Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 6, 2019
They provide software for financial services companies – everything the large ones need. They have 97% retention of clients. It is almost not worth these companies leaving their services. (Analysts’ price target is $73.62)
They provide software for financial services companies – everything the large ones need. They have 97% retention of clients. It is almost not worth these companies leaving their services. (Analysts’ price target is $73.62)
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$57.670
Owned
Yes
BUY
BUY
June 6, 2019
He sees it going a little higher than it is today. It has been a darling for a long time. In a recession, people tend to shop down.
He sees it going a little higher than it is today. It has been a darling for a long time. In a recession, people tend to shop down.
Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$43.890
Owned
Unknown
BUY
BUY
June 6, 2019

He thinks it is the best fast food restaurant to invest in. Against QSR-T he likes it better. There is less debt on the balance sheet. They righted the ship and are now going for growth.

McDonalds (MCD-N)
June 6, 2019

He thinks it is the best fast food restaurant to invest in. Against QSR-T he likes it better. There is less debt on the balance sheet. They righted the ship and are now going for growth.

Ian Fung
Vice-president and portfolio manager, Davis Rea
Price
$203.050
Owned
Unknown
WATCH
WATCH
June 6, 2019

In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.

Walt Disney (DIS-N)
June 6, 2019

In 5 years They're taking on Netflix with some fine programming, but he wonders how much room there will be in the streaming market as more players enter? More competition may pressure Netflix stock down the road. Disney has had a long-term peak of 4x adjusted book value historically. It's now above that ($131). As long as the stock stays above that, then the market will believe in Disney. But watch this very carefully. Right now is a real line in the sand.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$137.210
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2019
They pay way too much in their dividend. They should cut it a lot, actually. Their earnings forecasts have been declining, too. VET is cheap at 1.5x book value now, but what's the upside? Maybe oil prices will become much stronger, but lately they've been declining. The dividend yield is nearly 10%.
They pay way too much in their dividend. They should cut it a lot, actually. Their earnings forecasts have been declining, too. VET is cheap at 1.5x book value now, but what's the upside? Maybe oil prices will become much stronger, but lately they've been declining. The dividend yield is nearly 10%.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$28.410
Owned
Unknown
BUY
BUY
June 6, 2019

They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?

FedEx (FDX-N)
June 6, 2019

They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?

Ross Healy
Chairman, Strategic Analysis Corp
Price
$156.850
Owned
Unknown
DON'T BUY
DON'T BUY
June 6, 2019
It was trading way way up there, then it missed its earnings a bit which is pulling this stock back to Earth. It's still not cheap. Don't catch a falling knife. It's a wonderful company though. No stock can go up forever.
It was trading way way up there, then it missed its earnings a bit which is pulling this stock back to Earth. It's still not cheap. Don't catch a falling knife. It's a wonderful company though. No stock can go up forever.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$44.020
Owned
Unknown