The way the stock is reacting he does not know if it reflects the value of the stock. It is not profitable yet. There are other companies that are competing with them.
The way the stock is reacting he does not know if it reflects the value of the stock. It is not profitable yet. There are other companies that are competing with them.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$99.500
Owned
Unknown
TOP PICK
TOP PICK
June 6, 2019
He loves it for it touching all industries, consumer to manufacturing, government and technology. He likes the way the management works and the recurring revenue. They switched their business model to cloud security and digital innovations. They have lots of opportunities for cross selling. (Analysts’ price target is $183.00)
He loves it for it touching all industries, consumer to manufacturing, government and technology. He likes the way the management works and the recurring revenue. They switched their business model to cloud security and digital innovations. They have lots of opportunities for cross selling. (Analysts’ price target is $183.00)
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$180.400
Owned
Yes
TOP PICK
TOP PICK
June 6, 2019
They make tools and code for companies to develop computer chips. Eventually we will reach a limit where we can't miniaturize any further and then that is where this company comes in. Complexity is increasing. Recurring revue of 90% is strong. (Analysts’ price target is $135.13)
They make tools and code for companies to develop computer chips. Eventually we will reach a limit where we can't miniaturize any further and then that is where this company comes in. Complexity is increasing. Recurring revue of 90% is strong. (Analysts’ price target is $135.13)
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$0.000
Owned
Yes