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Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 11, 2019
There are better growth names out there as they are limited to the Canadian consumer market only. They have an advantage on larger garden items over Amazon for savings in shipping, but it is not enough to entice her.
There are better growth names out there as they are limited to the Canadian consumer market only. They have an advantage on larger garden items over Amazon for savings in shipping, but it is not enough to entice her.
DON'T BUY
DON'T BUY
June 11, 2019
An international company and probably the best global energy service company out there. She is just not into the energy sector in general right now. The retracement in oil prices back into the $50s is again problematic for the energy space. She is on the sidelines with energy producers and service providers.
Show full opinionHide full opinionAn international company and probably the best global energy service company out there. She is just not into the energy sector in general right now. The retracement in oil prices back into the $50s is again problematic for the energy space. She is on the sidelines with energy producers and service providers.
TOP PICK
TOP PICK
June 11, 2019
The pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)
Show full opinionHide full opinionThe pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)
TOP PICK
TOP PICK
June 11, 2019
A great global presence. They own parts of several different Brookfield holdings. The asset management space is growing and they are large enough to attract new customers. They are masters at taking companies private. The low interest rate environment is conducive to them continuing to expand. Yield 1.37% (Analysts’ price target is $72.99)
Show full opinionHide full opinionA great global presence. They own parts of several different Brookfield holdings. The asset management space is growing and they are large enough to attract new customers. They are masters at taking companies private. The low interest rate environment is conducive to them continuing to expand. Yield 1.37% (Analysts’ price target is $72.99)
TOP PICK
TOP PICK
June 11, 2019
The Canadian banks are relatively attractive on a valuation basis. It is trading at 11 times forward earnings. She does not see the Canadian economy going into recession and they will be able to continue growing earnings. Yield 3.9% (Analysts’ price target is $83.54)
Show full opinionHide full opinionThe Canadian banks are relatively attractive on a valuation basis. It is trading at 11 times forward earnings. She does not see the Canadian economy going into recession and they will be able to continue growing earnings. Yield 3.9% (Analysts’ price target is $83.54)
COMMENT
COMMENT
June 11, 2019
He's looked at it a few times. The topline is growing nicely and losing less money year-over-year. Its revenue comes from advertising and he's never made money as an investment in companies with ad-based revenue models. He expects PINS to be taken out at some point, either Google or Facebook.
PARTIAL SELL
PARTIAL SELL
June 11, 2019
Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.
Show full opinionHide full opinionDriverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.
